2014 Investor Outlook: Clearbrook’s Timothy Ng favors long/short managers focusing on Europe and Japan and snubs emerging markets

Wed Jan 15, 2014

The head of research at investment consultant Clearbrook Global, which advises on $30 billion in assets.

2014 Investor Outlook: Cambridge Associates | Clearbrook | GAM | Goldman Sachs Asset Management | J.P. Morgan Alternative Asset Management | Liongate Capital Management | Morgan Creek Capital Management | Morgan Stanley Alternative Investment Partners Protégé | Wells Fargo

  Timothy Ng, managing director at $30 billion investment consultant Clearbrook.

What hedge fund strategies will do best in 2014? Why?

In looking forward into 2014, Clearbrook believes the following major themes will create better return opportunities for hedge funds versus 2013 and traditional long-only investments:

In 2013, geo-political and macro-economic threats such as the U.S. government shutdown, Federal Reserve tapering, the stabilization of and nascent recovery in Europe and uncertainty regarding the efficacy of "Abenomics" caused sharp changes and reversals in market/asset correlations...

ISSN: 2151-1845 / CDC10004H

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