(Harvest) Wall Street has rallied throughout the end of last year edging closer to the 20,000 mark but not quite breaking through. Since the surprise win by President-elect Trump, investors are betting his economic proposals, which include massive corporate tax […]

(Harvest) We see a strong case for Japanese stocks on a currency-hedged basis, as this week’s chart helps explain. We believe they should disproportionately benefit from global reflation, as well as a potential pickup in Japanese growth ahead. A weak […]

(Harvest) The Wall Street Journal recapped the huge outflow in assets under management at Grantham Mayo Van Otterloo & Co (GMO) which probably best known for Co-Founder and CIO Jeremy Grantham and to a lesser extent commentaries by Ben Inker. […]

(HedgeWeek) The last month of 2016 saw risk assets climbing higher, as part of expectations that the new US administration will remove barriers to growth and investment. To read this article:

(CNBC) Hedge funds saw their biggest loss of investor cash since the bull market in stocks began, even though the industry turned in its strongest performance in three years. In all, hedge fund clients pulled $106 billion, the biggest exodus […]

(Yahoo Finance) In the week ended January 13, 2017, the number of rigs drilling for oil in the United States totaled 522, down by seven compared with the prior week and up seven compared with a total of 515 a […]

(FinAlternatives) Hedge fund performance continued for the second straight month in December, according to new data from administrator SS&C GlobeOp, while asset flows were negatively impacted by seasonal factors. To read this article:

(FinAlternatives) BlackRock CEO Larry Fink, whose firm has built a sizable presence in infrastructure-related investments, is optimistic about the potential for a $1 trillion infrastructure plan under incoming U.S. president Donald Trump’s administration. To read this article:

(FinAlternatives) Bond funds saw almost $8 billion of inflows over the last week, according to new data from Bank of America Merrill Lynch, the biggest cash inflow in three months and the latest sign that the trades piled on after […]

(Reuters) China Investment Corporation (CIC), the country’s sovereign wealth fund, is looking to raise alternative investments in the United States due to low returns in public markets, its chairman said on Monday. CIC will boost its investments in private equity […]

(Preqin) In this two-part series we take a look at issues that have impacted fund performance, headline investor news and how hedge fund assets have transformed over this period. January: The S&P 500 Index experienced its worst 10-day start to […]

(Bloomberg) Steve Cohen’s Point72 Asset Management returned about 1 percent in 2016, the second-worst annual performance ever for the billionaire investor, according to people familiar with the returns…. To read this article: