INDUSTRY OUTLOOK SURVEY: Top names assess the year ahead
Mon Apr 16, 2012
Survey of top hedge fund managers: Jane Buchan, CEO, PAAMCO; Greg Coffey, co-CIO, Moore Europe; Jamie Dinan, CEO, York Capital Management; Steven Einhorn, vice-chairman, Omega Advisers; Michael Hintze, CEO, CQS; Alexandre Pini, PM, Investment Fund Department, Banque Privée Edmond de Rothschild; David Smith, CIO, Multi-Manager Group, GAM; Jim Vos, CEO, Aksia; and Jerry Wang, CEO, Vision Investment Management.
Barry Cohen, special reports editor, HedgeFund
With so many challenges confronting hedge fund managers and
investors, particularly since the onset of the financial
crisis, the Global Review invited a selection of senior
international players in the industry to share their insights
and predictions for 2012 on a number of key issues.
1 Are you bullish or bearish for the year
BUCHAN Bullish. Looking around the globe: Asia is
growing, it’s only a question of how fast; the US
is getting its financial house in order, despite political
dysfunction; Europe remains as the only real mess around, but
even there opportunities exist. While we feel that the broad
equity market is close to fair value, we believe that an
increase in dispersion across securities and sub-asset classes
will create opportunities for active managers who struggled
GREG COFFEY I am bullish, on the back of
ISSN: 2151-1845 / CDC10004H
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