Category Archives: Syndicated
One of the Market’s Most Outspoken Bears Is Getting Destroyed as He Waits for a Crash
(The Business Insider) Being a market contrarian can be a lonely existence. It can also be a costly one. At least that’s what the stock permabear John Hussman has found over the past year and counting.The former economics professor and […]
Global Macro Outlook: The Secular Stagnation That Never Was?
(Harvest) Downbeat estimates of potential growth may be due for an upgrade just as the stars align for a productivity pickup – helping keep US economic overheating contained. To read this article:
What Family Offices Want From Alternatives Managers
(Harvest) Competition within the alternatives sector for family office investments is at an all-time high, as these investors get more comfortable with the range of assets available to them and their general understanding of alternatives rises. Fund managers want to […]
Hedge Funds Recover From Stock Sell-Off
(Hedgeweek) Hedge funds recovered strongly last week from the recent stock selloff, with two exceptions: fixed income funds, flat this week; and neutral equity funds, still suffering from sector and factor rotations. » To read this article:
Hedge Funds See Largest Asset Flows Since Financial Crisis
(Opalesque) Investors allocated an estimated $14.12 billion into hedge funds in January, the industry’s largest start to a year since before the Financial Crisis, according to the latest asset flows report from eVestment. With another month of asset-weighted performance gains […]
It’s Dalio Versus Everyone Else as Money Flows to Europe Stocks
(Bloomberg) Billionaire Ray Dalio has $18.45 billion in bets against Europe’s biggest stocks. Most of the rest of the investing world is headed in the other direction. U.S. stocks lost $9.7 billion in investment so far this month while Eurozone […]
Deutsche Bank Presses Ahead With Asset Management Stock Sale
(Bloomberg) Deutsche Bank AG formally announced its intention to sell shares in its asset management business in an initial public offering, a key piece in Chief Executive Officer John Cryan’s plan to raise capital and grow the investment unit. The […]
Hedge Funds Did Something Highly Unusual During the Market’s Recent Meltdown — And It’s a Great Sign for Stocks
(The Business Insider) During the recent correction, losses in the stocks most popular with hedge funds were muted, relative to the broader market. Goldman Sachs argues this is a positive sign for the health of the market, since it means […]
Jailed CEO Eyes Forfeiture to Offset Hedge Fund Fails
(Boston Herald) U.S. District Judge Kiyo Matsumoto didn’t immediately rule on the government’s demand that Shkreli should have to forfeit $7.3 million in assets, including a one-of-a-kind Wu-Tang Clan “Once Upon a Time in Shaolin” album that he has boasted […]
Why are Investors Returning to Asia for Growth?
(Harvest) In this video update, Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Janus Henderson Asian Growth Strategy, provides his views on why investors are beginning to increase their allocation to Asian equities, and outlines the […]
Getting Back in Balance With Core Bonds
(Harvest)Scott Mather, CIO U.S. core strategies, Mihir Worah, CIO asset allocation and real return, and Mark Kiesel, CIO global credit, explain why core bonds are key to portfolio diversification – an essential goal for many investors preparing for potential risks […]
Barclays Pays Female Investment Bankers Half as Much as Men
(New York Post) One of the biggest banks on Wall Street on Thursday has unveiled an eye-popping pay gap. Barclays, run by CEO Jes Staley, pays its female investment bankers about half of what it pays men in the same […]