The Long-Short

Chris Hughes, Editor-in-Chief of Abu Dhabi Finance Week, returns to The Long-Short for an on-the-ground perspective on the UAE after an extraordinary year for the region. We discuss the continued growth of its financial sector, the long-term commitment of international firms, what is driving the UAE’s appeal as a global financial centre, and what to expect from Abu Dhabi Finance Week – including A...

Investors are backing emerging hedge fund managers earlier – but earlier doesn’t mean easier. Marex’s Lawrence Obertelli joins The Long-Short team to discuss what investors now expect from smaller managers and what it takes to build and scale a successful hedge fund business. Hosted on Acast. See acast.com/privacy for more information.

Freddie Parker, Co-Head of Prime Insights and Analytics at Goldman Sachs, returns to The Long-Short to unpack the first half of the year: where hedge funds made money, which trades became crowded, how performance varied across strategies and regions - and what could come next. Hosted on Acast. See acast.com/privacy for more information.

As summer interns wrap up their placements on Wall Street and look toward full-time roles, standing out in an increasingly competitive hedge fund job market has never been more vital. In this episode of The Long-Short, we revisit a standout conversation with Brett Caughran, founder of analyst training firm Fundamental Edge. Whether you're cutting your teeth in finance or looking to make the leap t...

In this episode of The Long-Short, Tom Kehoe is joined by Hedgeweek’s Manas Singh to discuss the latest Hedgeweek and AIMA allocator sentiment report and how investors are responding to a more fragmented market. Together, they look at why allocators are increasing their hedge fund exposure, with diversification, downside protection and uncorrelated returns high on the agenda, and why multi-strateg...

Competition between Asia-Pacific's leading financial centres is intensifying, but what does it take to remain competitive in today's global investment landscape? Hosts Tom Kehoe and Drew Nicol are joined by Kher Sheng Lee, Co-Head of AIMA Asia Pacific, to discuss AIMA's latest advocacy work in Singapore, the lessons from Hong Kong's recent reforms, and the broader strategy to strengthen the region...

In this episode of The Long-Short, hosts Tom Kehoe and Drew Nicol speak with Leslie Maasdorp, Chief Executive of British International Investment (BII), about the growing role of institutional investors in financing climate resilience. From blended finance and emerging markets to adaptation and long-term investment, they explore how public and private capital can work together to address one of th...

The FCA and HM Treasury have unveiled the biggest overhaul of UK rules for alternative investment managers since Brexit. From reporting and remuneration to risk management, the proposals could reshape how hedge funds, private credit managers and other alternative investment firms are regulated. What exactly is changing and why? In this episode, AIMA's Jennifer Wood, Global Head of Asset Management...

What do Korean hedge funds, Hong Kong tax reform, football managers, SMAs and quantum computing have in common? They all featured in the conversations that The Long-Short hosts Tom Kehoe and Drew Nicol couldn't stop talking about long after the microphones were put away.  Peter Kim explains why hedge funds are gaining traction in South Korea and why investors are paying attention. Darren Bowd...

This week, we're revisiting a standout episode from 2025 whose themes are even more relevant today. As climate change and El Niño-driven weather events continue to influence global catastrophe risks, Tom and Drew explore one of the most fascinating and fast-evolving areas of alternative investing: insurance-linked securities and catastrophe bonds, where finance meets the forces of nature.   J...

Quantum computing promises breakthroughs that could transform life as we know it – but what happens when the technology becomes powerful enough to crack the cryptography underpinning billions of dollars in digital assets? In this episode of The Long-Short, we speak with Bill Laboon, Vice President, Technical Operations at Web3 Foundation, to explore the looming collision between quantum computing...

A major milestone for Hong Kong's asset management industry is now within reach. After more than six years of sustained advocacy, engagement and collaboration led by AIMA alongside industry leaders, long-awaited reforms to Hong Kong's carried interest and performance fee regimes are edging closer to reality. In this episode of The Long-Short Tom Kehoe and Drew Nicol are joined by Darren Bowdern, H...

After a decade of relative stability, the investment landscape is changing fast. Higher interest rates, geopolitical fragmentation and persistent market volatility are forcing institutional investors to rethink how they allocate capital, construct portfolios and manage risk. In this episode of The Long-Short , we speak with Brandon Gill-New, Managing Director and Head of External Partnerships at t...

Europe’s credit markets are flashing mixed signals: some see a drought of opportunity, others see one of the richest hunting grounds in years. So, who’s right?   Akshay Shah, Founder and Chief Investment Officer of Kyma Capital, joins Tom and Drew to unpack why he believes today’s European distressed debt market offers one of the deepest and most durable opportunity sets in decades.   Sh...

Why are football clubs - volatile, emotionally driven businesses - attracting billions from private equity firms, celebrities, and sovereign wealth funds? In this episode, football finance expert Kieran Maguire joins The Long-Short to unpack the economics of the global game: where investors find alpha, the true financial cost of relegation from the Premier League, the rise of multi-club ownership,...

South Korea is having a capital markets moment. Home to global leaders in semiconductors, automotive manufacturing and advanced technology, Korea’s markets have delivered extraordinary returns in recent years, fuelled by a powerful combination of market momentum, policy reform and shifting global capital flows. As a result, the country is increasingly attracting the attention of some of the world’...

This episode tackles one of the most misunderstood, and, frankly, misrepresented topics in private markets right now: gating. Often painted as a crisis measure, gating is in fact a tool designed to match investor liquidity with inherently illiquid assets. Joe Morrissey, a Partner at Seward & Kissel, joins Tom Kehoe and Drew Nicol to explain why gates exist, the difference between fund-level an...

The UK has already seen a significant push of regulatory reform affecting alternative investments this year, with much more still to come. Aniqah Rao, Associate Director of Markets, Governance and Innovation at AIMA, joins The Long-Short to analyse last week’s FCA publication on short selling, the ongoing consultation around a potential ban on non-competes and highlight the key proposals that shou...

After a packed first quarter, The Long-Short co-hosts Tom Kehoe and Drew Nicol break down the key forces shaping markets, from geopolitical fault lines and economic chokepoints, to mounting pressure in private credit and what the next phase of AI adoption really means for fund managers. This isn’t a recap, it’s our read on what mattered for alternative investments, and where markets go next. We’re...

As part of our ongoing series revisiting timely and relevant conversations, we’re republishing this episode for listeners who may have missed it the first time around ,a clear, practical look at why quant matters more than ever. In June 2025, Philip Seager, Head of Portfolio Strategy at Capital Fund Management (CFM), joined The Long-Short to demystify quantitative multi-strategy hedge funds. From...

As geopolitical tensions escalate in the Middle East, this episode of The Long-Short explores what a broader regional conflict could mean for hedge funds, energy markets, and macro positioning.   Damien Bruckard, Co-Founder and Chair of Geopolitical Strategy, explains why the Strait of Hormuz, a critical artery for roughly 20% of global oil supply, is central to the investment outlook, how di...

Last year, hedge funds delivered their strongest performance since the 1990s. In this episode, Freddie Parker, Goldman Sachs’ Managing Director and Co-Head of Prime Insights and Analytics, explains what drove the surge, which investment strategies did best, and how investors are reacting. Freddie also highlights the rebound in quant, why Asia is becoming a growing focus for managers, and what...

In this episode of The Long-Short, Chenavari Chief Co-Investments Officer & Head of Investment Solutions Edward Smalley unpacks structural credit, bank–private credit dynamics and mispriced risk. He also explores whether private credit is truly “untested,” and how AI and data are reshaping modern credit investing. Hosted on Acast. See acast.com/privacy for more information.

Financial Times investigative journalist, Dan McCrum, joins The Long-Short to explore the striking parallels between the HBO/BBC drama Industry and the real-world collapse of Wirecard. Drawing on his experience exposing one of Europe’s biggest corporate frauds, Wirecard, Dan explains how accurately the series captures the mechanics of accounting scandals, the controversial but often misunderstood...

In this episode, hosts Tom Kehoe and Drew Nicol explore the risks and rewards of emerging market debt - an often misunderstood, high-yielding asset class. Joining them is Polina Kurdyavko, Head of Emerging Markets at RBC BlueBay Asset Management, who shares her expert insights on navigating volatility, managing risk, and uncovering opportunity in today’s shifting macro landscape. Hosted on Acast....