By Duncan Lawrie Private Bank At a Duncan Lawrie Private Bank emerging markets roundtable on Tuesday, expert panellists on China gathered together to discuss the key issues arising from the new leadership of Xi Jinping over the next decade. He has already started pushing for change, but will his tenure bring about more fundamental and much […] Read more »
Net Hedge Fund Formation Down in 2012
By Hedge Fund Research, Inc. of Chicago Total hedge fund industry assets increased to a record of $2.25 trillion, according to the latest release of the HFR Market Microstructure Industry Report, released today by HFR, the leading provider of indexation, research and analysis for the global hedge fund industry. New fund launches totalled 1,108 for […] Read more »
The Los Angeles Investment Company Out To Help Emerging Managers Realize Potential
By Staff Writer, Hedge Fund Insight Emerging managers struggle to get attention. There are a multitude of reasons why. Yet all the studies show that smaller, more nimble, managers out-perform their larger brethren. For many managers there is a Catch-22 at play in terms of assets under management. “If only you were at $50m then […] Read more »
The Hedge Fund Hot 100 2013
By Staff Writers of Hedge Fund Insight, led by Simon Kerr There are a lot of lists of hedge funds and hedge fund related business. Usually and appropriately for an absolute return concept, the lists are usually about absolute size. “Who is the Daddy?” tends to be the main question. Hedge Fund Insight is […] Read more »
Key Test Underway For Gold
By Staff Writer, Hedge Fund Insight The gold price is testing the break out level of last August. For a view on potential scenarios Hedge Fund Insight asked Klaudius Sobczyk, Managing Director of Advanced Dynamic Asset Management GmbH, an experienced watcher of gold markets. He has a different take than most on current levels. “The […] Read more »
Stakes In Hedge Fund Businesses In Demand As Blackstone Declares An Interest
By Simon Kerr, Publisher of Hedge Fund Insight Once in a week is random, twice in a couple of weeks is a potential pattern, but three times in a month is confirmation. The first occurence was the sales of stake in insurance risk manager Nephilia Capital. Kohlberg Kravis Roberts acquired a 24.9% ownership in the […] Read more »
Lampert’s Long Commute
Eddie Lampert is one of the wealthiest people in America. He is the chairman of Sears Holding Corporation and the founder and CEO of ESL Investments, a hedge fund that is estimated to be worth more than $10 billion. Up until last year, he brought most of his wealth to Greenwich, Connecticut. That changed as […] Read more »
Sellers Strike Amongst Investors
By Michael Hartnett, Chief Investment Strategist, BofA Merrill Lynch In London recently, this was the feedback I got from clients. All mouth and no trousers There is a clear “sellers strike” in both equities and bonds right now; no-one wants to fight the Fed and risk assets are seen as impressively resilient to bad news […] Read more »
European Equity Trading 2012/13: Changing the Rules Of Engagement
By Rebecca Healey, Tabb Group A combination of a deepening economic crisis, increasing regulation, collapsing volumes and commission wallets is escalating the need for immediate action on outdated business models in European equity trading. The status quo can no longer be maintained. From investment to execution to settlement, market participants are changing the rules of […] Read more »
Peripheral Europe Sovereign Risk Up Around Month End
By Stephen Lewis, Chief Economist, Monument Securities The euro has performed strongly so far this year. Since 31 December, its effective rate has risen by more than 2% to stand at its highest since November 2011. It is back at the level it traded immediately prior to the ECB’s announcing it would extend liquidity to […] Read more »