2013 Investor Outlook: J.P. Morgan's Zummo likes reinsurance, activism, equities and RMBS
January 10, 2013
The chief investment officer at $10 billion J.P. Morgan Alternative Asset Management weighs in.
What hedge fund strategies will do best in 2013? Why?
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| ||Paul Zummo, CIO at $10 billion J.P. Morgan Alternative Asset Management|
From our perspective, the most attractive strategies for the year appear to include reinsurance, shareholder activism, co-investments, long/short equities and RMBS activism.
In our view, reinsurance was somewhat overlooked by the industry in 2012 and was one of our highest conviction strategies; we remain positive on it going into 2013. Return projections from this sector continue to...
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