Category Archives: Syndicated
Hedge Fund With $9 Billion in Assets Bets on Asia Post Brexit
(Bloomberg) Sparx Group Co., the Japanese asset manager that oversees about 951.5 billion yen ($9.3 billion), sees investment opportunities in Asian companies after the U.K.’s vote to leave the European Union. Asia will be the driver of global growth amid […]
Balter Responds to the Critics of Liquid Alternatives
(Daily ALts) Balter Responds to the Critics of Liquid AlternativesThe gloves are off! Troy Gayeski, Senior Portfolio Manager of fund-of-hedge funds manager Skybridge Capital, came out swinging against liquid alts, warning investors of their risks during last month’s SALT Conference […]
The Global Dynamic That’s Pushing Yields Lower
(Harvest) Global bond yields continue their downward trend, a phenomenon that can be attributed, we believe, to two things: easy central bank policy and Brexit-induced risk aversion. To read this article:
CAIA Warns Brexit Uncertainty Could Move European Hedge Fund Assets, Staff Out Of U.K.
(Pension & Investments) The U.K.’s position as the leading domicile for European hedge fund assets could be under threat as a result of the country’s decision to leave the European Union, warned a representative of the Chartered Alternative Investment Analyst […]
Lansdowne’s Main Fund Fell as Brexit Vote Jolted Global Markets
(Bloomberg) Lansdowne Partners, one of Europe’s largest hedge fund firms, saw its biggest fund lose money last week as the U.K.’s vote to exit the European Union roiled markets. The fund, which bets on and against stocks and was one […]
Ex-Lehman Trader Loads Up on Bad Chinese Debt
(Bloomberg) When hedge fund titans from George Soros to Kyle Bass look at China’s mountain of bad loans, they see a financial crisis waiting to happen. Denis Zhang spots an opportunity to load up on bargains. The former Lehman Brothers […]
Jabre Capital Adjusts Portfolio After ‘Remain’ Brexit Bet
(HFMWeek) Jabre Capital Partners, the Geneva-based hedge fund founded by ex-GLG trader Philippe Jabre, has been “materially adjusting” its portfolios after positioning itself for a ‘Remain’ vote ahead of the UK’s European Union referendum. To read this article:
Shorting Pound Helped One Hedge Fund Make 10.5% on Brexit
(Bloomberg) As the market reeled from a historic jolt on Friday that sent the pound to a three-decade low and reverberated across global markets, some hedge fund managers were racking up gains. The GCI Systematic Macro Fund surged 10.5 percent […]
Machines Lead Hedge Fund Winners in Brexit Chaos as Braga Gains
(Bloomberg) As more details emerged on how hedge funds fared following Britain’s surprise decision to leave the European Union, computer-driven funds led the winners. Human traders appeared to have limited losses by reducing risk. Lynx Asset Management, which uses mathematical […]
Hedge Funds’ Brexit Pain
(Bloomberg) Hedge fund managers won’t admit it, but they live for the quarter. While some of the bigger firms update clients more often, regular outfits provide an update four times a year, after which investors often decide to redeem their […]
A Brief Take on Brexit and Emerging Markets
(Harvest) Financial markets around the world this week are reeling a post-Brexit hangover. The United Kingdom had voted to leave the European Union (EU), leaving many investors surprised, including me. I had believed the negatives of the United Kingdom leaving […]
Where to Find Opportunities in a Post-Brexit World
(Harvest) Last week’s British vote to exit the European Union (EU) has spurred a flight to perceived safety and left many investors asking where to find opportunities amid indiscriminate selling of global risk assets. This week’s chart helps explains where […]