Paul Zummo highlights shifting macro conditions, selective opportunities in statistical arbitrage and thematic trades, and the growing role of SMAs amid increasing multi-strategy complexity.
The past several months have served as a “reminder” for JP Morgan Alternative Asset Management Chief Investment Officer and Co-Founder Paul Zummo. Zummo, who oversees allocating close to $50bn in external hedge fund solutions, notes this period has exposed the strengths and weaknesses across the industry, re...
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