Monthly Archives: August 2018

(Bloomberg) The earliest indicators for China’s economy show that the pace of expansion slowed for a fourth month in August, highlighting the pressure for the government to push through pro-growth policies. The data suggest the economy weakened further as demand […]

(CNN) Toyota just placed a big bet on autonomous vehicles….The automaker announced on Monday that it is investing $500 million in Uber and working more closely with the company to accelerate the development and deployment of self-driving vehicles… To read […]

(Dealbreaker) If trend-following hedge funds were a stock, trend-following hedge funds would observe their trajectory and sell. Investors, it seems, are somewhat less savvy. To read this article:

(New York Times) The biggest companies may be influencing things like inflation and wage growth, possibly at the expense of central bankers’ power to do so…. To read this article:

(Opalesque) Global hedge fund flows were positive in July, with investors adding an estimated $5.85bn to funds around the world and bringing overall industry AUM to $3.307tn. According to July eVestment 2018 Hedge Fund Asset Flows Report, signs of consolidation […]

(Harvest) A longstanding problem for hedge funds has been the limited number of companies that have sufficient amount of publicly traded stock to accommodate the appetite of hedge funds with billions of dollars to invest. To read this article:

(Harvest) The last emerging-markets rout was rescued by the Fed, but with financial turmoil hitting Turkey, a reprise may be wishful thinking this time. To read this article:

(Reuters) – Activist hedge fund Taconic Capital Advisors said on Wednesday that it would sell a 3.55 percent stake in Iraq-based oil producer Gulf Keystone Petroleum Ltd. Taconic Capital, a multi-strategy hedge fund which was founded in 1999, said it […]

(Reuters) – Activist hedge fund Elliott believes Walt Disney’s (DIS.N) deal to buy assets from Twenty-First Century Fox (FOXA.O) has valued Sky (SKYB.L) at more than $34 billion, higher than any of the current offers for the British broadcaster, Britain’s […]

(Bloomberg) GAM Holding AG will start paying back investors in its frozen bond funds, but some will get money out faster than others. The Swiss firm will initially return 74 percent to 87 percent of the assets in Luxembourg and […]

(Reuters) Hedge funds are doubling down on their bets that the U.S. yield curve will steepen, just as it flattens to within 20 basis points of inversion, historically a sure-fire indication that the economy is headed for a slowdown. Whether […]