In this April edition of The Hedge, we take a look back at the past month’s news in the alternative investment space. For the first time in many years, it is global macro that’s the biggest story of the month (and the quarter), as managers capitalised on some of the biggest trends in bonds and commodities markets, driven by macroeconomics and geopolitical turmoil.
In this edition, we pick up strategy performances across the board, funds increasing exposure to commodity markets, awards, fees, new trends and inflation. We also look back at the LME and nickel market, Russian assets, Russian investors, activists, a selection of PE stories, ESG, the macro environment and relevant regulatory updates from the excellent Matt Raver, plus much more…