Why you should be suitably cynical on long/short in 2018
Investors would do well to take an objective approach to long/short strategies as they move into 2018, according to Stephen van Eyk.
van Eyk, a keynote speaker at Money Management’s upcoming Investment Analyst Forum webinar http://www.moneymanagement.com.au/events/webinars/analyst-forecast-forum-ask-experts scheduled for 30 January, said that while there was no doubt that long/short strategies had rewarded investors over the past two months, this needed to be weighed against the upturn in the market generally.
“Investors need to be careful to check the portfolio because funds that should be neutral can go long in shares and gear – something that can have unexpected consequences,” he said.
van Eyk will be setting the investment scene for 2018 via the Money Management webinar, backed by Insight Investment’s Adam Kibble and Premium China Fund’s Jonathan Wu.
AUTHOR
Mike Taylor
Recommended for you
Australian fund managers are actively seeking to launch Cayman versions of their funds to attract offshore flows, with Regal Partners set to launch its latest offering this month.
With an explosion of private credit managers appearing in the market, two alternatives experts believe a consolidation is needed to maintain the quality of the sector.
Bentham Asset Management has become the latest fund manager to expand its distribution team as it reports increased interest in its credit strategies.
L1 Capital, which is in talks to merge with Platinum Asset Management, has indicated it will be voting against a deal to convert a Platinum LIC into an ETF.
