CIO Greatest Hits: Hedge Funds – Dan Fagan (GIC), Craig Bergstrom (Corbin Capital Partners), and Adam Blitz (Evanston Capital)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Credit Markets and Hedge Fund Dynamics
This chapter explores the current challenges and opportunities in credit investing amidst economic uncertainty and rising defaults. It highlights the importance of selecting competent macro managers while addressing the complexities of hedge fund fee structures impacted by rising interest rates. The discussion emphasizes innovative strategies such as catastrophe reinsurance and the growing appeal of private credit funds in a volatile market environment.
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