Monthly Archives: January 2017

(Pension & Investments) Hedge fund managers are singing much the same optimistic refrain for 2017 as they did for 2016, but with much more conviction and a nod to President-elect Donald Trump for setting the stage for the kind of […]

(Bloomberg) Bloomberg’s Dani Burger discusses the reemergence of hedge fund bulls, the Dow’s push to 20,000 and holiday sales for retailers. She speaks on “Bloomberg Markets.” To read this article:

(Harvest) On Wednesday December 14 , the US Federal Reserve (“the Fed”) announced a rate hike of 25 basis points, bringing the range of the federal funds rate to 0.50% to 0.75%. The rate hike is the second in a […]

(Valuewalk) In my last post, I pointed to the shift towards passive investing that has accelerated over the last decade and argued that much of that shift can be explained by the sub-par performance of active investors. I ended the […]

(Valuewalk) 1. Increasing investor sophistication is driving transparency; 2.Back-office functions now play a greater role in investor relations than ever before; 3. The black box is not a strategy anymore; investors need to understand the process… To read this article:

(HedgeWeek) Lyxor’s Cross Asset Research team has released a report on the performance of active mutual funds versus their benchmarks in 2016. The team writes that it would be an understatement to say that active investing has been challenged in […]

(FinAlternatives) Credit Suisse and Deutsche Bank have been hit with a combined penalty of more than $12 billion over the sale of U.S. toxic debt, further hampering two of Europe’s leading investment banks as they struggle with weak earnings. To […]

(Opalesque) In the week ending 30 December, 2016, coming a bit late to the party, hedge funds have boosted equity exposure to the maximum level in and cut back on short positions to a three-year low amid a blistering post-election […]

(Bloomberg) French lobby group sees banks ‘acccelerating’ their planning…Europlace will argue Paris has skills, markets to draw talent…Paris could lure as many as 20,000 workers from Britain’s finance industry with the exodus potentially starting within weeks as the U.K… To […]

(Bloomberg) How bad was 2016 for mutual fund stock pickers? Two records will be made this year. Active managers will have the worst year ever for redemptions, while passive funds will have the best for inflows. Here’s what went in […]

(New York Post) Investing in anything relating to oil at the beginning of 2016 seemed like the surest way to lose your shirt.In fact, for some investors, it was. But for the hedge funds that made the right picks in […]

(Financial Review) Britain’s decision to exit the European Union and Donald Trump’s election shocked the world. At the headquarters of Ireland’s best-performing fund manager, David Ryan shrugged and carried on as usual. Head of multi-asset funds at Dublin-based Setanta Asset […]