Monthly Archives: May 2018
How Increasing Interest Rates Affect Equity Returns
(Harvest) Since last September, the yield on the U.S. 10-Year Treasury has steadily increased from 2.05%, eventually surpassing the important psychological level of 3%. While we’ve written recently about the implications of rising rates for fixed income investors , we […]
Elliott Says Athenahealth Isn’t Engaging in Takeover Talks
(Bloomberg) Elliott Management Corp. said it has heard nothing from Athenahealth Inc. or its board after proposing on May 7 to acquire the health technology company for $6.46 billion. “Since that time, we have heard nothing from the company beyond […]
Activist Hedge Funds Show Strong Performance in April
(Harvest) Activist hedge fund strategies brought in among the strongest returns in the hedge fund industry in April, while overall industry returns are being dragged down by some mediocre performances, according to the just-released eVestment April 2018 Hedge Fund Performance […]
The Hedge Fund Guru Behind Elliot Advisors, One of The World’s Most Tenacious Activist Investors
(This is Money) Paul Singer and his son Gordon are not household names but mere mention of them is enough to send shockwaves through boardrooms. Their £25 billion hedge fund Elliott Advisors is one of the world’s most tenacious activist […]
Is It Time For Value Investing to Return to the Limelight?
(Harvest) We believe macroeconomic developments in the United States and elsewhere could prove a fillip to value investing after several years of underperformance. The combination of suppressed interest rates and low volatility has contributed to an extended period in which […]
China Growth Outlook: Weaker Than It Appears?
(Harvest) A slowdown in industrial activity may indicate global growth has peaked. To read this article:
Barclay Hedge Fund Index Up 0.49% in April (+0.30 YTD)
(Opalesque) Hedge Funds gained 0.49% in April according to the Barclay Hedge Fund Index compiled by BarclayHedge, versus a 0.38% gain in the S&P 500 Total Return Index. Year to date, the Barclay Index remains up 0.30%, while the S&P […]
No Trump Bump on Iran as Hedge Funds Stay Cautious on Oil Boost
(Bloomberg) President Donald Trump’s reintroduction of U.S. sanctions on Iran didn’t impress money managers who reduced their bullish oil bets in the week leading up to the announcement. Trump’s May 8 statement that the U.S. will quit the Iran pact […]
How Social Media is changing the Hedge Fund Industry
(HedgeCo.Net) With more 15,000 competitors, the hedge fund industry is extremely competitive. Many institutional investors are contacted by thousands of managers a year, meeting with a few hundred, have follow up meetings with fifty, and ultimately allocating to two. In […]
Hedge funds cut gloomy dollar bets vs emerging FX, Swiss franc
(Reuters) Hedge funds and speculators continue to revise their bearish view on the dollar, making historic cuts to their short positions at both ends of the risk spectrum. They have now reduced their short dollar bets against a range of […]
Return to Volatility Sees Long Bias Hedge Funds Struggle
(Alpha-Week) Long bias hedge funds have enjoyed a good 12 months with returns of over 14%, according to data from Preqin. However, this year has been challenging for them with market volatility causing performance to drop to -0.36% and with […]
Broker Sues Merrill Lynch For Gender Discrimination
(New York Post) Merrill Lynch loaded the dice in Las Vegas — and cheated a local female high roller out of at least $1 million in commissions, according to a gender discrimination lawsuit filed recently…. To read this article:
