Category Archives: Syndicated

Dark Trading Could Triple in Europe Under New Market Rules

(Bloomberg) Trading of European stocks on dark markets will probably triple as a result of the MiFID II overhaul, the opposite of what the architects of the law intended, as the new rules give some venues flexibility in how they […]

Net Shorts on U.S. Longer-Dated Bonds Hit Record High -JPMorgan

(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 rose to a record high, JPMorgan Chase & Co’s latest client survey showed on Tuesday. […]

Tudor Jones Tells CEOs Stop Focusing on Profits Above All Else

(Bloomberg) Paul Tudor Jones says corporate chiefs have gone too far in embracing economist Milton Friedman’s profit-above-all-else ethic and they need to change how they do business.Corporations have paid too much attention to prioritizing shareholders, said Jones, who’s backing a […]

BlueCrest Staff Shared $128 Million in 2016 as Returns Rose

(Bloomberg) BlueCrest Capital Management (UK) LLP, an affiliate of billionaire Michael Platt’s investment firm, paid some senior staff 96.7 million pounds ($128.2 million) last year, according to a filing with Companies House. The payout was up 27 percent on the […]

Less Than 18 Percent Of Global Stocks Owned By Index Investors

(Reuters) Less than 18 percent of the global stock market is owned by index-tracking investors, according to a new estimate from BlackRock Inc (BLK.N), as it suggested that passive investing plays only a limited role in setting equity prices. The […]

This Hedge Fund Manager Says He’d Short Amazon at $1,000 a Share

(Bloomberg) Mark Yusko, founder of $2.5 billion Morgan Creek Capital Management, says he would short Amazon.com Inc. if the stock reaches $1,000 a share. “At $1,000, now we’re at the end game,” the hedge fund manager said in a Bloomberg […]

Opportunities Emerge as Central Banks Diverge

(Harvest) We see steady above-trend growth globally in the fourth quarter, with inflation picking up in the U.S. but moving sideways at low levels in the eurozone. The contrasting inflation outlooks suggest further monetary policy divergence.The chart below shows how […]

Correlation Of Various Hedge Fund Classes

(Valuewalk) We talked last week about AIMA’s research on what a Managed Futures can do for your portfolio. But the paper is full of other interesting data and charts that we didn’t get to cover our first time round, detailing […]

Investor Accepts Buffett’s Second Wager Against Hedge Funds, Believing The Timing Is Right

(CNBC) Warren Buffett said Tuesday that he is willing to bet the S&P 500 will beat a basket of hedge funds again. “I accept,” said Mark Yusko, Morgan Creek Capital’s founder and chief investment officer, in a phone interview with […]

Tech Giants Google, Facebook Could Soon Be Helping The Rich Get Richer

(CNBC) Wealth managers are helping high net-worth individuals rake in huge and increasing investment returns — and that trend could well continue with the potential entrance of big technology firms into the investment advisory space. “No one knows yet what […]

The COO at Blackrock: Why The $5.7 Trillion Investment Giant is a ‘Growth Technology Company’

(The Business Insider) Rob Goldstein is the chief operating officer of BlackRock, the world’s largest asset-management firm with $5.7 trillion under management. He heads BlackRock Solutions, the unit responsible for Aladdin, the firm’s signature operating system combining risk analytics, portfolio […]

Hedge Funds Flip ICOs, Leaving Other Investors Holding the Bag

(Bloomberg) Instead of speculating on bitcoin, the smart money has figured out that one of the surest way to get rich quickly with cryptocurrencies is to be in early on initial coin offerings. Hedge funds are proving to be first […]