Real returns are the key as inflation rises

Lee Robinson has a 12-year track record as an event-driven investor, which goes back to his days at Tudor Capital, where he built and managed the firm’s risk arbitrage business from 1998 to 2001.

In general, said Robinson, we are in “probably the most dangerous period for investing since World War II”. But he ended by reiterating his belief that “real returns will return to the forefront of investing”, and urged the hedge fund managers in the audience to rise to the challenge and deliver those real returns to investors.

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