Monthly Archives: November 2017

(Hedgeweek) Last month, Hedgeweek, in partnership with Intralinks, hosted a breakfast briefing in London to present the findings of a global LP survey that sought to determine investor sentiment towards GPs. To read this article:

(CNBC) A proposal in the Senate tax bill would require investors to sell first the shares they have owned for the longest amount of time….The rule would change how automated investment platforms choose the stocks you sell, typically resulting in […]

(Harvest) Steady, broad-based U.S. growth implies a low probability of recession, although the tightening U.S. labor market is a sign of U.S. business-cycle maturity. The global expansion remains relatively steady and synchronized across major economies. The global financial markets have […]

(Harvest) Still, EM valuations are attractive in the aggregate. Even after this year’s gains, the MSCI EM Index trades at a 25% discount to the MSCI World Index of global developed stocks. What’s more, the return of EM equities this […]

(Bloomberg) The OPEC buzz has once again sent Brent crude surging, but hedge funds are playing it cool.They reduced their bullish stance on the global benchmark for a second week as they brace for OPEC’s market swings — where prices […]

(Bloomberg) Bitcoin is showing no signs of slowing down, blowing past $9,000 less than a week after topping $8,000 and now quickly closing in on five big figures. The price of the largest cryptocurrency by market value is soaring as […]

(Bloomberg) Since releasing a position paper in April, the world’s biggest wealth fund has increased the number of votes against management compensation proposals in the companies it invests in, Carine Smith Ihenacho, its global head of ownership strategies, said in […]

(Pension & Investments)Hedge fund portfolio returns of large U.S. public pension funds staged a dramatic comeback in the year ended June 30, reversing a two-year downward slide. Each of the 20 hedge fund portfolios of 17 U.S. state pension plans […]

(Valuewalk) The markets are controlled, Robert Wu and Howard Wang believe. The erstwhile Bridgewater Associates execs, whose role at the hedge fund has been the topic of some dispute, now operate at a different hedge fund, Convoy Investments. To read […]

(Bloomberg) Bitcoin’s march toward respectability faces another hurdle as hedge-fund platforms reject the overtures of firms trading cryptocurrencies. Brooklands Fund Management, Mirabella Advisers and Privium Fund Management — which provide back-office functions and regulatory help for investment firms — all […]

(Opalesque) At the recent Opalesque 2017 Ireland Roundtable, Roundtable participants agree that it is going to be a hard Brexit. At the same time, Philip Dempsey, a branch manager at LIS Ireland pointed to a mood change in the UK. […]