Hamlin Lovell, CFA, CAIA, FRM ─ author

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European Real Estate in the New Economic Climate

London (HedgeNordic) – Real estate has potential to at least keep pace with inflation. “Outside the British Isles, European commercial real estate rents are...

Systematic Strategies Thrive in the New Inflationary Climate

London (HedgeNordic) – Aspect Capital’s Director of Investment Solutions, Razvan Remsing (pictured), sees multiple factors coalescing to strengthen the case for a new long-term regime of...

Lynx Celebrates Strong CTA Performance

London (HedgeNordic) – CTAs are enjoying a performance resurgence, and Swedish Lynx Asset Management is right in the midst of this surge. In 2021,...

Excalibur Unsurprised by Interest Rate Rises

London (HedgeNordic) – Excalibur was named after King Arthur’s sword, and co-founder, Thomas Pohjanen, argues that its objective – delivering average returns of 4-6%...

Hedge Fund Managers Accelerate ESG Integration

London (HedgeNordic) – Hedge fund managers are sometimes perceived as slow movers on the ESG front. For instance, a survey by investment consultants, bFinance,...

Blended Finance at an Inflexion Point

London (HedgeNordic) – It is now widely accepted that ESG investing can be consistent with strong risk-adjusted returns and might even enhance them, but...

Yield Pickup Persists in Norwegian Credit Markets

London (HedgeNordic) – Bergen-based Borea Asset Management AS has been investing in Norwegian credit since 2004, and launched its flagship high yield fund in...

Mean Reversion Opportunities in FI Arb

London (HedgeNordic) – Brummer & Partners-backed Frost Asset Management’s Scandinavian-focused fixed-income relative value fund is closing down after incurring a loss of 17.6 percent in October....

Portfolio Diversification Through Private Assets

London (HedgeNordic) – Since the Great Financial Crisis, diversification has been easy - and perhaps too easy. The classic equity and bonds mix has...

Diversification and Spice

London (HedgeNordic) - A common model applies across illiquid alternatives including private debt and infrastructure: external investors can invest alongside Allianz, accessing the same...

The Diversifying Power of Chinese Futures Markets

London (HedgeNordic) – Institutional investors who started allocating to equities in mainland China have increasingly diversified into government bonds, corporate credit and the growing...

Three Centuries of Systematic Trading

London (HedgeNordic) - Systematic and quantitative are interchangeable terms. They involve using a model, formula, rule or algorithm, rather than discretion or judgement, to...

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