Incisive Views from Professionals
By Brooks Ritchey, Senior Managing Director, K2 Advisors, Franklin Templeton Solutions Monetary policy around the world has taken an unprecedented turn—with negative interest rates now the norm in several parts of the world. Brooks Ritchey, Senior Managing Director of K2 Advisors, sees scant evidence to prove this policy approach is working to stimulate […] Read more »
By Madison Street Capital 2016 is gearing up to be one of the most active years in terms of M&A activity for the hedge fund industry. Propelled by the wave of transactions in the fourth quarter of 2015, many positive factors are leading indicators that M&A deal momentum will continue, positioning 2016 to be a […] Read more »
By Ken Faulkenberry of Arbor Investment Planner Howard Marks, author of “The Most Important Thing: Uncommon Sense for the Thoughtful Investor”, is the Chairman of the Oaktree Capital Management. Marks was one of the original founders and is famous for his “memos to Oaktree clients” which he uses liberally throughout the book to add […] Read more »
From Hedge Fund Insight staff Net short of equity exposure by over 100% of balance sheet. Top 10 positions include 6 short positions. The sizing of the JGB/Australian Govt. Bond positions make it look like one relative […] Read more »
From Aite Group Though the U.S. insurance industry is entering 2016 well capitalized and profitable, too much capital capacity does not bode well for pricing as new capital flows in, seeking opportunities and driving pricing competition. Against this backdrop, insurers will be juggling priorities: modernizing their core systems, maintaining profitability within existing portfolios, accelerating […] Read more »
By Kamlesh Chauhan, Senior Manager, Haysmacintyre The rules governing VAT are continually changing due to new VAT legislation being introduced, updates in HMRC’s guidance and interpretation and various case law precedents and decisions being released over time. Hedge fund businesses will often not have considered their VAT position in any detail for a number […] Read more »
From Merrill Corporation/DataSite.com Introduction The oil and gas sector has been a significant contributor to global M&A activity in 2015, despite a more than 60 percent decline in crude oil prices. Both strategic and financial buyers have been active in pursuing mergers and acquisitions (M&A). Oil and gas was the third most active sector […] Read more »
By Peter Perkins and Phillip Colmar, MRB – The Macro Research Board The collapse in oil prices is being driven primarily by supply rather than demand factors. The decline in oil prices over 2014 and 2015 coincided with a massive increase in crude oil inventories. It is also important to note that global oil […] Read more »
By Hedge Fund Insight staff Approximately 25% of O’Connor and HFS performance fee-eligible assets exceeded high-water marks as of 31 December 2015, an improvement from 21% as of 30 September 2015, continuing to reflect challenging market conditions in the fourth quarter. Read more »
By Henrietta Hirst, Director of CitySavvy This is an extract from the forthcoming book “Setting Up A Hedge Fund In Europe” to be published by Hedge Fund Insight shortly. The additional content for this chapter includes a section on how to select the right PR. S1.Introduction S2. What a PR Company Does For a Hedge […] Read more »