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AllAboutAlpha

  • Analysis & Opinion

AllAboutAlpha 's Opinion & Analysis
A complete archive of AllAboutAlpha 's articles, including current analysis & opinion - Page 7

Highlights In The Growth Of Farmland Funds
By AllAboutAlpha - May 10, 2017
Highquest Partners and a product strategist for timber and agriculture at GMO LLC (Julie Koeninger) have collaborated on a white paper on the history of farmland investment, at its heart the story,...
The Case For Bargain Hunting In South Africa
By AllAboutAlpha - Apr 19, 2017
Charles Roth, of Thornburg Investment Management, has made the case that markets have over-reacted to the recent political shake-up in South Africa, driving asset prices below their underlying...
Mega-Trends And Possible Future Normals
By AllAboutAlpha - Apr 17, 2017
A new CFA Institute report, working from a survey of 1,145 leaders in the contemporary global investment industry, discusses the mega-trends at work, including: technological advance, shifting client...
A new Credit Suisse (SIX:CSGN) report about hedge fund investors’ appetites, titled “shifting tides,” comes to the somewhat re-assuring conclusion that, in some respects at least,...
Anthony Davidow, vice president, alternative beta and asset allocation strategist, Charles Schwab (NYSE:SCHW), offers a valuable re-examination of modern portfolio theory in an article for Investments...
What habit is as old as time itself? It has to be making all kinds of ‘do-better’ resolutions at the beginning of the year, only to see them falter before the birds start building their...
Citi GPS On The Infrastructure As Asset Class
By AllAboutAlpha - Mar 20, 2017
Citi Global Perspectives and Solutions (Citi GPS) has published a new white paper on the global need for infrastructure spending.The authors are: Jason Channell, head of EMEA Infrastructure Research;...
The State Of The OTC Index Dividend Swap Market
By AllAboutAlpha - Feb 10, 2017
In a new article in the Journal of Alternative Investments, Scott Mixon and Esen Onur quantify the over the counter index dividend swap market. Along the way, they provide a good example of the...
Change Management For Fund Managers
By AllAboutAlpha - Feb 09, 2017
Looking to the past as a way to gauge the likely direction of the future is a popular exercise in the first quarter of every year. It’s a natural desire for people to want to improve on their...
Sovereign Wealth Funds Look To PE Funds
By AllAboutAlpha - Feb 03, 2017
A recent working paper from the European Corporate Governance Institute discusses direct investment by sovereign wealth funds in private equity transactions – that is, it discusses an ongoing...