Monthly Archives: March 2018

(Bloomberg) Ray Dalio, who runs the world’s largest hedge fund at Bridgewater Associates, said the impact of tariffs proposed by President Donald Trump “will be very small” on trade between the U.S. and China. “I believe that what is happening […]

(New York Post) Activist investor Jeff Smith has “serious concerns” about Elmer’s glue-maker Newell Brands’ “dysfunctional” board. Smith’s Starboard Value said Monday that it added two additional directors to its slate of nominees to overhaul Newell’s board — bringing the […]

(Reuters) While February’s stock market sell-off and renewed volatility battered macro hedge funds, some escaped unscathed: Quest Partners’ flagship fund returned 18.9 percent in the year through mid-February for clients that include the pension fund for the New York police […]

(Nasdaq) Hedge funds rediscovered some of their confidence in the oil market in the final week of February, as OPEC reiterated its commitment to output restraint and benchmark prices stabilised above $60 per barrel…..Portfolio managers boosted their net long position […]

(Bloomberg)The Federal Reserve may be signaling an increasing chance of four interest-rate hikes this year, but plenty of doubters remain. Societe Generale SA and BlackRock Inc. are finding value in short-term Treasuries even as the chances grew on four rate […]

(Hedgeweek) Lighthouse Investment Partners is to acquire substantially all of the assets of Mesirow Advanced Strategies (MAS) multi-manager hedge fund division. To read this article:

(The Technical Analyst) The current correction in the S&P 500 will set the stage for its next leg upwards and what will be its tenth year in a bull market, according to Ron Meisels at Phases & Cycles. Meisels points […]

(CNBC) The hedge fund manager says job losses from steel and aluminum tariffs are a small price to pay for fighting back on longer-term trade issues. To read this article:

(Bloomberg) Paul Singer’s Elliott Management Corp. is building a stake in Telecom Italia SpA as it seeks to counter how the Italian carrier’s largest investor, French media conglomerate Vivendi SA, is running the company, according to people familiar with the […]

(Bloomberg) As 2017’s roaring bull market gives way to a markedly choppier 2018, the buzz among Wall Street stock touts is that the best of the Trump Trade has passed. Sure, more gains could be wrung out, and probably will […]

(Straits Times) Singapore-based hedge fund Ascapia Capital is mulling over a possible partial takeover offer of cash-rich Datapulse Technology, in which it already owns some 410,000 shares, with the hope of setting things right at the firm. “That is the […]