January 2023

In the January edition of The Hedge we feature PwC, AIMA, Lutyens Advisory, Bitwise, PwC and RQC Group all giving us their take on the past year and looking ahead to 2023. We also take a look at:

• December hedge fund performances

• Short investor focus, with the Tesla short proving particularly lucrative 

• Macro and quant managers wrapping up what was an exceptional year

• Fund launch trends 

• The latest on nickel and what's been going on in the stock meme world 

• Fund raises 

• PE flows and where or where they are not investing 

• Carlyle's troubles and Blackstone's fighting talk

• Crypto flows

• December markets 

PwC's Seema Chandaria and David Selden look at the emergence of the family office investment funds, driven by evolving needs and ever more sophisticated structures.

Jack Inglis, CEO at AIMA, looks back at the past year in alternatives, the challenges the sector faced, particularly regulation, the role of private credit during the year, and what 2023 has in store, with Jack "cautiously optimistic."  

Charlie Harris of Lutyens Advisory continues the family office theme, looking at their greater institutionalisation and changing requirements. 

Bitwise's Head of ODD Vin Molino changes tack with a breakdown of crypto in 2022, a hairy year for this sector, as he picks out some of the ODD lessons the sector needs to take on board.

We then round off with the indefatigable Matt Raver from RQC Group, looking back at regulatory developments over the past year.

We are as always delighted to be joined by the Money Maze Podcast.