Category Archives: Syndicated
Bitcoin is no longer an Uncorrelated Asset
(Harvest) Cryptocurrencies have been promoted as an uncorrelated asset class that should be owned to offset potential dips in traditional investment buckets. So far, the lack of correlation has been proven by showing Bitcoin versus equities and fixed income, as […]
Why Wall Street Hates The Trump Economy
(Vanity Fair) Sure, the economy seems to be humming, for now, but not for any of the reasons that Trump thinks—and a recession may be closer than it appears. To read this article:
Hedge Fund Tells Kentucky Pension to go Play in Traffic
(aiCIO) Hedge fund Davidson Kempner Capital Management has told the $17 billion Kentucky Retirement Systems (KRS) it doesn’t want its money and asked it to withdraw its $68.7 million in protest over the state’s new code of ethics…. To read […]
Blackstone Fires Hedge Fund on Alts Strategy
(Citywire) San Diego, California-based Gracian Capital is a hedge fund that invests in public equity and hedging markets. The firm has served as a non-discretionary subadvisor to the Blackstone fund.Blackstone has fired Gracian Capital as a subadvisor on the $6.1 […]
It’s Better to Be Rich Than Right
(Bloomberg) One apparently out-of-consensus view that I have is that, while most people seem to think that the essential skill of a hedge fund manager is identifying investments that will have high returns, I think that the essential skill of […]
It’s Better to Be Rich Than Right
(Bloomberg) One apparently out-of-consensus view that I have is that, while most people seem to think that the essential skill of a hedge fund manager is identifying investments that will have high returns, I think that the essential skill of […]
CTAs show uplift in June
(Hedgeweek) After a performance dip in May, June has been a positive month for CTAs, according to June 2018 performance data for Societe Generale’s SG CTA indices. The SG CTA Index gained 0.55 per cent. Trend followers performed even better […]
Hedge Funds in Europe Grow to $683 Billion as Investors Return
(Bloomberg) Europe’s hedge-fund industry is recovering strongly, with assets surging to 587 billion euros ($683 billion) as of March, according to industry tracker Preqin. Investors are flocking back to the market in search of assets that can still provide a […]
Brevan Howard, Stone Milliner Founders Back Data Firm Qi
(Reuters) Two of Europe’s leading macro hedge fund investors are backing a machine learning data analytics firm that aims to give traders an edge in picking winning bets across stocks and indexes. Alan Howard, founder of Brevan Howard, and Jens-Peter […]
China Hedge Fund Says Stocks Are Near Bottom
(Bloomberg) The rout in Chinese stocks may be nearing an end as the central bank turns to more accommodative monetary tools, according to Shanghai Chongyang Investment Management Co., whose flagship hedge fund has returned 356 percent since its launch in […]
CIC to Maintain Hedge Fund Allocation on `Very High’ Returns
(Bloomberg) China’s $930 billion sovereign wealth fund is maintaining its allocations to hedge funds near current levels thanks to their “very high” risk-adjusted returns, even as some investors rail against poor performance and high fees. Hedge funds have delivered China […]
Here’s What We Know About China’s Stance as Tariff Hour Nears
(Bloomberg) Friday July 6 is the date when the world’s two largest economies are due to slide deeper into a trade conflict that’s roiled markets and cast a shadow over the global growth outlook. In Beijing, policy makers are digging […]