Hedge funds
Brave new world
There are many opportunities for hedge fund managers seeking to exploit corporate restructuring in Eastern Europe
EU merger regulation will soon fall in line with US
Limited M&A activity has lead to reduction in portfolio holdings
A changing environment
After a difficult 2002, managers are turning to long/short strategies for success in 2003
The secret to success
After a slow start, ETFs have rapidly taken off and provide great value to institutional users as an alternative way to equitise cash
A global macro renaissance is focusing on risk controls
The success of new entrants to the market will be led by their risk controls
A difficult 2002 creates smaller, stronger market
fall-out from 2002 has good and bad repurcussions for 2003
Finding the right balance
Rebalancing hedge fund of fund portfolios for optimal performance in a treacherous bear market poses difficulties
Uncertain Latin America adds to current difficulties for year ahead
Brazil's economy is not growing, making its situation unsustainable