The Hedge – January 2023 Edition

Our January edition of The Hedge is out, with PwC, AIMA, Bitwise, Lutyens Advisory and RQC Group all giving us their take on the past year and looking ahead to 2023. In this issue, we also take a look at:

  • December hedge fund performances
  • Short investor focus, with the Tesla short proving particularly lucrative
  • Macro and quantmanagers wrapping up what was an exceptional year
  • Fund launchtrends
  • The latest on nickeland what’s been going on in the stock meme world 
  • Fund raises 
  • PE flowsand lack of M&A
  • Carlyle’s troubles and Blackstone’s fighting talk
  • Crypto flows
  • December markets 

Seema Chandaria and David Selden from PwC look at the emergence of family office investment funds, driven by evolving needs and more sophisticated structures.

Jack Inglis, CEO at AIMA, looks back at the past year in alternatives, the challenges the sector faced, particularly regulation, the role of private credit during the year, and what 2023 has in store, with Jack “cautiously optimistic.”

Charlie Harris of Lutyens Advisory continues the family office theme, looking at their greater institutionalisation and changing requirements.

Bitwise’s Vin Molino changes tack with a breakdown of crypto in 2022, a hairy year for this sector, as he picks out some of the ODD lessons the sector needs to take on board.

We then round off with the indefatigable Matt Raver from our RQC Group, looking back at regulatory developments over the past year.

Please click below for the January edition of The Hedge and forward this to anybody you feel would be interested. We will be delighted to add them to the distribution.

The Hedge