Category Archives: Syndicated
Gundlach Reiterates ‘Trouble For Equities’ Should 10Y Yields Crest 3%
(FinAlternatives) DoubleLine’s Jeff Gundlach warned again Tuesday of “trouble for equity markets” should the yield on the benchmark 10-year U.S. Treasury note rise above 3%. To read this article:
NYHFR: Alternative Investment Industry Weighs in on SWFs, Heightened Regulatory Environment
(FinAlternatives) The amount of assets under management by sovereign wealth funds will continue to rise, according to a recent survey of New York Hedge Fund Roundtable members, while the majority of members are more afraid of cyber security hacks than […]
Axiom Asia Private Capital Raises $1B For Fourth Asia-Pacific Fund of Funds
(FinAlternatives) Axiom Asia Private Capital has raised more than $1 billion in capital commitments for its fourth fund, exceeding its target of $750 million. To read this article:
BlackRock’s Robot Stock-Pickers Post Record Losses
(Bloomberg) Like so many fund titans these days, Laurence D. Fink is betting on machines to turn around BlackRock Inc.’s beleaguered stock-picking business. Trouble is, they just might have made things worse… To read this article:
Blackstone looks to buy another division of GE
(New York Post) Stephen Schwarzman’s Blackstone Group is in the running to buy its second major division from GE in roughly two years….Blackstone is in the final round of the auction to buy GE Water, the division that filters fracking […]
Texas Hedge Fund Shares a Must Read Investor Letter
(Harvest) The Partnership generated a net return of +8.6% in 4Q16 and +23.0% in its first 10 months while holding an average cash balance of ~35%. To read this article:
$53 Billion Fund in Norway Offers ‘Scared of Everything’ Model
(Bloomberg) The biggest Norwegian pension fund always fears the worst outcome. And it’s a strategy that’s paying off. With interest rates still close to historic lows and a series of global political shocks upending many investment strategies, Norway’s biggest life […]
Soros-Backed Fund Glen Point Loses in First Trading Year
(Bloomberg) Glen Point Capital, one of last year’s biggest European hedge-fund startups after raising almost $2 billion, lost 4.1 percent in 2016, according to an investor letter. The macro hedge fund shed 5 percent in November….. The London-based fund, which […]
Ariad’s $5.2 Billion Sale To Takeda Nets $260 Million Windfall For Hedge Fund
(Forbes) Takeda’s $5.2 billion takeover of Ariad Pharmaceuticals is turning into a major payday for a weighty but unheralded investor in the drug sector. Sarissa Capital, run by Carl Icahn protégé Alex Denner, stands to make $260 million on Monday’s […]
Hedge Funds Pull Out of Ag Selling – Ahead of Index Fund Purchases
(Agrimoney) Hedge funds entered 2017 in a more bullish spirit, pulling out of selldowns in the likes of corn and most soft commodities, as the index fund reweighting process, expected to bring buying to most contracts, approached. Managed money, a […]
Hedge Funds Aren’t Buying into Gold Price Rally
(Mining.com) Gold jumped to a five-week high on Monday as bullion bulls made the most of sputtering stock markets and a weaker US dollar.Gold for delivery in February, the most active contract on the Comex market in New York, hit […]
Hintze’s Hedge Fund Said to Surge 30% in Best Year Since 2012
(Bloomberg) CQS Investment Management’s main hedge fund gained 30.4 percent in 2016, its best annual return since 2012, according to two people with knowledge of the matter. The $2.8 billion CQS Directional Opportunities Fund, managed by billionaire Michael Hintze, was […]