Daniel Arbess on China, Inflation, Commodities
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December 11th, 2009 by Prieur du Plessis, Investment Postcards from Cape Town
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Daniel Arbess, manager of the Xerion Hedge Fund and partner at Perella Weinberg Partners in New York, joins Aline van Duyn, US markets editor of the Financial Times, to discuss themes from 2009, inflation risks, China and commodities.
Part 1: Themes from 2009
Arbess says “next year is going to be a much more difficult year, because we have not reduced the amount of gross leverage in the financial system”. He also discusses government interventions over the past year.
Click here or on the image below to view Part 1 of the interview.
Part 2: Inflation risks
Arbess says “next year investing is going to be as much about managing macro and fiscal imbalances and tail risks as it is about selecting the right securities”.
Click here to view Part 2 of the interview.
Part 3: China and commodities
Arbess says: “I think that this year will be proven to have been the easy part. … what we did was we put a finger in the dyke last year, but by no means has the dyke been repaired.”
Click here to view Part 3 of the interview.
Source: Aline van Duyn, Financial Times (here, here and here), December 8, 2009.
Dr. Prieur du Plessis is an investment professional with 26 years' experience in investment research and portfolio management. More than 1,200 of his articles on investment-related topics have been published in various regular newspaper, journal and Internet columns, including his blog, Investment Postcards from Cape Town. He has also published a book, Financial Basics: Investment. Prieur is Chairman and principal shareholder of South African-based Plexus Asset Management, which he founded in 1995. The group conducts investment management, investment consulting, private equity and real estate activities in South Africa and a number of foreign countries. He also serves as Honorary Consul of Slovenia for South Africa, actively developing economic, cultural and scientific relations between Slovenia and South Africa. Prieur is 54 years old and live with his wife, television producer and presenter Isabel Verwey, and two children in Cape Town, South Africa. His leisure activities include long-distance running, traveling, reading, motor-cycling and scripophily. Read more from the author/contributor here.
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