European Financials, Chinese debt and Japanese stocks were among the many topics discussed in a series of on-camera interviews at the 2014 EuroHedge Summit, held in Paris on April 29-30. Below are the interviews from some of the speakers.
Via Absolute Return
Historically, the Chinese market has been relatively isolated from international investors, but much is changing there now, making China virtually impossible for the diversified investor to ignore. Earlier this year, CNBC pointed to signs that Chinese regulators may start easing up on their scrutiny of companies after months of clamping down on tech firms. That Read More
EuroHedge Summit: Diana Choyleva of Lombard Street Research
Diana Choyleva, head of macroeconomic research for Lombard Street Research, spoke to Absolute Return editor Josh Friedlander about European Financials, the devaluation of the Chinese Yuan and her view on China’s credit expansion.
EuroHedge Summit: Paul Crean of Finisterre Capital
Paul Crean, chief investment officer and co-founder of Finisterre Capital, spoke to Absolute Return reporter Simone Foxman about the best strategies for investing in emerging markets.
EuroHedge Summit: Luke Ellis of Man Group
The president of MAN GROUP PLC (OTCMKTS:MNGPF) spoke to Absolute Return editor Josh Friedlander about the firm’s plans for its fund of funds business, opportunistic hiring, and guarding against bad behavior.
EuroHedge Summit: AIMA’s Jack Inglis
Jack Inglis, chief executive officer of the Alternative Investment Management Association, spoke to Absolute Return editor Josh Friedlander about an improving regulatory climate for hedge funds in Europe.
EuroHedge Summit: Philippe Jabre
In an interview with Absolute Return editor Josh Friedlander, the Founder of Jabre Capital Partners explained his Japan thesis, why he remains bullish on Japanese equities and how he’ll know when it’s the right time to sell.
EuroHedge Summit: Dan Morehead of Pantera Capital Management
Dan Morehead, founder of digital currency-focused investment firm Pantera Capital Management, spoke to Absolute Return reporter Simone Foxman about Bitcoin and his thoughts about the future of the digital currency.
EuroHedge Summit: Davide Serra of Algebris Investments
Davide Serra, founder of Algeris investments, spoke to Absolute Return reporter Simone Foxman about his hopes and predictions for the year ahead, as well as what he sees as the game changer for European financials.
EuroHedge Summit: Jonathan Wood of Control Risks
Jonathan Wood leads strategic analysis at Control Risks, an independent risk consultancy. In an interview with Absolute Return editor Josh Friedlander he discussed his views of political risk in the emerging world as well as his expectations for global energy production.