Monthly Archives: June 2019
Latest Insights on the U.S.-China Trade Dispute
(Harvest) Trade concerns are weighing on investor sentiment, which impacts stock prices, but the underlying fundamentals for China remains strong. In this note, members of the Matthews Asia investment team explain why the trade dispute may have a small impact […]
Yale SOM launches new asset management program
(Opalesque) The Yale School of Management will launch a new degree program in asset management that will give students just starting their careers rich exposure to the application of data science and quantitative techniques to investment decisions. Taught by leading […]
SEC Adopts Capital, Margin, and Segregation Requirements for Security-Based Swap Dealers
(HedgeCo.Net) The Securities and Exchange Commission took another significant step toward establishing the regulatory regime for security-based swap dealers today by adopting a package of rules and rule amendments under Title VII of the Dodd-Frank Act. These and other rules […]
Investors redeem $46.4bn from hedge funds in Q1 2019:
(Opalesque) The global hedge fund industry AUM has grown by $0.5bn as of May 2019 year-to-date. Final Q1 2019 net outflows figure stood at $46.4bn, just under half of the investor redemptions totalling $94.7bn seen in the final quarter of […]
Reports for Q1 2019 reveal market gains & increased investor confidence
(CAMRADATA) Investment reports for Q1 2019, which provide analysis of four asset classes – Diversified Growth Funds, Multi Sector Fixed Income, Emerging Markets Equity and Emerging Markets Debt – invested in by institutional investors in the market, have revealed market […]
For Japan Inc, discretion is the better part of activist valor
(Reuters) – As Japan enters the busiest period of its annual general meeting season, shareholders will submit a record number of proposals to companies amid signs activist efforts to instigate change among conservative corporates are bearing fruit. To read this […]
Bitcoin trades above $11,000, after 10% weekend jump
NEW YORK (Reuters) – Bitcoin tested 15-month highs on Monday after jumping more than 10% over the weekend, with analysts ascribing the spike to growing optimism over the adoption of cryptocurrencies after Facebook unveiled its Libra digital coin. To read […]
Hedge funds pause oil sales as Mideast tensions rise:
(Reuters) – Hedge fund liquidation of petroleum futures and options positions stalled last week as bearishness about the global economy was tempered by fears about a possible disruption of oil exports from the Gulf. To read this article:
Nomura’s Under-Fire CEO Wins Shareholder Vote for Re-Appointment
(Bloomberg) Nomura Holdings Inc.’s besieged chief executive won a shareholder vote on Monday, surviving a call for his ouster from the board following an information leak. CEO Koji Nagai was reappointed at an annual shareholder meeting alongside nine other nominees […]
The Stock Picker vs Portfolio Manager Communications Challenge
(Harvest) Is your firm’s money manager coming across as a stock picker or as a portfolio manager? Is your investment strategy being marketed as if it is a serendipitous assembly of a bunch of onesie stock picks, or as a […]
SS&C GlobeOp Forward Redemption Indicator up 3.81% in June
(Opalesque )The SS&C GlobeOp Forward Redemption Indicator for June 2019 measured 3.81%, up from 3.21% in April. “SS&C GlobeOp’s Forward Redemption Indicator of 3.81% for June 2019 reflects lower redemptions compared to 4.17% reported for the same period a year […]
Intelligence Communications Company and Top Executives Charged With Defrauding Merger Investors
(HedgeCo.Net)The SEC has charged Ability Inc., an Israel-based intelligence communications company, its wholly-owned subsidiary, and two of its top executives with defrauding shareholders of a Florida-based special purpose acquisition company (SPAC), a company formed to raise capital for a merger […]