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.
What hedge fund strategies will do best in 2013? Why?
| || |
| ||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...
TAKE A FREE TRIAL
The full contents of this article are available to Absolute Return subscribers and trialists only.
To continue reading please, take a free trial, subscribe or log in.
Subscribers have unlimited access to all current and archive content. Start your subscription today - click on the button below.