Monthly Archives: April 2017

(Harvest) “What about investing in hard assets like diamonds?” I get asked this sometimes so figured I’d cover it here. I wrote the below piece some years ago and it answers the question about whether diamonds should be treated as […]

(Harvest) Makalu finds there are six areas in which investors’ consensus views miss the mark of what it believes to be the global macroeconomic realities in the investment marketplace. The disconnect between consensus views and marketplace realities provides windows of […]

(Harvest) Bill Gross reacts to the latest jobs report on Bloomberg Surveillance, featuring Tom Keene. The views presented are those of the speakers as of 4/7/17 and do not necessarily reflect the views of Janus. They are for information purposes […]

(FINalternatives) Some $14.5 billion was pulled from U.S. equity funds in the week through Wednesday, according to new data released Friday from Bank of America Merrill Lynch, the largest outflow for 82 weeks and a sign investor doubts about the […]

(FINalternatives) Hedge funds advanced again in March, adding to a period of extended positive performance that has seen Hedge Fund Research’s broadest benchmark index rise for five consecutive months and in 12 months out of the last 13 months. To […]

(Bloomberg) Equity hedge funds are getting a pick-me-up after a harsh 2016, when they suffered almost a third of the industry’s withdrawals, amid a global stock rally. The long-short strategy returned 3.2 percent in the first quarter on an asset-weighted […]

(Reuters) “Macro” hedge funds are back in favor with investors seeking to take a view on U.S. President Donald Trump’s economic policies, European elections, or interest rates, but it is start-up funds rather than established players which are attracting cash. […]

(Bloomberg) BHP Billiton is being targeted for an overhaul by sometimes-activist Elliott Management Corp., which is urging the world’s biggest mining company to unify its corporate structure, spin off more assets and improve capital returns. The resources giant, which has […]

(Bloomberg) The CC+ cocoa hedge fund, run by Armajaro Asset Management LLP’s famed trader Anthony Ward, lost money in 2016 for the first time since its inception a decade ago, according to people familiar with the matter. The loss shows […]

(Bloomberg) Summer may be a few months away but oil investors are already getting their hopes up that American drivers will do their part to rebalance the market. Hedge funds increased bets on higher West Texas Intermediate crude prices for […]

(Reuters) Cost-cutting proposals from activist investor Rudolf Bohli could endanger Swiss asset manager GAM Holding’s future, Chief Executive Alexander Friedman said in an interview published on Saturday. Bohli is not interested in a sustainable turnaround of the business, Friedman told […]