Monthly Archives: June 2017

Hedge Fund Paulson & Co Discloses 6.3 Percent Stake In Valeant

(Reuters) New York-based hedge fund Paulson & Co on Monday reported a 6.3 percent stake in embattled Canadian drugmaker Valeant Pharmaceuticals International Inc (VRX.TO) (VRX.N).The disclosure comes a week after billionaire investor John Paulson, whose hedge fund firm is the […]

Hedge Funds Abandon All Hope in OPEC

(Reuters) “All hope abandon, ye who enter here,” is the warning inscribed above the gate of Hell, according to the Italian poet Dante Aligheri (“The Divine Comedy”, Inferno, Canto III, 1308-1320).Hedge funds and other money managers appear to have entered […]

Hedge Funds Hike Bearish Bets on Softs to Record High – ‘Heralding Price Gains’

(Agrimoney) Hedge funds turned record bearish on soft commodities, raising ideas that prices are vulnerable to an upward spike from a change in sentiment, but continued to cut short bets on wheat, crystallising losses. Managed money, a proxy for speculators, […]

A New Way to Lower Risk?

(Harvest) ESG investments have strong potential for mitigating risk by providing earnings stability. Highly rated ESG companies may do more than benefit society—they may benefit your portfolio too. To read this article:

Co-op Bank Cancels Sale Process, With US Hedge Funds Potentially Injecting New Capital

(CNBC) The Co-operative Bank has cancelled plans to sell itself as talks with existing investors, which include several U.S. hedge funds, to recapitalize the troubled U.K. lender reach an advanced stage. To read this article:

PSAM Acquires Stake in CdR Capital

(Opalesque) P. Schoenfeld Asset Management (PSAM), a leading global alternative asset manager, has purchased a minority stake in CdR Capital, a UK and Geneva headquartered private investment office.The stake allows PSAM, which employs a research based fundamental investment approach that […]

4 Charts That Show Why Emerging Markets Will Be an Essential Part of Your Portfolio Going Forward

(Harvest) A major theme at the 2017 Strategic Investment Conference was the shift in economic power from developed markets to emerging markets (EMs). For example, in 1960, the combined GDP of China and India made up only 5% of global […]

Asia’s Long?Term Outlook: All Eyes on China’s Party Congress

(Harvest) After more than seven years of expansion, the global economy faces several potential pivots in the direction and scale of monetary, fiscal, trade, geopolitical and exchange rate policies.One in particular will help determine the long-term outlook for China and […]

Pictet Alternative Advisors Names Merz Head Of Hedge Funds

(FINalternatives) The alternative investment group of Pictet Group, Pictet Alternative Advisors (PAA), has appointed former Amundi Alternative Investments executive Heinrich Merz as head of hedge funds. To read this article:

Hedge Funds Back the Wrong Bull

(Bloomberg) Another year, another disappointing start for hedge funds.But don’t despair — the hedgies have a plan to lift their fortunes: U.S. small-cap stocks. It’s been a long, long time since hedge funds outpaced the market. The HFRI Fund Weighted […]

Alleged Insider Trading Scheme Netted $3.9 Million In Illicit Profits.

(HedgeCo.Net) The Securities and Exchange Commission has filed charges in an alleged insider trading scheme involving tips of nonpublic information about government plans to cut Medicare reimbursement rates, which affected the stock prices of certain publicly traded medical providers or […]

85% Of Asset Managers Expect MiFID II Compliance in Q4/17

(FINalternatives) More than eight out of ten institutional asset managers will wait until the fourth quarter of 2017 to comply with MiFID II rules concerning the unbundling of research, according to a new survey by research aggregator RSRCHXchange. To read […]