Category Archives: Syndicated
The Global Yield Field: What Investors Should Know
(Harvest) Eight years after the peak of the Financial Crisis, sovereign bond yields across the world remain extremely low as a result of highly accommodating central banks as well as uneven trends for growth and inflation. To read this article:
Yield Model Model for Recession – Another Zombie?
(Harvest) One of the key models used by many investors for business cycle analysis is the change in the shape of the yield curve. An inverted curve sends a strong advanced warning signal of a potential slowdown. This yield curve […]
Wealth Fund Remnant From Brazil Boom Days Is Set for Demise
(Bloomberg) Eight years after it was founded, Brazil’s sovereign wealth fund is poised to finally serve its country — by shutting down. Acting President Michel Temer said Tuesday that the government plans to withdraw about 2 billion reais ($560 million) […]
Hedge Funds Have Never Been This Turned Off by Wheat
(Bloomberg) An ever-expanding wheat glut is to blame for bets against the grain. Hedge funds and other money managers are behind the longest run of wagers on price declines — 42 straight weeks — in Commodity Futures Trading Commission data […]
Is Overstated Inflation Hitting Pensions and Salaries?
(Harvest) Consumer price inflation is one of the most widely used economic statistics and has a direct impact on the payment of billions of dollars of benefits, pensions and salaries. However, its measurement is open to interpretation and often controversy. […]
ale Oesterle On Buffett & Munger 20 Years Later
(Valuewalk) Dale Oesterle (Ohio State U.) contributes an extended version of his current reflections on The Buffett Essays Symposium: A 20th Anniversary Annotated Transcript, recently published by The Cunningham Group and Harriman House. Prof. Oesterle (right) participated in the 1996 […]
One Hedge Fund Goes Against Industry Titans on Big China Banks
(Bloomberg) As bearish calls against China’s banks are mounting, one hedge fund says the nation’s biggest financial institutions can attain the “beautiful state” enjoyed by global rivals such as JPMorgan Chase & Co. Industrial and Commercial Bank of China Ltd. […]
The Hedge Fund That Couldn’t Stay Open Long Enough for a Big Payday
(Bloomberg) Toby Dodson waited six months for his bet against a fragile Portuguese bank to pay off. But before the reckoning, word came down from his hedge fund bosses at Achievement Asset Management in Chicago: get ready to clear out […]
Hedge Fund TCI Says First-Quarter Performance Flat as VW, Porsche Drag
(Reuters) Activist hedge fund TCI, which has called for rapid reforms at Volkswagen, said the German carmaker and its Porsche unit were the biggest drags on the fund’s flat first quarter performance, according to an investor letter. Billionaire Chris Hohn’s […]
California’s Hedge Funds fall Again; Continue to undperform East Coast Funds
(Hedgetracker) The latest list of the Top California Hedge Funds has been released, revealing that the list’s assets fell for the second consecutive quarter. California funds saw their assets decrease by -1.2% quarter-over-quarter, as compared to their East Coast brethren, […]
Jefferies Swings Axe on Equities Trading Desk
(HITC Business) Jefferies Group has eliminated 17 positions on its equities trading desk last week after revenue fell in the first quarter….Bloomberg News reports that the positions, which represent about 2% of total equities division jobs, were part of a […]
Man Group and American Beacon Launch New Emerging Debt Fund
(Opalesque) Opalesque Industry Update – American Beacon Advisors, an experienced provider of investment advisory services to institutional and retail markets, launched the American Beacon GLG Total Return Fund (Institutional Class: GLGIX, Investor Class: GLGPX) today. The Fund became effective May […]