NEWS & VIEWS
A new macro world
With Russia and China ever closer bedfellows, we have entered a new world of the West and the Rest.
Say it as it is
Writing fund commentaries are never fun when markets are running amok, but play it straight, say it as it is, and give your views.
Longer duration is where the money lies
Hedge fund managers have long been jealous of the PE crowd who are sitting on their investments for seven plus years, partly because they have locked-in fees but also the deeper waters that they can invest in.
Responding to an activist campaign
How a company reacts to an activist investor’s approach sets the agenda for the entire campaign.
Zeroing in on ESG
COP26 served as an important reminder that we should be giving ESG more column inches. So going forwards, this has a permanent place in The Hedge.