Category Archives: Syndicated
Embracing Digital Disruption
(Harvest) The problem isn’t technology — it’s people. This is the conclusion in a recent blog post from the MIT Sloan Management Review that articulated problems presented by digital disruption. In summary, “technology changes faster than individuals can adopt it, […]
Odey Notes Market-Calls Record ‘Not Good,’ Makes Another One
(Bloomberg) Stock markets are “now starting to go hyperbolic,” a sign that time is running out and a bubble is developing, London-based hedge fund manager Crispin Odey said in a letter to investors. To read this article:
Preqin: Private Capital Firms Adding Staff, Raising Salaries
(FINalternatives) The vast majority of private capital firms have added to headcount since last year, according to new research from Preqin, while two-thirds expect to increase staff next year – and salaries are on the rise. To read this article:
Ackman’s Pershing Square Turns To Options For Herbalife Position
(FINalternatives) Famed activist hedge fund manager Bill Ackman has converted his beleaguered short position in nutritional supplement maker Herbalife into put options that cap his potential losses on the stock. To read this article:
Net Shorts on US Bonds Rise Ahead of Fed Chair Pick
(Reuters) The margin of investors who said they had fewer longer-dated Treasuries than their benchmarks over those who held more longer-dated bonds than their benchmarks increased in the latest week, JPMorgan Chase & Co’s latest client survey showed on Tuesday. […]
David Einhorn Wraps Up a ‘Very Challenging’ Last Few Days Because of Amazon, GM, Mylan
(CNBC) David Einhorn’s Greenlight Capital gained 6.2 percent in the third quarter, compared with the more than 14 percent rise in the S&P 500.The hedge fund is one of General Motors’ biggest investors, and shares of the automaker are down […]
Europe’s Biggest Fund Managers Set for Face-Off on How to Trade the Pound
(Bloomberg) Some of Europe’s biggest fund managers are set for a face-off on how best to trade the U.K.’s first potential interest-rate increase in a decade. Allianz Global Investors GmBH is looking to fade any rally in the pound or […]
Jailed Hedge Fund Head Is Star Witness in Amanat Fraud Trial
(Bloomberg) Disgraced hedge fund founder Steven Maiden is set to testify Wednesday against two former business associates who stand accused of manipulating shares in the video-software company KIT Digital Inc. before it filed for bankruptcy. To read this article:
Behind Credit Suisse’s $1 Billion Lehman Fight, a Risky Trade
(Bloomberg) Three years into the bankruptcy of Lehman Brothers, Credit Suisse Group AG made a bold move. It was around 2011 and most of its peers were settling claims that Lehman owed them billions of dollars from failed derivatives trades. […]
Canyon Bridge Founder Chow Charged With Insider Trading
(FINalternatives) U.S. authorities have charged the founder of a private equity firm backed by a Chinese state-run fund with insider trading related to the attempted acquisition last year of Lattice Semiconductor. To read this article:
Hermes: Only 48% Of Investors Believe ESG Focus Improves Long-Term Returns
(FINalternatives) Less than half of institutional managers surveyed as part of Hermes Investment Management’s annual Responsible Capitalism study believe companies that focus on environmental, social and governance (ESG) issues produce better long-term returns. To read this article:
Stone Harbor Unveils Unconstrained Emerging Markets Debt Strategy
(FINalternatives) Fixed income specialist Stone Harbor Investment Partners has debuted a new unconstrained emerging markets debt strategy driven by fundamental analysis and complemented by top-down macro views. To read this article: