Jonathan du Toit discusses Greater degrees of freedom with a Long/short equity hedge fund:
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23 Apr 2024
Volatility Creates Offshore Investment Opportunities For Active Managers
As half of the world’s population goes to the elections polls this year, war in the Middle East and Ukraine continues and inflation in most developed markets appears to be cooling, active managers are taking advantage of the volatility this creates to apply disciplined investment strategies.
Amplify Investment Partners expects persistently high interest rates to be a headwind for global equity markets, especially the US where market valuations remain high relative to history and to emerging markets.
“We have however seen that some companies in the tech industry (which has driven the total US market higher) have bucked the trend and continue to perform above market expectations as future earnings remain attractive,” Amplify’s head of positioning, Nico Janse van Rensburg says, adding that as bottom-up fundamental managers, Amplify’s fund managers look at share level to find opportunities.
