At our Pan-European Congress in Rome last month, we asked delegates how they deal with the volatility of currency markets. Do they hedge or do they take active currency bets?
Tag: Omar Gadsby
Active share should you care
At our Pan-European Congress in Rome, some 81% of delegates said they consider active share an important metric in their fund selection process. Here are some reasons why you should (not) care about active share.
You can hedge but not hide
The devaluation of the euro is regarded by many as a one-way street: if the US is a guide, then Europe’s QE 1 will be followed by QE 2 and QE 3 and if history is a guide, the devaluation may go on for many more months. So what should we do to prepare?
Off the record
Tjibbe Hoekstra looks at one of the most universal of investment measurements and asks fund selectors if it is time to drop our reliance on track record as a way of selecting funds.
“We need bond managers who can implement a short idea” – Omar Gadsby, part 1 of 2
Omar Gadsby, head of fixed income fund selection for Credit Suisse’s private banking arm, explains how he is trying to move away from fixed income benchmarks.
Alternative fund buyers prioritise drawdown
Fund selectors singled out two aspects of a funds past performance that attract most of their attention.
The track record starting point
What’s the place of a fund’s track record in the fund selection process?
Absolute return caution advised
Despite the popularity of the asset class, not many absolute return funds have been able to live up to expectations.
a little goes a long long way
Omar Gadsby takes a less-is-more approach in his role as head of fixed income fund selection at Credit Suisse. By Will Jackson
