Monthly Archives: July 2018

Amid EM Sell-off, How Corporates Can Add Value to Core Portfolios

(Harvest) As geopolitics continues to shake investor confidence, U.S. interest rates have fluctuated and emerging market assets have come under pressure. In our view, this move could present unique opportunities for investors to decrease interest rate risk while at the […]

Align Named in Channel Futures MSP 501 List of Top Managed Service Providers

(Hedgeweek) Align, a provider of technology infrastructure solutions, has been named in 45th place in Channel Futures’ 2018 MSP 501 ranking list, which recognises the top managed service providers based on metrics including recurring revenue, growth and other factors. The […]

Bitcoin: A ‘Shot of Adrenaline’ for Hedge Funds?

(Nasdaq) We kid you not. The market a crypto investor faces is a notoriously fickle one. Those taking the volatile odds on Bitcoin (BTC) are certainly not investing in stability here To read this article:

CEO of The World’s Largest Asset Manager is Worried That Tech Shares are The Only Stocks Doing Well

(CNBC) “If you strip out a handful of outperforming tech stocks, the lack of breadth in the equity markets is troubling,” says BlackRock CEO Larry Fink. To read this article:

Goldman Expected to Formally Name Successor to C.E.O. Lloyd Blankfein

(CNBC) Goldman Sachs is expected to name its president, David M. Solomon, as its next chief executive early this week, according to people briefed on the plan. The announcement would formally establish Mr. Solomon as the successor to Lloyd C. […]

How Will an Expanding Global Economy Affect U.S. Small-Caps?

(Harvest) What are you hearing about growth outside the U.S.?We are beginning to hear anecdotal evidence of the pickup in economic activity outside of the United States. That you are in the midst of what could be considered a synchronized […]

Will the Velocity of Money Finally Rise?

(Capital Trading Group) Last week we saw NFPayrolls rise 213k above the 195k that was widely expected. May’s payroll report was also revised higher by some 21k to 244k. One weak spot was that the unemployment rate saw a .2% […]

SEC Charges Investment Adviser and CEO With Misleading Retail Investors

(HedgeCo.Net) The Securities and Exchange Commission has charged a Connecticut-based investment advisory firm and its chief executive officer with putting $19 million of investor money, including elderly investors’ retirement savings and pension plans, in risky investments and secretly pocketing hefty […]

Ex-Point72 portfolio manager to launch macro hedge fund Entheos:

(Reuters) – Erik Cetrulo, a former portfolio manager at Steven Cohen’s Point72 Asset Management, is raising funds for a global macro discretionary hedge fund and is targeting a launch in the first quarter of 2019, two sources familiar with the […]

Three top staff leave macro hedge fund MarkhamRae after assets plunge

(Reuters) – At least three top staff recently left London-based hedge fund firm MarkhamRae, which has underperformed its peers and saw three of its biggest investors pull out almost $300 million. To read this article:

Hedge Fund York Capital Joins Race for Abraaj Assets

(Bloomberg) York Capital Management, the hedge fund run by Jamie Dinan, is the latest party to join the race to buy the asset-management platform of embattled Dubai private-equity firm Abraaj Group, according to people familiar with the matter. The New […]

Steve Cohen’s Hedge Fund Gains About 7% in First Half

(Bloomberg) Point72 Asset Management, the hedge fund run by Steve Cohen, returned about 7 percent in the first half of the year, according to people familiar with the matter. The Stamford, Connecticut-based firm was about flat in June, the people […]