(Bloomberg) Investors pulled money from Bill Gross’s bond fund for the fifth consecutive month in July, reducing assets to the lowest since November 2014, less than two months after he took over the go-anywhere pool. The Janus Henderson Global Unconstrained […]

(NY Times) Representative Chris Collins was at the Congressional Picnic on the South Lawn of the White House last summer when he received an unexpected email from the head of a drug company in which he was heavily invested. The […]

(aiCIO) Report finds US holds 72% of the global hedge fund assets….Despite growing hedge fund activity in other regions, the US accounts for 3,405 of the 5,523 institutional investors active in hedge funds, and 3,319 of the 5,383 active hedge […]

(New York Times) Just the threat of competition from Amazon has driven companies across many industries into deals. Nowhere has that been more evident than in health care. The possibility of Jeff Bezos’s e-commerce juggernaut starting a pharmacy business was […]

(Harvest) Andrew Frost, Executive Director at Lawson Conner, provides an update on the rise of crypto and reflects on the challenges that blockchain and the new technology may eventually pose to fund managers. Cryptocurrency and blockchain-related topics are being much […]

(Reuters) A leveraged buyout of electric carmaker Tesla could be an ominous sign of market exuberance, but investors may need more justification to run for the exits. CEO Elon Musk’s suggestion on Tuesday that he wanted to take Tesla private […]

(Bloomberg) Who needs hedge funds when a $2.4 trillion private bank is offering global macro trades to navigate late-cycle markets — mimicking fast-money strategies with leverage to boot. UBS Group AG’s wealth management arm, the world’s largest, is pitching just […]

(Reuters) Fund managers are rebuilding a big bullish position in U.S. gasoline futures and options – even as they remain on the sidelines across other petroleum contracts. Hedge funds and other money managers raised their combined net long position in […]

(Reuters) It would be the ultimate black eye for short sellers. A buyout of electric carmaker Tesla Inc., led by entrepreneur CEO Elon Musk, would cap a painful ride for short sellers, who have amassed more than $13 billion in […]

(Bloomberg) Ten years on from the financial crisis, bank balance sheets haven’t become any simpler to digest for the average investor. Finance firms are big and leveraged; regulations have just become new instruments of complexity. That might suggest a potential […]

(Opalesque) From Don Steinbrugge, Agecroft Partners: It is no secret that the vast majority of investors, including hedge funds managers, have underperformed market indices over time. However, some managers have distinguished themselves generating very strong risk adjusted returns. Outperforming an […]

(Harvest) Our experience in assessing South Africa’s sovereign credit shows how active engagement and thorough ESG analysis helps shape portfolio strategy. A version of this material will appear in a CFA Institute paper. Environmental, social and governance (ESG) indicators are […]