Monthly Archives: May 2017

Hedge Funds’ Favorite Stocks Beat the S&P 500

(Barron’s) When hedge funds closed the book on 2016, it was one of the worse years for the industry in memory. A basket of the industry’s biggest holdings, however, is having a good start to 2017. Goldman Sachs says that […]

Hedge Fund Managers Pour SALT on US Stocks, Look to Europe

(Forbes) Speaker after speaker touted European equities for their attractive valuations and as a means to diversify away from the volatile American market in light of rising U.S. geopolitical risk. France’s election of centrist Emmanuel Macron over far-right nationalist Marine […]

Emerging Markets Debt: Is There Still Gas in the Tank?

(Harvest) This week, we welcome guest writer Rob Drijkoningen . As co-head of our Emerging Markets Debt team, Rob has been closely watching the reforms and growth trends, as well as favorable yields, that are helping drive the asset class. […]

Hedge Fund Perspectives

(Harvest) Markets appear to be at an inflection point, driven by the potential transition to a period of rising interest rates and higher volatility as U.S. monetary policy tightens, as well as the anticipated deregulation and fiscal stimulus under the […]

The Robo[t]s Are Coming – Are You Ready?

(Harvest) The robo[t]s are coming, and in reality have already made themselves comfortable with our clients. The disruption of robo-advising for its relatively low fees and online convenience will go down as a game-changer in our industry. To read this […]

Fake Filer Charged With Manipulating Fitbit Stock

(HedgeCo.Net) The Securities and Exchange Commission today filed fraud charges against a Virginia-based mechanical engineer accused of scheming to manipulate the price of Fitbit stock by making a phony regulatory filing. According to the SEC’s complaint, Robert W. Murray purchased […]

SS&C GlobeOp: Forward Redemption Indicator Rises To 3.08%

(FINalternatives) May notifications for hedge fund redemptions rebounded slightly but continue to trend lower than the levels seen at this time last year, according to new research from fund administrator SS&C GlobeOp. To read this article:

eVestment: Investors Pause On Hedge Fund Allocations In April

(FINalternatives) Hedge fund flows were largely flat in April as investors took a break in re-engaging the sector following an encouraging first quarter, according to new data from eVestment. To read this article:

Shareholders Take Akzo Nobel to Court in Effort to Aid PPG Takeover

(Reuters) Akzo Nobel (AKZO.AS) shareholders angered by the Dutch paint maker’s rejection of a 26.3 billion euro ($29.5 billion) takeover offer from U.S. rival PPG Industries (PPG.N) on Monday took their fight to an Amsterdam court. British hedge fund Elliott […]

Massive Hedge Fund Trades Highlight Insider Buying: GE, Pentair, Tempur Sealy, Apollo Global and More

(Yahoo News) In a week that saw that saw the largest sell-off of the year and had some people thinking a true correction was ready to start, top hedge funds and executives reached into their wallets and made some major […]

Ford Set to Fire CEO Mark Fields as Shares Founder

(Reuters) Ford Motor Co is expected to announce the departure of Chief Executive Mark Fields in a broad management shake-up, a company source said – a move that reflects growing investor unease over the company’s stock market performance and outlook. […]

Major Brazil Funds Hit by Market Rout as Scandal Threatens Temer

(Reuters) Several Brazilian hedge funds suffered their worst one-day losses in at least a decade on Thursday after Brazil’s financial markets were slammed by a corruption scandal threatening to topple President Michel Temer and his reform agenda. High-risk Alaska Black […]