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Digital Subscriptions > The Hedge Fund Journal > Issue 109 - November 2015 > The ‘Winds Of Change’ Are Spurring New Winners

The ‘Winds Of Change’ Are Spurring New Winners

Latest investor commentary

Everyone seems so grumpy and full of foreboding. Large institutional investors have had to endure so much in the last 15 years, and scarred by this they are demonstrating a predilection for great caution spurred on by countless gloomy scenarios. I met one recently that had an annual budget of $200m to spend on hedging against extremely low probability bad events, whilst one of Brazil’s largest pension funds describes its new investment strategy as “wait, see and pray”.

Whilst it is understandable that sentiment in a commodity producing nation should have reversed, on a global basis this caution seems odd. For at the macro level there are always winners and losers and we are very much more upbeat at the prospect of participating in the winds of change that are spurring new winners.

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