2013 Investor Outlook: J.P. Morgan's Zummo likes reinsurance, activism, equities and RMBS

By Lawrence Delevingne

Thu Jan 10, 2013



The chief investment officer at $10 billion J.P. Morgan Alternative Asset Management weighs in.


2013 Investor Outlook:  Cambridge Associates / Clearbrook / Goldman Sachs Asset Management / J.P. Morgan Alternative Asset Management / Liongate Capital Management / Morgan Creek Capital Management / PineBridge Investments / SkyBridge Capital / Wells Fargo

   
  Paul Zummo, CIO at $10 billion J.P. Morgan Alternative Asset Management
What hedge fund strategies will do best in 2013? Why?

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...

ISSN: 2151-1845 / CDC10004H

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