(Bloomberg) A bank’s net income is just an arbitrary point on a distribution hopefully centered around some number greater than zero, and it isn’t quite fair to talk about year-over-year percentage changes, but still you never want it to fall […]

(Harvest) It wasn’t until mid-summer 2015 when the polls started to show that Trump was not simply some “unelectable” candidate who didn’t stand a chance of becoming the Republican presidential front-runner. You can see the poll results converge between Clinton […]

(Bloomberg) David Einhorn’s Greenlight Capital said it took a stake in Chemours Co., the titanium-dioxide pigment maker spun off from DuPont Co., denouncing a short recommendation from Andrew Left’s Citron Research that said the company had been “designed to fail.” […]

(Harvest) Emerging market (EM) debt is enjoying robust returns this year. Is this asset class worth considering? We believe it is in today’s post-Brexit world, and this week’s chart helps explains why. To read this article:

(Bloomberg) Asia-based hedge funds are facing the worst redemption pressures in five years, with investor withdrawals cutting regional industry assets by about 10 percent in the first half, according to eVestment. Asian managers suffered $6.3 billion of capital outflows in […]

(Bloomberg) Deutsche Bank AG said second-quarter revenue dropped at its prime finance unit, extending a slump beyond businesses that Germany’s largest lender is seeking to exit as client concerns added to volatile markets. The prime finance division, which caters to […]

(The Korea Herald) Smaller and new hedge funds are making headway in South Korea, rising to rival those operated by large financial companies. According to industry sources, Anda Asset Management has attracted 288.3 billion won (US$254.41 million) over the past […]

(Fin Alternatives) Hedge funds continued to gain ground last week, according to the latest data from Lyxor Asset Management’s Weekly Brief, as all strategies save CTAs benefitted from the stabilization of market conditions. To read this article:

(Reuters) British hedge fund manager Man Group (EMG.L) on Tuesday posted a 3 percent fall in funds under management in the first half of the year as investment losses and other market moves more than offset a small rise in […]

(Bloomberg) Ten miles south of downtown Atlanta, in an anonymous business center overlooking the airport, sits the headquarters of what, on paper, is a hedge-fund powerhouse. The numbers coming out of the part-time office at One Hartsfield Centre are remarkable: […]

(Reuters) Hedge funds have been liquidating their former record bullish position in crude futures and options putting downward pressure on oil prices in recent weeks. But now the liquidation of old long positions is being replaced by the establishment of […]

(Harvest) The overriding theme in “what keeps me up at night” this week surrounds geopolitical risk and the risk of uncertainty. The world is a riskier place both because of actual events and well known events that like clarity on […]