By Bijesh Amin, Co-founder and managing director, Indus Valley Partners Recently several high-profile hedge fund managers, Michael Platt of BlueCrest Capital, Scott Bommer of SAB Capital and Steve Cohen of SAC Capital (now Point 72), have decided to hand back investor capital either due to hassles over regulation and investor over-reach ( i.e. the […] Read more »
Feeling the Burn – How Emerging Hedge Funds Should Prioritise Spending
By Diane Harrison, principal of Panegyric Marketing As another year draws to a close, emerging hedge fund managers wrestle with how to grow their business to the next level, including how to survive another year of cutthroat competition for attracting investors. While the answers to this riddle can be numerous and complex, I thought […] Read more »
Some Dangerous Signals Appear in Financial Markets
By Stewart Richardson, Chief Investment Officer of RMG Wealth Management We held our quarterly investment meeting last week (please let us know if you would like to receive a copy of the chart pack), and as you would expect, in both preparing for the meeting and in discussion during the meeting, we thrashed out […] Read more »
Market Research as a Source of Insight for Hedge Funds
From Hedge Fund Insight staff and Surveygoo.com The staff of Hedge Fund Insight have taken the view that just publishing the info-graphic below without some context would leave too many readers baffled as to the relevance. There will be readers that do not get the significance of market research for hedge funds. In an […] Read more »
Global Energy Stocks: The Worst May Be Over
By Salvatore Ruscitti, of MRB – The Macro Research Board We recently upgraded energy stocks to neutral from underweight. Downside risks to oil prices and rising costs for oil producers were key reasons behind our downgrade of the sector in May 2013. Our cautious stance worked out well as a supply-induced bear market in […] Read more »
Global business cycles: converging at last?
By Paul Diggle, Economist at Aberdeen Asset Management The business cycles of the major economies are out of sync. While the US and the UK are several years into a sustained expansion, the Eurozone economy has only recently begun to show signs of repair, and the emerging markets are tipping into downturns of varying […] Read more »
Plea to HF Managers – No More Double-Speak Please!
By Diane Harrison, principal of Panegyric Marketing While watching the recent Congressional Benghazi hearings drone along at a glacial pace, it seemed that the verbal maneuverings and utter lack of candidness bore an eerie resemblance to the spin-doctoring that managers sometimes fall prey to as a defensive mechanism when asked tough questions by investors. […] Read more »
More Hedge Funds Are Going To Become Family Offices
By David Bain of Family Capital Hedge funds aren’t doing well in terms of performance – that will just increase the number of family offices. A recent report by Citibank on the global hedge fund industry found that assets in the sector fell in August this year by $78.4 billion, the biggest fall since October […] Read more »
Hedge Funds’ Access to Investment Research Under Change
By Vicky Sanders, Co-CEO and Founder RSRCHXchange Quality Crowded Out For most hedge fund managers, research is a problem when it should be a resource to make your life easier and help you produce more alpha. Despite having a well-paid sales contact at every sell-side firm, there is little to no filtering or […] Read more »
Fed Ploughing a Deep Furrow of Confusion
By Marc Ostwald, Strategist at ADM Investor Services International Limited If the FOMC’s objective was to convey confusion, it has succeeded, thereby ploughing a deep furrow of instability and destabilization, and shining a very bright light on the large debt and liquidity trap it and other G7 central banks have spent 7 years crafting. […] Read more »