2013 Investor Outlook: Wells Fargo's Taback says structured credit will continue its run
By Lawrence Delevingne
Thu Jan 10, 2013
The president of the $7 billion Alternative Strategies Group at Wells Fargo & Company weighs in.
What hedge fund strategies will do best in 2013? Why? We're
most constructive on strategies that focus on structured credit
and cyclical dislocations such as ABS and Distressed and
believe opportunities persist not only on the long side, but
also opportunistically on the short side where prices have
extended beyond the fundamentals. Our expectations for alpha in
certain crowded sectors, specifically RMBS, have come in to a
degree given the robust returns already seen but they still
remain rather strong, and we also expect to...
ISSN: 2151-1845 / CDC10004H
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