Long Story Short

Alpha That Makes a Difference; 2022 in Review and a 2023 Outlook with Luke Ellis, CEO

Dec 21, 2022

52:03

Highlights

AI Chapters

Episode notes

Platforms in the Hedge Fund Business

04:10

Active Management

02:33

Is This UK Guilt Crisis a Lehman Moment?

01:34

Introduction

3min

Is the Fed Backing Off Rate Rises?

3min

Is the S&P 3,000 a Good Range?

5min

Active Management

3min

Is There a Dead Universe Long Short or Equity Long Short?

4min

Two Year Notes at Eight and a Quarter Percent?

2min

Is the UK Pension Crisis a Fat Tale?

6min

Is This UK Guilt Crisis a Lehman Moment?

2min

FDX Isn't Going to Buy Goldman Sachs, Right?

3min

10.

Is Illiquidity the Game Up for Private Markets?

5min

11.

Do Quants Will Take Over Private Markets?

4min

12.

Platforms in the Hedge Fund Business

4min

13.

Are the End Savers the Only Ones Who Take Actual Risk?

4min

14.

Hedge Funds Unionize - Is That a Competitive Advantage?

4min

2022 has seen inflation move from ‘transitory’ to recessionary risk, supposedly low-risk pension investment strategies caught in a liquidity crisis, and the return of high interest rates and high asset price volatility. As investors and policymakers alike look to manage risk ahead of 2023 which appears set to be a repeat of 2022, delivering returns is more important than ever.

For the final episode of the year, Luke Ellis, CEO at Man Group, joins Peter and Long Story Short to discuss the state of today’s markets, hedge fund performance in 2022, and what comes next for an industry with a duty of care for its end savers.