Permal Group CEO Likes Global Macro, Activism
Just like an active fund manager has to balance the different risks in his portfolio as the markets move, a fund of funds has to decide which strategies have the most promise and manage exposures accordingly. In a recent interview with Bloomberg Briefs, Permal Group CEO Omar Kodmani explains why the fund of funds (with $22.5 billion in assets under management) has shifted from under- to overweight global macro and why he thinks activist strategies are well-positioned . . .
This content is exclusively for paying members.
If you are subscribed and having an account error please clear cache and cookies if that does not work email [email protected] or click Chat.