Observations On The Greek Debt Crisis From Across The Pond

by | Jun 1, 2015 | Market Insights Alerts

As Greece’s negotiations with its creditors devolved over the weekend fostering a global rout in risk assets on Monday, through my attendance at a global investor forum in Europe, I solicited the thoughts of institutional investors that live and work closer to the epicenter of the crisis. Not surprisingly, I found a wide divergence of risk appetites and aversion. However, my overwhelming impression is that, while many recognize a high risk of short term volatility, investors here are quite sanguine about the medium and long-term risks of a Greek default or even a so called “Grexit”. This document reflects my observations from the various presentations and conversations over the last few days. This commentary borrows heavily in particular from a presentation and paper by Marko Papic, from BCA Research.

Fis Group Announces The Launch Of The Paragon Discovery Fund, A Hedge Fund Of Funds Strategy Focused On Making Investment In Smaller, Undiscovered Funds With Reduced Correlation To The Broader Equity And Credit Markets.

by | May 25, 2015 | FIS Press Releases, Xponance® Press Release Previous

PHILADELPHIA, PA, February 25, 2015 – FIS Group, an innovative leader in sourcing and building long-only manager of managers portfolios, together with Talson Capital Management, launch the Paragon Discovery Fund, a new hedge fund of funds strategy. The Fund is a joint venture between FIS Group and Talson Capital Management, the Darien, Connecticut-based, investment firm that manages and customizes portfolios of hedge fund investments. FIS Group is hosting a webcast today to signify the official launch of the Fund.

The Big Structural Upside In Japanese Equities

by | Feb 1, 2015 | Market Insights Alerts

Since late 2012, coinciding with the election of reformist Prime Minister Shinzo Abe, Japanese equity markets have surged nearly 70% (in local currency) in the past two years. Yet ‘Abenomics’, as the set of ambitious and bold fiscal and monetary policies pursued by the Abe Administration have been dubbed, have thus far failed to move the appetites of Japanese household savings. But there is reason to believe that Japan is on the precipice of reordering its domestic savings structure as soon as this year, with potentially significant implications for its equity markets.