Bringing you live news and features since 2006 

Kevin Ewer, portfolio manager at Blue Ink Investments

Investment opportunities to be found in offshore volatility


With the long term outlook for global equity markets still uncertain, South African investors should instead be looking offshore to profit from the expected volatility and mispricings in several regions and asset classes, says Kevin Ewer, portfolio manager at Blue Ink Investments…

There are many potential offshore opportunities for South African investors  to consider, but in order to take advantage of these opportunities, they need to maintain exposure to diversification strategies such as hedge funds and other asset classes that offer a degree of protection in times of market turbulence and which can exploit mispricing opportunities.
While one would expect that the Greek debt crisis would provide opportunities for hedge funds to exploit, the reality is that the easy money has already been made and it is increasingly difficult to identify worthwhile trades. In this regard, Spain, Portugal and even France are looking more attractive at the moment.
There is also a lot of uncertainty, and therefore opportunities, for hedge funds in emerging markets, including Latin America, Eastern Europe and Asia. Take China for example. While the West sees it as a growth story, investors in Asia are very concerned about issues such as wage pressures and the effects these could have on the economy.
In the current environment, it is important to find managers who understand their respective markets and can identify and exploit opportunities when they present themselves. These managers should be able to manage their long term view for short term profitability.

Latest News

ETF data providers ETFGI has reported that the ETFs industry in the United States gathered net inflows of USD8.17 billion..
Chimera Capital LLC, an Abu-Dhabi-based investment management firm, has announced that BHM Capital, a UAE-based financial services firm, has become..
Fidelity International has announced the launch of the Fidelity Global Government Bond Climate Aware UCITS ETF, expanding its climate-focused ETF..
ETFs in Europe gathered net inflows of USD8.61 billion during February, bringing year-to-date net inflows to USD27.94 billion, according to..

Related Articles

Off the Record Episode 1
ETF Express is pleased to announce the launch of Off the Record, a new podcast series, in partnership with Truss...
February ETF flow figures from iShares at BlackRock reveal that inflows into global ETPs were moderate for a fifth consecutive...
Noel Archard, AllianceBernstein
Noel Archard has been in position as the global head of ETFs at AllianceBernstein for just over a year and...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by