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Money managers under the microscope

INSIDER-Bullish Outlook for Stocks for 2011

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Investors lifted their exposure to stocks to a 10-month high in December, according to a Reuters poll. Nordea’s Asbjorn Trolle Hansen says they are right to be bullish about 2011.

Permal’s picks for 2011

It’s always tricky to know what the New Year will bring for investors, but fund of hedge fund firm Permal has stuck its neck out and is backing long-short equity, merger arb and commodity funds for 2011.

The reasoning goes that, despite fears over Europe’s sovereign debt crisis and a possible double dip recession in the U.S., 2011 will in the event prove fairly benign for investors, senior executive officer Omar Kodmani told me in an interview last week at Permal’s plush St James’s offices.

Morning Line-UP: Falling short on disclosure and a European venture

RTR1SGF8News and views on the asset management industry from Reuters and elsewhere:

UK managers fall short on disclosure - Reuters

US govt related holdings boosted in Pimco fund – Wall Street Journal

Survey sees greater hedge fund exposure - Financial Times

Paulson taps into Europe – Wall Street Journal

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