Michael Hintze, the founder of London-based hedge-fund firm CQS, says that the U.S. economy could pleasantly surprise many investors in 2013, driven in part by continuing recovery in the housing market and the rebuilding of bank balance sheets.
On the whole, Hintze is bullish on 2013, as he thinks central bank stimulus should continue to boost credit and equity markets, according to a question-and-answer session with the manager posted on the firm’s website.
