Category Archives: Syndicated

Is the Global Slowdown Already Underway

(Harvest) My good friend Jeffrey Snider recently cited a Wall Street Journal article highlighting a very serious slowdown in big-rig truck orders. Truck inventories are at their highest levels since before the financial crisis. Sales in March were also down […]

Wall Street Week: The Most Hated Bull Market in History

(Harvest) The Dow rallied 0.6% this week to climb back above 18,000, a now-3.3% year-to-date gain taking the blue chip index to within 1% of all-time closing highs. If you count dividends, the S&P 500 already made a new historic […]

Hedges Double Bets on Crops Rally as Weather Gets Nastier

(Bloomberg) With drought in Brazil and flooding in Argentina threatening crops, the weather is getting nasty enough for hedge funds to take notice. Money managers more than doubled their wagers on a rally for agriculture prices, pushing their holdings to […]

Hedge Fund Performance Mid-Month – Mixed

(Harvest) There have been more news stories this month about the poor performance of hedge funds in the first quarter of 2016 and the fact that there are rumblings that investors will pull money from hedge funds. Hedge funds have […]

UBS Increases Hedge Fund Holdings

(Bloomberg) Hedge funds have had a bad rap of late with some investors questioning why they’re paying high fees for mediocre performance in recent years. But UBS upped the share of hedge funds in its global model portfolio to as […]

Catalyst Converts Fifth Hedge Fund to Mutual Fund

(Daily Alts) Catalyst Converts Fifth Hedge Fund to Mutual FundOne of the defining trends of the modern investment industry is the “democratization” of alternative investments. Catalyst Funds, which has 27 retail products designed to produce returns while controlling risk, is […]

Hedge Fund Rich List King Alan Howard Dethroned

(Reuters) Alan Howard, media-shy founder of Brevan Howard, has lost his top spot in the Sunday Times’ list of Britain’s richest hedge fund managers following a run of poor performances by his flagship fund. After heading the rankings since 2012, […]

Hedge Funds Bleed Cash as Returns Disappoint Investors

(Bloomberg) Assets managed by hedge funds dropped to $2.86 trillion from $2.9 trillion during the first quarter as managers posted losses and investors withdrew a net $15.1 billion, the most since the second quarter of 2009, according to Hedge Fund […]

Asia-Pacific-Focused Hedge Funds Recorded Losses of 2.02% in Q1

(Valuewalk) Fund launches and investor appetite decline while performance records losses. The latest Preqin research finds that having made gains of 7.54% in 2015, Asia-Pacific-focused hedge funds recorded losses of 2.02% through the opening quarter of the year, the lowest […]

John Hancock and Standard Life Launch Third Multi-Asset Fund

(Daily Alts) John Hancock and Standard Life Launch Third Multi-Asset FundJohn Hancock Investments has already had ample success with sub-advisor Standard Life Investments (“SLI”). The Edinburgh, Scotland-based SLI is the sub-advisor of the John Hancock Global Absolute Return Strategy Fund […]

Horse Herding Icelandic Governor Sees End to Hedge Fund Limbo

(Bloomberg) Hedge funds stuck with Icelandic kronur for the last eight years will soon be shown the door, whether they like it or not, the governor of the central bank said as the Atlantic island prepared to take the final […]

The Top U.S. Stock Pickers’ Performance

(Harvest) Harvest takes a look at the Top Stock Pickers and their consensus industrials ideas in 2016. To read this article: