Category Archives: Syndicated
Vista’s Robert Smith says there are more opportunities in private markets than public right now
(CNBC) Robert Smith, the billionaire chairman and CEO of Vista Equity Partners, said Wednesday that there’s a marked disparity in investment opportunities between the public and private markets. Smith, who spoke with CNBC’s David Faber from the Delivering Alpha conference, said […]
Palihapitiya says election won’t matter, stocks going higher next 4 years: ‘You need to be long’
(CNBC) Outspoken technology investor Chamath Palihapitiya said Wednesday that the Federal Reserve will have more influence over the markets in the next four years than whomever takes the White House in November. “Irrespective of whether the Democrats or Republicans are in office, […]
JPMorgan to pay $920 million for manipulating precious metals, treasury market
(Reuters) JPMorgan Chase & Co has agreed to pay more than $920 million and admitted to wrongdoing to settle federal U.S. market manipulation probes into its trading of metals futures and Treasury securities, the U.S. authorities said on Tuesday. To […]
Man AHL granted QFII license, further expanding hedge fund quant pioneer’s China presence
(Hedgeweek) Man AHL, the pioneering quantitative investment unit of London-listed global hedge fund giant Man Group, has been given the green light for a qualified foreign institutional investor license in China. To read this article:
Emerging market debt-focused hedge funds are staying patient amid “weaker alpha environment”
(Hedgeweek) The rally in emerging markets has “eroded the potential for alpha generation” in EM debt markets, but this weaker investment environment is only temporary, with hedge fund managers keeping their powder dry to capitalise on opportunities at a later stage. […]
Hedge funds have maintained their strong performance since end-March supported by equity market recovery
(Opalesque) Hedge fund managers ended August 2020 up 2.02% on an equal-weighted basis, and 1.43% on an asset-weighted basis, driven by the strong performance of the global equity market as seen from the 5.54% return of MSCI ACWI (Local) over […]
Renewable energy and Telecom are the most pandemic-resilient infrastructure sub-sectors
(Opalesque) While infrastructure as a possession course has actually shown to be highly pandemic durable, there are significant distinctions in the performance of various industries, according to a new white paper from investment firm Foresight Group. The new study into […]
Apple CEO Tim Cook receives first major stock grant since 2011, could earn more than 1 million shares by 2025
(CNBC) Apple CEO Tim Cook received his largest stock grant since 2011, which will compensate him with large slugs of stock through 2025, according to an SEC filing on Tuesday. Cook will get 333,987 units of restricted stock that will […]
Dow futures fall 100 points after U.S. presidential debate
(CNBC) U.S. stock futures declined on Tuesday night as traders digested the first U.S. presidential debate. Positive data regarding a potential coronavirus treatment from Regeneron Pharmaceuticals kept the losses in check. Dow Jones Industrial Average futures were down 101 points, or […]
JPMorgan predicts a 10% rally for the S&P 500 and names the U.S. sectors to watch
(CNBC) Industrial and construction material stocks will be among the sectors that will benefit as U.S. markets hit fresh highs over the next year, JPMorgan Private Bank’s Grace Peters told CNBC on Tuesday. To read this article:
Stocks will return to record highs regardless of election outcome, $300M money manager predicts
(CNBC) Money manager Loreen Gilbert is optimistic the market will return to all-time highs this year, and it has nothing to do with who wins the presidential election. She’s building her case on a strong — albeit uneven — economic […]
U.S. pension funds sue Allianz after $4 billion in coronavirus losses
(Reuters) Pension funds for truckers, teachers and subway workers have lodged lawsuits in the United States against Germany’s Allianz, one of the world’s top asset managers, for failing to safeguard their investments during the coronavirus market meltdown. To read this […]