Higher For Longer Inflation And Rates Boost Sector Dispersion, Says LFIS
Guillaume Dupin, chief investment officer at LFIS in Paris, said the “new world” of higher inflation and rates could bring disparity in performance across sectors and drive opportunities in dispersion strategies.
Dispersion Opportunities And Innovations In 2023 – Europe EQD
Patrick Bartholet, portfolio manager at Aviva Investors, John Hiatt, vice president, derivatives strategy at Cboe, Yann Le Her, portfolio manager at Hellebore Capital and Oyetola Oyeleye, volatility portfolio manager at Fulcrum Asset Management, discussed the evolution of dispersion trading as well as innovation and opportunities for the year ahead on day two at Europe EQD in Barcelona. The panel was moderated by Tim Edwards, managing director and global head of index investment strategy at S&P Dow Jones Indices.
Yann Le Her Launches New Fund At Hellebore Capital
Yann Le Her, the former derivatives head at LFIS, has launched a new dispersion fund at Hellebore Capital. Le Her joined the asset manager, which to date has specialized in credit derivatives, in April as a senior portfolio manager and has been developing the fund since. The Hellebore Equity Dispersion strategy launched on Dec. 1 and is the firm’s first equity volatility fund.
Are Days Numbered For The Dispersion Strategy? – Cboe RMC
Stephen Crewe, portfolio manager at Fulcrum Asset Management, Mikhail Krayzler, lead portfolio manager and a director at Allianz Global Investors, and Pav Sethi, founder and chief investment officer at Gladius Capital Management, came together for a panel discussion on the outlook for dispersion.
