KEY FEATURE

The Abu Dhabi GP Pit Stop: Geopolitical Landscape Panel

40:18 min

  • Tariffs, portfolio construction, and opportunities
  • The Fed’s reaction function
  • Systemics risk versus market sentiment
  • European markets, regulation and leadership
  • Impact of tariffs and inflation on, and outlook for the Middle East

If you missed our Geopolitical Landscape panel at Albourne's client event, The Abu Dhabi GP Pit Stop, you can catch up here! This panel was hosted by Albourne’s Senior HF IDD Analyst, Mike Halliwell, and features three Hedge Fund managers as well as Albourne’s Head of Portfolio Group, James Walsh. 

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Watch the Global Private and Public Credit Panel - GP Pit Stop

Managers may take advantage of the current dislocation in global trade dynamics, while liability management exercises may become more prevalent due to tariff-related liquidity issues, and the Private Credit space is seeing significant growth but also facing pressure on structure and pricing.

Hedge Fund Performance - March 2025

Overall Hedge Funds had a slightly negative month; at the strategy level using HedgeRS AW, top performers included Tail Hedge, Commodities -Directional, and Quantitative Equity Market Neutral strategies, while Sector Healthcare was the bottom performer.

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EU Sustainable Finance Regulation Series - Sustainable Finance Disclosure Regulation (“SFDR”)

SFDR is the EU's overarching sustainable finance regulation, which mandates self-identifying disclosure requirements for managers to support investors' decision-making; it includes requirements for financial products that have sustainable investments as an objective and those which promote positive environmental and/or social characteristics.

Global Tariffs and Trade Wars – Initial Commentary from Albourne’s PM IDD Team

At this early juncture, Albourne’s Private Markets Team have outlined some of key points to consider from a Private Markets lens during this currently rapidly evolving period.

Global Tariffs and Trade Wars – Commentary from Albourne’s HF IDD Team

The following note outlines current MTD market performance as of COB 7 April and the early impact on Hedge Fund strategies from Albourne’s HF IDD Analysts across the globe.

Introduction to 40 Act Funds in Private Markets

This paper aims to clarify the complex and rapidly evolving landscape of United States 40 Act funds used to hold private assets.
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