Monthly Archives: July 2018
Blockchain: Disruptor Version 3.0
(Harvest) With the early-year hype surrounding cryptocurrencies receding, one can take a measured assessment of how digital currency along with its underlying technology – the blockchain – may impact, redefine or even replace existing business models. The answer is potentially […]
SEC Charges KBR for Inflating Key Performance Metric and Accounting Controls Deficiencies
(HedgeCo.Net) The Securities and Exchange Commission has charged global engineering and construction company KBR Inc. with inflating a key, non-financial statement performance metric known as work in backlog. KBR agreed to pay a $2.5 million penalty to settle the SEC’s […]
Hedge funds remain on track despite continued turbulence
(Bloomberg) Hedge funds continued to navigate current turbulences last week with reduced direct or indirect exposures, according to the latest Weekly Brief from Lyxor’s Cross Asset team. To read this article:
Hedge Funds Caught in Trump’s Trade War Crossfire Feel the Pain
(Bloomberg) In a booming year for mergers and acquisitions, hedge funds that seek to make money from corporate marriages are struggling. The value of deals surged 43 percent in the first half of the year, with large takeovers reaching the […]
Hedge Fund Sees China Stocks Climbing in Spite of Trade War
(Bloomberg) Chinese stocks may rise 20 percent over the next three years even if conflicts with the U.S. persist, a $3 billion hedge fund manager said as the trade war between the nations kicked off. If tensions ease over trade […]
Ray Dalio Says Trade War With China Is Underway
(Bloomberg) President Donald Trump’s threat to impose tariffs on every Chinese import into the U.S. sparked a reaction from billionaire Ray Dalio, founder of the hedge fund giant Bridgewater Associates. “Today is the first day of the war with China,” […]
Clients Hail Bridgewater Ownership Change
(Pension & Investments) Bridgewater Associates LP’s move to a partnership structure is a welcome development, said asset owners, investment consultants and industry pundits. Bridgewater, based in Westport, Conn., wrote of the ownership shift to its 300 clients in a June […]
China’s Wealth Fund Posts Record Return After 2017 Global Rally
(Bloomberg) China’s $941 billion sovereign wealth fund posted a 17.6 percent return on its overseas investments last year, the best annual performance in its decade-long history, just before rising volatility and political tensions arrested a global stock market rally. That […]
“Investing in a New Age”
(HedgeCo.Net) The 6th Global Family Office Investment Summit hosted by the 600-year-old Ritossa Family Office and themed “Investing in a New Age” made headlines around the world June 27-29 as the “Davos of Family Offices” and most important family office […]
Emerging-Market Debt: Expect Volatility—and Opportunity
(Harvest) Summer is just beginning, but emerging-market (EM) bonds and currencies have been on a roller-coaster ride for months now. In markets, though, volatility breeds opportunity—and we still see plenty of that among EM issuers. When 2018 began, we warned […]
Polaris Sees Opportunities For Single GP Infrastructure, Alternative Risk Premia and Equity Market Neutral in Europe
(Opalesque) Matthias Knab, Opalesque for New Managers: Claus, you started Polaris in 2008 to support asset managers in promising alternative investment strategies in their market entry, fundraising and client-focused after-sales activities particularly to institutional investors in Europe or specifically in […]
JPMorgan Denies Interest in Top European Rival
(HITC Business) JPMorgan Chase has denied a report in German magazine WirtschaftsWoche that it’s interested in acquiring a stake in Deutsche Bank AG, after the lender’s share price slumped. To read this article: