Time to invest in hedge funds?

Take a look at opportunities in the current market environment

07 Apr 2021 2 min read

Key highlights:

  • US credit markets saw tremendous issuance from 2019-2020 causing structural inefficiencies, leading to relative value investment opportunities
  • China is transitioning from a beta to an alpha story with fundamental transformations creating a more accessible and efficient market
  • A shift in capital expenditure in the environmental space may lead to a high dispersion of returns among companies, creating potential investment opportunities both long and short
  • Special purpose acquisition companies (SPACs) are the largest segment of the US equity capital markets now, providing compelling return opportunities for seasoned investors
  • In the private credit space, banks have disintermediated in a lot of markets leading people to alternative managers, resulting in the potential for high carry and uncorrelated returns
  • We believe trade finance is the best place to put capital to work in the corporate space with trade finance claims offering investors attractive risk-adjusted return profiles