Browsing Tag

hedge funds

A Brave New World

By Niels Jensen The Absolute Return Letter, December 2014 “The deepest sin against the human mind is to believe things without evidence.” Aldous Huxley In the the last two Absolute Return Letters I have argued why one should expect…

Investing in liquidity driven markets

I have spent some time this past weekend reading what investment manager Hugh Hendry has had to say about why he has turned bullish. And the clear takeaways are twofold. First, it is very difficult to ‘fight the Fed’ when it wants growth.…

In Search of the Holy Grail of Investing

By Niels Jensen The Absolute Return Letter, December 2012 “It’s one thing to have an opinion on the macro, but something very different to act as if it’s correct.” -Howard Marks, Oaktree Capital Management It can be a frustrating, and…

When Career Risk Reigns

I have been an observer of financial markets, and of those who operate within the markets, for almost 30 years. I have never before experienced investors paying more attention to career risk than they do at present. A preoccupation with…

Hugh Hendry at the LSE

This is an interview with Eclectica Asset Management’s Hugh Hendry from much earlier in the year. It is a wide-ranging interview about the global macro environment, comparisons to the 1920s, investing, money management and hedge funds.

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