Category Archives: Syndicated
What’s All the Fuss About Bitcoin Anyway?
(Harvest) It’s hard not to have heard of Bitcoin at this point. The cryptocurrency is up 650% over the past year, hitting new all-time highs last week at $4,300.00, from $0.05 in July 2010. And we’re not messing up our […]
Risk Premium and Betas – What Do You Get From Quant Managers
(Harvest) Interest concerning alternative risk premiums has surged over the last few years. With this increased interest there has been questions with how to best access these premiums under real market conditions and not just measure them through existing asset […]
Why Invest in Alternatives?
(Harvest) Why use alternatives? Like stocks and bonds, alternative investments are simply tools used by investors in an effort to achieve their investment goals. Given their unique characteristics, alternative investments have the potential to help investors meet three key objectives… […]
ADP Stock Could Double In Five Years If Transformation Plan Implemented
(FINalternatives) Bill Ackman’s activist hedge fund Pershing Square held a conference call on Thursday in which he detailed the reasoning behind his ambitious decision to target payroll processing behemoth Automatic Data Processing, declaring that the company’s stock could double in […]
Most Crowded FX Trade Fuels Warnings Hedge Funds Poised for Pain
(Bloomberg) Shorting the dollar, the most crowded trade in foreign exchange, is getting too popular for its own good. So say investors and analysts from Amundi Pioneer Asset Management to Wells Fargo, who are recommending clients pare back wagers on […]
Brent Oil Steals Show as Hedge Funds Leave U.S. Crude Aside
(Bloomberg) While enthusiasm in the U.S. oil market dwindles, things are looking a little brighter across the pond. For a second week, hedge funds refrained from making big bets on West Texas Intermediate prices stuck below $50 a barrel in […]
Hedge funds betting on stocks are having their best year since 2009 (but they’re still getting smoked by the market)
(Business Insider) The performance of stock hedge funds this year isn’t exactly providing a ringing endorsement for the industry. The average fund is up 7% in 2017, the best seven-month start to a year since 2009, when the market hit […]
A Hedge Fund Has Raised $100 Million To Make Bets Based On Other Hedge Funds
(Business Insider) A new hedge fund has raised over $100 million and plans to use troves of data from other managers to select its investments. Epsilon Asset Management plans to scrape decades of regulatory documents to analyze positions of other […]
Why Wall Street is so fixated on Gary Cohn’s position in the White House
(The Business Insider) Markets tumbled on Thursday after rumors swirled that Gary Cohn, President Donald Trump’s top economic adviser and formerly Goldman Sach’s number two, was resigning…. To read this article:
Hedge fund returned 1.15% in July, 5.93% YTD
(Opalesque) Hedge funds generated gains in July 2017 of 1.15%, continuing a streak of nine consecutive months of positive returns, reports research house Preqin. This has helped the Preqin All-Strategies Hedge Fund benchmark post returns of 5.93% for 2017 YTD […]
Emerging Long-Biased Hedge Fund Expands Coverage
(Opalesque) Benedicte Gravrand, Opalesque Geneva for New Managers: Left Brain Capital Management, which manages Left Brain Capital Appreciation Fund L.P., a long-biased hedge fund focused on growth, has recently expanded its investment team with the addition of two analysts: Cathy […]
While the U.S. Ages Gracefully, a Resurgence Abroad
(Harvest) Heading into the second half of 2017, we believe the elongated U.S. credit and business cycle – currently eight years old and counting – will continue through the end of the year. Yet for the first time in almost […]