11-May-2022O’Connor CIO Newsletter-Hedge Funds Outlook
The challenging macro backdrop of 1H2022 has weighed heavily not only on beta performance in...
Macroeconomic
Macro Matters
Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.Key takeaways01 The second half of 2022 may look like the reverse...
UBS
O’Connor CIO Newsletter-Hedge Funds Outlook
The challenging macro backdrop of 1H2022 has weighed heavily not only on beta performance in equities, credit and long duration fixed income, but also on the fundamental relative value strategies...
- Interest rate volatility
- Investor positioning and psychology
- Strategies for the second half of 2022
- Convertibles valuations have fallen
- Merger arbitrage spreads are widening
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