2013 Investor Outlook: Goldman's Clark seeks macro, event and equity managers
By Lawrence Delevingne
Thu Jan 10, 2013
The chief investment officer of hedge fund strategies at $22.7 billion fund of funds Goldman Sachs Asset Management weighs in.
What hedge fund strategies will do best in 2013? Why? In
2012 the market struggled with mixed economic fundamentals
juxtaposed against overwhelming policy action, ultimately
causing markets to end strong but not without considerable
volatility. For 2013, we see worst-case scenarios being less
likely, correlations having trended lower, and as a consequence
the potential for managers views and market action to be more
aligned. We expect this will help fundamentally-oriented
managers execute their strategy, almost irrespective of asset
class. In addition, there are still some macro-economic
dislocations that are creating opportunities. An...
ISSN: 2151-1845 / CDC10004H
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