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


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.

Subscribe now

Popular Searches on HFI