Global Macro Managers Enjoying Divergence, Volatility Says Weaver

Diverging central banks and increased volatility will be the big themes in 2015 making it a good time to be in a multi-strategy fund.
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Diverging central banks and increased volatility will be the big themes in 2015 making it a good time to be in a multi-strategy fund, said Dorothy Weaver, Portfolio Manager for the Collins Alternative Solutions Fund. Weaver added that she expects long/short credit, event-driven and activist strategies to have the most potential upside in the current environment. She said global macro managers will also have the wind at their backs as economies and currencies diverge. Finally, Weaver said she does not expect the Federal Reserve to surprise the market like the Swiss Central Bank did last week.