Monthly Archives: May 2018
Hedge Fund Giant Sees More Pain to Come for Indonesian Debt
(Bloomberg) Curran explains why Moody’s things India and Indonesia are among the riskiest when it comes to debt. Indonesian bond holders have had a rough ride this year. But the pain isn’t over yet, according to the world’s largest publicly […]
Man Group CEO Says China Bond Defaults Will Normalize the Market
(Bloomberg) Man Group Plc’s Chief Executive Officer Luke Ellis, who oversees the world’s largest publicly traded hedge fund firm, said recent bond defaults in China show that regulators are trying to shift to a more “sensible” market model. “The Chinese […]
How to Invest in Hedge Funds and Pay No Taxes
(Bloomberg) Blackstone Group LP has an enticing pitch for the ultra wealthy: Invest in hedge funds and avoid paying taxes forever. The private-equity firm’s Lombard International is leading the charge to promote exclusive insurance vehicles that can contain hedge fund […]
Investor demand drives growth in responsible investment by hedge funds
(Hedgeweek) Hedge funds globally have allocated at least USD59 billion to responsible investment (RI), according to a survey by the Alternative Investment Management Association (AIMA) and the Cayman Alternative Investment Summit (CAIS). To read this article:
Wary of High Yield? Three Reasons Not to Be
(Harvest) After a strong 2017, high-yield bonds have struggled this year as US Treasury yields spiked and inflation potential stirred up fears that the Federal Reserve may raise borrowing costs more aggressively. With the US credit cycle in its 10th […]
Rising Rates, Increasing Inflation, Reduced Supply, and Positioning for Municipal Bond Portfolios
(Harvest) After the worst first quarter performance in 22 years for the municipal bond market, Portfolio Manager Nick Venditti explains where muni fixed income investors should go from here. To read this article:
Soros Sees New Global Financial Crisis Brewing, EU Under Threat
(Bloomberg) A surging dollar and a capital flight from emerging markets may lead to another “major” financial crisis, investor George Soros said, warning the European Union that it’s facing an imminent existential threat. The “termination” of the nuclear deal with […]
Scaramucci’s Fund Nears $30m South Korean investment
(New York Post) The hedgie turned politico-for-a-minute turned hedgie once again, is close to landing a $30 million investment from the Korean Teacher’s Credit Union,…. To read this article:
Hedge Funds Have Never Been This Bearish on Platinum Price
(Mining.com) The price of platinum stayed above $900 an ounce on New York futures markets on Monday as it attempts to recover from levels last seen in January 2016 struck last week. Platinum is trading near a record discount of […]
Ridiculously Complex’: Top Financier Blasts UK’s Biggest Fund
(The Guardian) It’s the biggest single stock market fund in Britain, holding nearly £20bn of small investors’ cash. Yet while the FTSE 100 has soared, hitting a record high this week, the fund, managed by Standard Life, has made nothing […]
How Hedge Funds Have Invested $6 Trillion for Q2
(247 Wall Street) For the first quarter of 2018, hedge funds managed a return of 0.35% on the Hedge Fund Research Fund Weighted Composite (FWC) index. Not much, but better than the Dow (down about 2% in the quarter ) […]
Herbalife Shares Plunge After Carl Icahn Lowers His Stake in the Company
(CNBC) On Friday the investor said he is lowering his stake in a securities filing….Shares of Herbalife closed down 9.6 percent Friday. To read this article:

