Monthly Archives: February 2018

(Bloomberg) It looks like the revenge of long-short equity strategies has begun. While global equity markets tumbled in February as a rapid rally in government bond yields fueled panic among investors and sparked a jump in volatility, Silver Time Partners […]

(The Business Insider) Goldman Sachs has been searching for the parts of the stock market poised to benefit most from Republicans’ tax law. The firm has narrowed it down to the companies expected to spend the most on reinvestment but […]

(This is Money) Hedge funds have increased their bets against troubled outsourcer Interserve as its shares crashed another 12 per cent amid concerns it was struggling to raise cash from lenders. To read this article:

(Bloomberg) They may be cutting research budgets, but European investors are more willing than ever to dole out up to $1,300 an hour to talk to someone who can give them an edge. Now that banks have stopped giving equity […]

(The Technical Analyst) The current rally in the US 10-Year Yield is unlikely to overcome its long-term downtrend, says Andy Dodd, Head of Technical Research at Louis Capital Markets. Dodd stresses there is a strong long-term downtrend in the US […]

(Opalesque) Bill Michaelcheck, founder and CIO of Mariner Investment Group, an alternative asset manager headquartered in New York, believes the market has turned a corner and that volatility is here to stay. Now is a good time for fixed income […]

(Reuters) Two hedge funds that have criticised Twenty-First Century Fox’s takeover of Britain’s Sky have said Comcast Corp’s rival $31 billion offer for the broadcaster is likely to trigger a higher counter-bid for the company. Comcast on Tuesday offered 12.50 […]

(eFinancial) Despite industry-wide performance challenges and fee pressures over the past few years, there were plenty of new hedge funds that debuted in 2017, and many new launches announced this year already. To read this article:

(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 […]

(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:

(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 […]