Monthly Archives: August 2018

Mark Barnett Leads Invesco Into Funds Doghouse

(Citywire) Invesco Perpetual has topped the list of ‘dog’ funds compiled by online stockbroker Bestinvest in its regular study of underperforming investments, as Mark Barnett’s giant income funds continue to lag. To read this article:

Greece’s Bailout Is Ending. The Pain Is Far From Over.

(New York Times) Greece is reaching a milestone in one of the most ruinous financial crises to hit Europe. On Monday, the country will officially end its reliance on over 320 billion euros, or about $360 billion, of bailouts, opening […]

The Chinese Curse: May You Find The Perfect Hedge Fund

(Moneyweb) Recent press articles have sparked important debate around topics such as what exactly hedge funds are, do they add value, do they really manage risk, and what are the alternatives. It’s important to understand that hedge funds do not […]

Emerging Markets: Tumbling, Or Just Stumbling?

(Harvest) Emerging markets comprise a scatterplot of disparate economies, drawn from every quarter of the globe, and exhibiting an extremely diverse range of shapes, sizes, political regimes, trade composition and financial circumstances. Included in the mix are some of the […]

Impact of Turkish Lira Crisis on Large European Banks

(Opalesque) A number of European banks with exposure to Turkey face some impact as a result of the current Turkish Lira crisis. The banks most exposed to Turkey through their subsidiaries or equity investments are BBVA, UniCredit, BNPP, ING and […]

Trade Risks Exacerbate Late-Cycle Pressures

(Harvest) The risk of U.S. recession remains low, but late-cycle pressures such as tight labor markets and monetary tightening have been on the rise. To read this article:

Survey Confirms Increase in GIPS Compliance

(Institutional Asset Manager) A new survey of institutional asset managers, consultants and investors confirms compliance with the Global Investment Performance Standards (GIPS) is on the rise, with 84 per cent of asset managers responding saying their firms are GIPS compliant. […]

Eurekahedge: Hedge Funds Trailing Behind Last Year’s Performance

(All About Alpha) According to Eurekahedge, with the July numbers on hedge fund performance now available, 8.5% of hedge fund managers have posted double-digit gains in 2018 to date. Most of that gain is focused on those with a long/short […]

Sovereign Debt – U.S. Dollar Rally Drives Global Risk, Puts Pressure on Emerging Markets

(Harvest) Despite stronger sensitivity to movement in the U.S. dollar and other challenges within emerging markets, we still think there are opportunities for long-term investments in countries where we’re seeing fundamental improvements and stable politics. Key Takeaways A U.S. dollar […]

Robo-Advice Will Offer Competitive Advantage To Traditional Wealth Managers

(Opalesque) Following the footsteps of WorthFM, SheCapital and Owners Advisory, New York-based avant-garde robo advisor Hedgeable has finally called it quits on 9 August 2018, just short of its 10-year anniversary. Even though there is mounting evidence that standalone robo-advice […]

Technology Fund Adviser and Founder Charged in Fraudulent Scheme

(HedgeCo.Net) The Securities and Exchange Commission today charged the founder of San Francisco-based venture capital funds and his investment advisory firm with overcharging investors to fund personal projects, including sending millions of dollars to his own virtual reality production company. […]

Hedge funds redeem $8.9bn in June amid worries over trade and interest rates

(Hedgeweek) Redemptions from hedge funds hit a 20-month high in June, according to the Barclay Fund Flow Indicator, as the financial markets weighed the risks of trade disputes and rising interest rates. Hedge fund industry assets remained at an all-time […]