Two-year-old private debt boutique Arbitrium Capital Partners, which invests in stressed, distressed and opportunistic plays, has begun doing the rounds for a new a $300 million fund.
The timing is exquisite for alternative credit fund manager specialising in SME lending and green infrastructure - Craig Reeves opalesque.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from opalesque.com Daily Mail and Mail on Sunday newspapers.
Heeten Doshi B. G., Opalesque Geneva:
Many investors, academics, and financial professionals believe market timing is impossible. Other investors, especially active traders, believe strongly in it. Market timing is the act of moving investment money in or out of a financial market or switching funds between asset classes based on predictive methods.
Market timing is most popular at the bottom of bear markets and least popular at the late stages of a bull market. Buy-and-hold behaviour is the reverse. Currently buy-and-hold seems to be more popular than it has been in at least a decade, which may suggest the bull market s end is near, says MarketWatch.
Robert Zuccaro B. G., Opalesque Geneva:
Robert Zuccaro, a quantitative investment pioneer and founder of Target QR Strategies, raises a new angle to this year s debate on growth stocks versus value stocks.
Russell Investments predicted that value stocks would outperform growth stocks this year. Much of their case rests on the regression to the mean theory given significant underperformance by value stocks relative to growth stocks over the past 15 years. But the rationale ignores the underlying fundamentals that favour growth stocks, says Zuccaro in a recent commentary seen by Opalesque.
The Russell 1000 Growth ETF returned 38% in 2020 compared to almost 3% for the Russell 1000 Value ETF. But in February 2021, the Value ETF beat the Growth ETF by 9.8% versus -1.1%. That was its best relative showing in any month since 2001.