Tag Archives: cyclicals


Insight Into June Hedge Fund Performance – Credit Suisse/Tremont

July 21, 2009 : Permalink

HedgeCo.net (West Palm Beach) – Long/Short Equity managers who maintained a cautious stance through the recent market run-up appeared to be positioned to profit as markets shifted from cyclicals to defensives in June. Overall, the Credit Suisse/Tremont Hedge Fund Index […]

JPMorgan tips drugmakers and non-life insurers

February 4, 2009 : Permalink

Reuters UK – JPMorgan Europe Dynamic fund favours defensive drugmakers and non-life insurers and has no plans to move into cyclicals until company newsflow, employment and money supply improve. John Baker, portfolio manager of the 260 million euro (233.52 million […]