Category Archives: Syndicated
These are the three things markets are expecting to hear from the Fed and Jerome Powell
(CNBC) The Federal Reserve is expected to leave interest rates unchanged at its meeting this week, and Federal Reserve chairman Jerome Powell is expected to go out of his way to not rock financial markets. To read this article:
Hedge Funds See More Juice in Carbon Market’s Two-Year Rally
(Bloomberg) The speculative fervor that made European carbon allowances the hottest commodity of 2018 shows little sign of abating with more hedge funds seen doubling down on expectations for higher prices. Some 15 to 20 funds have begun or are […]
Platform Shakes Up Management After Sale of Its Agriculture Unit
(Bloomberg) Platform Specialty Products Corp., the chemical company backed by hedge fund manager Bill Ackman, is shaking up its management team as it looks to expand after selling its Arysta LifeScience agricultural division. Its shares fell. Platform, founded by serial […]
Thal?s Appoints Managing Director of Capital Strategies
(Hedgeweek) Thale?s has appointed David Modiano as Managing Director of its Capital Strategies group. In his new role, he will be based out of New York and will report to Edouard Robbes, President of Thal?s Capital Partners. Most recently Modiano […]
Why does Eddie Lampert want to keep Sears alive?
(CNN) No matter what happens in bankruptcy court, Sears faces a grim future. So why is chairman Eddie Lampert fighting so hard to keep it alive?….Lampert insists he bid $5.2 billion for the company because he believes a reborn Sears […]
Goldman Warned Nvidia Could Blow Up Because Of China And Says These Companies Could Be Next
(CNBC) Goldman Sachs had warned clients about companies with big international sales in a note on Friday, especially those with big revenues from China….The other names on the list that gave Goldman pause were…. To read this article:
US Market Neutral Hedge Fund Cares For What Investors Actually Take Home
(Opalesque) The partners at Alloy Investments, a New Jersey, U.S.-based fund manager, believe that the current investing paradigm is broken, which means that very few active managers reliably outperform benchmarks and many active managers compensate for poor performance by taking […]
CTAs face renewed downward pressures in January, says Lyxor
(Hedgeweek) The market rebound started at the end of December fuelled strategies that were most exposed to risk assets, such as L/S Equity and Special Situations. This is in sharp contrast to performance in Q4-18, which was dreadful. To read […]
Shannon River Hedge Fund Is Betting Big on News
(Bloomberg) Shannon River Capital Management, a $450 million technology-focused hedge fund that beat peers last year, says digital subscriptions for news are the next big thing. “News is where music was 10 years ago,” Spencer Waxman, who founded Shannon River […]
Macro Trader Adam Fisher Exits Soros for Second Solo Act
(Reuters) Adam Fisher, a portfolio manager at Soros Fund Management, is returning to running his own firm less than two years after joining the approximately $25 billion investment firm. Fisher exited the New York-based family office, which invests the fortune […]
Brazil Hedge-Fund Icon Scoops Up Vale Shares After Dam Disaster
(Bloomberg) One of Brazil’s most revered hedge-fund managers is seeing a buy opportunity in Vale SA’s record plunge. Rogerio Xavier, who helps manage 19 billion reais ($5 billion) in assets at the helm of the SPX Nimitz funds, said he […]
Euro Zone Inflation Gauge Tracked by ECB Hits Lowest Since 2016
(Reuters) A key gauge of the market’s long-term expectations for inflation in the euro area fell on Tuesday to its lowest level since late 2016, in a further sign that weak economic data globally is weighing on the inflation outlook. […]