Absolute Returns News Today

Anshul Saigal analyzes the potential returns of PSBs compared to private banks, discusses VIP and Safaris competition, and highlights the impact of US FDA regulations on Indian pharma companies, emphasizing improving business models. On Piramal Pharma and Wockhardt, he points out their business models are improving without recommending a buy.

Candriam has merged several specialist teams to create a "unified" alternative investments platform.

In the vast expanse of global geopolitics, where the corridors of power are often shrouded in secrecy, there emerges a narrative that is as riveting as it

Craft Emerging Market Fund PCC is the biggest investors amongst them, investing Rs 70 crore in HMA Agro via Citadel Capital Fund, and Elite Capital Fund.

Managers in the U.S. and Europe are continuing to reduce both their net and gross exposures, now converging near their long-term lows. They are selectively selling or shorting stocks that are the most exposed to tighter restrictions, preferring value stocks instead (to position on firming real yields).

Protection and fixed income strategies have had to adapt in recent years to the extraordinary economic environment and investors’ reluctance to miss out on returns, but that doesn’t mean the foremost experts in portfolio construction and blending strategies aren’t worried about how some portfolios are positioned.

We broadly think about the sector as a collection of three sub-sectors: quantitative/systematic, alternative, and traditional. At Latitude Investment Management, we sit firmly in the last category.  Many funds deploy quantitative or systematic strategies, often using a long-short equity or relative value approach to time markets and generate returns for investors. The benefit is a lower correlation to major asset classes, although the potential for miscalculating risk can lead to sharp drawdow...