The 'AlphaQ – August 2015' special report comprises 15 separate articles listed below, these can be read individually or as a sequence.
Welcome to the August issue of AlphaQ, the digital magazine based on skill based, risk adjusted returns
Our cover story this month is a profile of Hugh Hendry, founder and chief executive officer of Eclectica Asset Management. He may be a maverick and as much familiar for his robust media performances as his money management skills, but his firm has achieved 9 per cent per annum since launch 13 years ago, having survived the loss of over two thirds of its assets. In our piece, he stoutly defends global macro, saying that the flat years were when the strategy was doing exactly what it is designed to do.
Beverly Chandler interviews Eclectica's Hugh Hendry (pictured) as he defends global macro, and reflects on the tough business of being a hedge fund manager.
Direct lending markets in Europe are enjoying a period of growth, writes James Williams.
Beverly Chandler interviews Maples FS's Tyler Kim (pictured) and Greg Knapp on the operational issues within P2P lending.
Our regular columnist, Randeep Grewal (pictured), calls on Harry Potter to explain the complicated nature of currency relationships.
Beverly Chandler talks to Neal Berger, chief investment officer of Eagle View Capital Partners.
Private catastrophe bonds offer enhanced returns in the insurance linked securities market, writes James Williams.
In the first of a two part series on unconventional alternatives, Marianne Scordel (pictured), Founder of Bougeville Consulting, looks at litigation funding.
James Williams talks to firms who are trading Asian bonds to leverage a strong RMB.
Robert White (pictured), partner, Oldfield Partners, examines corporate governance, shareholder return and the unlocking of Japanese value.
James Williams reports that the Pensions Infrastructure Platform (PiP) has reached GBP1 billion in commitments.
Advent's Jad Fares (pictured) explains Saudi's new market initiative will take its time evolving.
Do all alternatives behave as alternatives during a market crisis, asks James Williams.
Vietnam's stockmarket prepares to raise foreign ownership limits, reports James Williams.
In this issue's Preqin Perspective, the firm looks at the performance of sector-specific vs. generalist buyout funds.