(Bloomberg) Jeffrey Gundlach, chief investment officer of DoubleLine Capital, said the congressional tax plan would expand the federal deficit and help a small fraction of the U.S. population, including hedge fund managers. To read this article:

(Bloomberg) The $1 trillion fund that Norway has amassed pumping oil and gas over the past two decades wants out of petroleum stocks…..The divestment would mark the second major step in scrubbing the world’s biggest wealth fund of climate risk, […]

(CNBC) Hedge-fund billionaire Nelson Peltz won a proxy vote recount for a board seat with Procter & Gamble after the company said the initial tally showed he lost. The fight is now likely headed to the so-called snake pit. To […]

(Bloomberg) In 2018, Goldman Sachs Group Inc. is doubling down on the global economy. “Late-cycle optimism” is the chief theme underpinning the bank’s seven top trade theses, as outlined in a note Thursday by Francesco Garzarelli, co-head of global macro […]

(Harvest) My colleagues and I have been championing the message that emerging markets have changed—they are no longer just commodity plays. Old economic models are undergoing a transformation in many cases, opening up exciting new investment opportunities. Here, Carlos Hardenberg, […]

(Harvest) The clarion calls on the Middle Kingdom’s growth in total debt are well founded. China’s corporate debt pile has leveled off this year at more than 160% of GDP, up from less than 100% of GDP shortly before the […]

(FINalaternatives) BNY Mellon Investment Management will launch a specialist multi-asset management company next year that will combine the three largest boutiques under its umbrella into a single entity. To read this article:

(FINalternatives) London-based fintech startup SBL Network is prepping a new peer-to-peer securities lending network that will allow major institutional owners of equity securities, such as pension funds, insurance firms and sovereign wealth investors, to negotiate and lend those securities directly […]

(Bloomberg)Live by technology shares, die by technology shares. Unless you can guard against declines. Hedge funds are increasing short bets on tech stocks, especially in the U.S., where combined positioning shows managers the least reliant on American technology firms in […]

(Reuters) Hedge funds bought reinsurance stocks in the third quarter after prices tumbled on widespread losses after multiple hurricanes in North America, filings showed on Wednesday. Hurricanes in the United States and the Caribbean in August and September are expected […]

(Bloomberg) Eddie Lampert is famous for being an influential hedge-fund manager and the chief executive officer of Sears Holdings Corp., a company where he’s also the top investor. But his fellow hedge-fund honchos are backing a different department store: Kohl’s […]

(Reuters) Activist hedge fund manager Nelson Peltz claimed victory in his fight to win a seat on Procter & Gamble Co’s (PG.N) board after a preliminary tally of votes was released on Wednesday, but P&G refused to concede and said […]