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Traditional asset classes appear to offer uninspiring beta returns at present, and recent years’ hedge fund returns have disappointed both in magnitude and diversification benefits, likely reflecting capacity pressures associated with the concentration of AUM and inflows with larger funds. We argue that, by contrast, Emerging hedge funds offer a rich opportunity set with far fewer capacity issues where skilled managers with concrete competitive advantages in less efficient, smaller capitalization market segments can generate better, more sustainable and less correlated excess returns

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Greetings,  We begin with the UK where the Bank of England will not only cut the benchmark rate (to record low) but also undertake another round of quantitative easing (QE). The total BoE balance sheet expansion could be as much as £170bn, including gilts & corporate bond purchases as well as lending to banks. The

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