Hedge Funds Replacing Banks – Direct Lending Strategy As Example

From Hedge Fund Insight staff   With the 2Q Earnings Release from KKR & Co LLP came evidence of how alternative financing businesses (including hedge funds) are replacing bank financing. In the Investor Update accompanying the Conference Call KKR presented some data on their newer strategies which will power future earnings. Direct Lending featured strongly: […] Read more »

CTA Capital Flows Positive For Six Months Straight

From Eurekahedge   Hedge fund assets under management have increased by US$93 billion in the first six months of 2015, with roughly US$52 billion coming from performance driven gains and US$41 billion from new investor allocations.   Despite losses of 1.13% in June, European mandates continue to see resurgence in investor allocations. European hedge funds […] Read more »

Quotation of the Day – Justin Sheperd of Aurora

  “Volatility’s return has created opportunities for skillful global hedge fund investors across several investing disciplines. The unique macro environment and specific trends, including strength in the U.S. dollar, are aiding global macro strategies. As well, the seeds for corporate consolidation continue to drive opportunities in the event-driven arena. In the long-short space, lower correlations […] Read more »

Carbon Tracker – Coal Caught in the EU Utility Death Spiral

From Carbon Tracker This Infographic is derived from the Carbon Tracker’s new report which analyses the EU’s largest 5 power generators: Électricité de France (EDF), GDF Suez, Enel, E.ON and RWE, who collectively represent nearly 60% of Europe’s electricity generation, during the period between 2008 and 2013 to help understand: why they lost so much […] Read more »