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AlphaQ February 2017
AlphaQ February 2017

Sun, 19/02/2017 - 13:08

AlphaQ’s February issue brings you an interview with Guy Strapp, CEO of Eastspring Investments, one of the largest asset management firms in the world, with USD140 billion under management, though not so well known outside its native Asia Pacific, plus a look at Woozle and Eagle Alpha and their different approaches to data gathering for investment managers. We also have a ‘Bloomberg’ for private equity offering from CEPRES, plus a look at the potential impact of 871m, a 30 per cent withholding tax on dividend-equivalent payments for non-US investors. Regular columnist Randeep Grewal meanwhile, quotes Elvis as he considers lonesome stocks…

The 'AlphaQ February 2017' special report comprises 16 separate articles listed below, these can be read individually or as a sequence.

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Beverly Chandler, AlphaQ

AlphaQ February 2017

Sun, 19/02/2017 - 13:26

Welcome to the first issue of AlphaQ for 2017 and what a start to the year we have seen, with macro events dominating and the markets apparently lapping it up. »

Mark Pacitti, Woozle Research

Investigating the Woozle effect

Sun, 19/02/2017 - 13:33

Woozle may not be an academic term with which you are familiar, but watch this space, literally. Nearly a year ago, Mark Pacitti, and Charlie Ellis founded Woozle Research, a solution to the Woozle effect theory of evidence by citation, whereby a finding gets repeatedly quoted until taken as the truth. »

Alistair Evans, Bedford Row Capital Advisers

Beating the banks off the beaten path

Sun, 19/02/2017 - 13:37

Formed in February 2016, Bedford Row Capital Advisers, one of the leading non-bank arrangers of listed debt securities, started out with modest aims of achieving two or three listings in its first year, but ended up doing 11 and issuing GBP440 million in senior secured, asset backed bonds with yields of between 5 and 8.5 per cent. »

Daniel Koller, BB Biotech

Whither biotech in 2017?

Sun, 19/02/2017 - 13:40

Dr Daniel Koller (pictured), lead manager of BB Biotech, writes that Biotech was one of the most widely reported sectors in 2016. Not only did the US election bring turbulence to biotech stocks but 2016 also reminded us of the importance and impact of social media, he says. »

John Melsom, Omni Event Fund

Managing the main event

Sun, 19/02/2017 - 13:45

John Melsom is CIO of the Omni Event Fund, an actively managed global event-driven strategy with a focus on equity and equity-related securities of companies undergoing significant corporate actions and other hard catalyst events. »

Guy Strapp, Eastspring Investments

Eastspring – the hidden giant

Sun, 19/02/2017 - 13:30

Beverly Chandler interviews Guy Strapp (pictured), CEO of Eastspring Investments, the USD140 billion (as at 30 June 2016) Asian investment management arm of Prudential plc. »

Jonathan Brose

The 871(m) rule

Sun, 19/02/2017 - 13:49

Jonathan P Brose (pictured), Brett R Cotler, and Craig T Hickernell ​of Seward & Kissel LLP​ write on the US's Section 871(m) rules which are being phased in at the moment and the likely impact for non-US investors. »

Abigail Dean, TH Real Estate

Real estate sustainability trends in 2017

Sun, 19/02/2017 - 13:51

James Williams writes that a new report published by TH Real Estate entitled THINK 2017: Five things you should know, highlights five areas of focus for future real estate investment: big picture trends, cities to watch, leading sub-sectors, technology trends and sustainability. »

Gabriella Kindert

Trending in lending in 2017

Sun, 19/02/2017 - 14:08

Gabriella Kindert (pictured), Head of Alternative Credit at NN Investment Partners writes on key trends to watch in alternative lending during 2017. »

Emmett Kilduff, Eagle Alpha

Flying high

Sun, 19/02/2017 - 14:10

As alternative and traditional fund managers look to enhance their trading strategies and move away from crowded trades, James Williams discovers that Eagle Alpha is leveraging the explosion in `big data' to offer buy-side firms alternative data sets to harness alpha. »

Robert Flannigan, Hamilton Lane

Sticking to the middle ground

Sun, 19/02/2017 - 14:13

James Williams finds that, although cautious overall in its outlook for global real estate in 2017, Hamilton Lane, an alternative fund manager with USD40 billion in discretionary AUM, does see some strong fundamentals throughout a good portion of the market. »

Yu-Ming Wang, Nikko Asset Management

Asia credit – a separate allocation

Sun, 19/02/2017 - 14:19

Yu-Ming Wang (pictured), Global Head of Investment and Chief Investment Officer, International, and Bertram Sarmago, Investment Director, Asian Fixed Income, at Nikko Asset Management have written a paper expounding their theory that Asia credit should stand alone from global emerging market (EM) debt. »

Thomas MacDonald, Jaguar Growth Partners

Jaguar pounces on LatAm real estate

Sun, 19/02/2017 - 14:25

Latin American real estate offers an abundance of attractive entry points and long-term growth opportunities, particularly in markets such as Brazil and Mexico, as their middle class demographics continue to rise, writes James Williams. »

Michael Ferguson, S&P Global Ratings

Rating US hydropower risk

Sun, 19/02/2017 - 14:28

Michael Ferguson (pictured), director, US Energy Infrastructure, S&P Global Ratings, writes that despite fears that Donald Trump's ascent to The White House could be a major blow to renewable energy, the US is currently experiencing a financing renaissance in one particular source: hydropower. »

Danile Schmidt, CEPRES

PE.Analyzer: the Bloomberg for PE

Sun, 19/02/2017 - 14:32

James Williams writes that CEPRES has rolled out a new platform to give institutional investors a way to effectively benchmark private capital market investments. »

Randeep Grewal

"Are you lonesome tonight?"

Sun, 19/02/2017 - 14:36

Our regular contributor, Randeep Grewal, calls on Elvis to examine so-called lonesome stocks and industries. »

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Previous editions
AlphaQ February 2017

AlphaQ February 2017

Sun, 19/02/2017 - 14:08

AlphaQ December 2016

AlphaQ December 2016

Mon, 19/12/2016 - 11:33

AlphaQ October 2016

AlphaQ October 2016

Wed, 19/10/2016 - 10:14

AlphaQ - August 2016

AlphaQ - August 2016

Fri, 12/08/2016 - 11:46

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