Category Archives: Syndicated
Hedge Funds Turn Most Bearish Since 2016, Hone Long Stock Bets
(Bloomberg) As stocks whipsawed over the past week, hedge funds took a stance that’s hard to frame as bullish, intensifying bets against the market and limited long positions to a shrinking group of companies. The ratio of hedge funds’ long […]
Hedge Fund Investor Tarrant, Who Bet with Warren Buffett, Dies
(Reuters) Investor Jeffrey Tarrant, whose firm Protege Partners backed billionaire managers including William Ackman and Marc Lasry early in their careers and made a bet with Warren Buffett that hedge funds would outperform a passive index fund, has died at […]
Why Invest Internationally: A Conversation
(Harvest) With volatility on the rise, why are you suggesting that investors consider markets outside of the U.S. Portfolio Solutions Group (PSG): Two key reasons are the increased opportunity set and the potential for risk mitigation. More than half of […]
Hot Spots: Key Takeaways on China and the U.K.
(Harvest) KKR published Hot Spots , a new macro Insights piece by Henry McVey , Head of Global Macro and Asset Allocation (GMAA), wherein McVey and his team share their learnings from a recent trip to Beijing and London, two […]
Will New US Tariffs Unravel Yuan?
(Harvest) The Chinese yuan’s stability during a ceasefire in the trade war is likely to be shattered with a new round of US tariffs set to go into effect on Sept 1. To read this article:
CTAs continue to make gains in July
(Hedgeweek) Following a strong June, CTAs continued to make gains and reported positive performance in July too, according to the lates performance figures from Societe Generale Prime Services for the SG CTA Indices. To read this article:
Hedge fund Hoplite Capital plans to shut down – letter
(Reuters) – Hedge fund Hoplite Capital is returning money to outside clients after a period of sluggish returns, the firm’s founder, John Lykouretzos, told investors in a letter on Wednesday. To read this article: To read this article:
Active versus passive management – revisited
(Hedgeweek) The rise in popularity of ETFs in recent years, as well as the continuing appeal of mutual funds has seemingly given index-based products the upper hand in the old passive versus active investment debate. But could active management be […]
Blackstone buys a stake in private equity rival BC Partners
(Opalesque) The U.S. private equity giant Blackstone Group Inc. is taking a stake in a smaller European rival BC Partners, which has $27bn under management. Blackstone Alternative Asset Management (BAAM)’s Strategic Capital Group is investing $560m in BC Partners for […]
Fintech investment remains strong in the US
(Opalesque) Following a record year in deal volume and value, overall investment in fintech remained strong in the US during H1 2019, reaching $18.3bn across 470 deals, powered in large part by a strong first quarter to the year. To […]
Crypto Valley blockchain companies worth $40bn:
(Opalesque) The first 50 blockchain companies in the Swiss Crypto Valley have doubled their valuations in the first six months of 2019 alone, from $20bn to $40bn, thus marking the definitive and obvious end of the so-called crypto winter. To […]
Hedge fund investor Tarrant, who bet with Warren Buffett, dies
(Reuters) – Investor Jeffrey Tarrant, whose firm Protege Partners backed billionaire managers including William Ackman and Marc Lasry early in their careers and made a bet with Warren Buffett that hedge funds would outperform a passive index fund, has died […]