Robert Christian Sees More Hedge Funds Closing in 2019

The transcript discusses the current challenges faced by hedge funds, including closures and market consolidation. It highlights the importance of manager selection and investment strategies in a changing market environment. The conversation explores a paradigm shift in investment approaches, emphasizing the need for adaptability. The impact of volatility and macro investing opportunities is examined, along with the role of hedge fund fees and alternative investments. Finally, the discussion covers year-end positioning and risk management strategies in light of geopolitical events.

What factors are contributing to the closures and consolidation of hedge funds?

How have global monetary conditions affected hedge fund performance since 2017?

What challenges do hedge funds face in generating returns in the current market environment?

In what ways has the investment landscape changed for hedge funds over the last decade?

What is the significance of the shift towards short-term investing among hedge fund managers?

How might the current volatility in the market create opportunities for macro investing?

What role do fees play in the decision-making process for hedge fund investors today?