GAM Insight – Hedge Fund Performance in November

From Global Asset Management Accommodative monetary policy continues to support equity-related hedge fund strategies in November, says GAM A continuing rally in equity markets remains a prominent theme as we head into December, but there are also other sizeable trade ideas today across hedge funds, says Anthony Lawler, portfolio manager at GAM.   “Hedge fund […] Read more »

Managing An Existing Macro Position – Aussie Dollar Example from Bridgewater As Would Be Managed by Caxton Associates

Having been asked what would a trader or macro manager do now on the Aussie Dollar position mentioned in a couple of articles (here and here) here is a response. Below in graphic one is the original set-up graphic annotated to show the current A$/US$ rate. Graphic One – A$ v US$ over the six […] Read more »