Category Archives: Syndicated

Time Up on Trump Trade, Hedge Funds Look Ahead

(Reuters) Hedge fund managers said they are looking beyond the United States for investment ideas as the so-called Trump bump stock market rally shows signs it may be fizzling. After months of gains fueled by the Trump administration’s promises of […]

Pershing’s Ackman Tells Hedge Fund Managers About His Biggest Investment Mistake

(The Street)Embattled activist industry Bill Ackman on Thursday told hedge fund managers that his single biggest mistake with a particularly troubling large investment in Valeant Pharmaceuticals (VRX) was to rely on management at the drug company. “We don’t need to […]

U.S. Hedge Funds Took Profits Out of Brazil in the First Quarter

(Bloomberg) It looks like a smart move in retrospect. U.S. hedge funds reduced equity holdings tied to Brazil by about a net total of $800 million from the start of the year to end of March, according to data compiled […]

China Plans to Open Up Commodity Trading to Foreigners to Bring Down Prices

(Bloomberg) China buys more raw materials than any nation, but that doesn’t mean it always gets the best prices. So the government is altering domestic commodity exchanges to bring in more foreign investors and expand the country’s influence on global […]

Ex-Goldman Trader Speaks Out After Shutting Asia Hedge Fund Startup

(Bloomberg) After deciding to shutter his hedge fund following a slump in returns, former Goldman Sachs Group Inc. trader Leland Lim is in search of some answers.Lim’s Hong Kong-based Guard Capital Management, one of Asia’s most successful hedge fund startups, […]

David Rubenstein: Don’t Expect Tax Reform in 2017 #SALT2017

(FINalternatives) David Rubenstein said during the 2017 SALT Conference that healthcare or tax reform were unlikely in 2017. Here is a recap of his appearance. To read this article:

European Investors Optimistic About Alternatives Industry

(FINalternatives) Nearly three quarters of European institutional investors are optimistic about the future of the alternative asset management industry, according to a new survey from Context Summits, but they’re worried about the increasing regulatory pressures in Europe, Brexit’s aftermath, and […]

Wall Street Wonders What’s Next After Trump Jolts Markets

(Bloomberg) For the first time, a Wall Street that’s been giddy over Donald Trump is starting to ask some hard questions.From Day 1, markets have rallied, defying what many of the same Wall Street types said would be a disastrous […]

Ex-Fed Chairman Bernanke ‘Puzzled’ by Market Indifference to Political Risk

(Reuters) Former Federal Reserve Chairman Ben Bernanke said on Wednesday that he is “puzzled” by how little markets have reacted to major political risks, and skeptical about the Trump administration’s ability to fulfill its pledges to stoke faster growth.”It puzzles […]

S&P Global Intelligence: Hedge Funds Flock To Consumer Staples

(FINalternatives) Hedge funds broadly exited financials and information tech stocks in favor consumer staples companies in the first quarter, bringing their level of exposure to the sector to unprecedented levels, according to the latest edition of the S&P Global Market […]

Alibaba Is US Favorite as Hedge Funds Fly From Ctrip

(Bloomberg) U.S. hedge funds increased their holdings in Alibaba Group Holding Ltd. more than any other U.S-listed Chinese stock in the first quarter, 13-F filings show, followed by a net increase in Momo Inc. That’s a change from the same […]

Harvard, Yale, Stanford Make Big Bets on Exchange-Traded Funds

(Bloomberg) The most active bets among the largest U.S. college endowments in the first quarter were exchange-traded funds, underscoring a move toward cheap and passive investment strategies.Four of the five largest public purchases were ETFs, accounting for over $1.2 billion […]