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TOP STORY: Quantitative hedge fund Capital Fund Management has opened a new office in Shanghai, marking a further step in the firm’s expansion into China as its assets under management rise above $27bn, according to a report by Bloomberg.
Intel
Hedge funds have moved back to a net long position on US equities for the first time since the Iran ceasefire, signalling renewed confidence in risk assets amid a broader global market rally, according to a report by Reuters citing notes from Goldman Sachs.
Insight
In Alternative Views Hedgeweek®, goes behind closed doors with those in the know to get the latest on hedge funds. Today we speak to Theron de Ris, director of multi-emerging manager platform Zenith Alpha Management.Â
Intel
Sir Christopher Hohn’s TCI Fund Management has sharply reduced its long-standing investment in Microsoft, citing concerns that rapid advances in artificial intelligence could disrupt the software giant’s core businesses, according to a report by the Financial Times.
Insight
In Alternative Views Hedgeweek®, goes behind closed doors with those in the know to get the latest on hedge funds. Today, we speak to Francesco Filia, CEO of Fasanara Capital, a global asset manager and technology driven-investment platform.
Intel
Hedge fund returns showed a marked divergence in April, with performance differences between top and bottom managers widening again as market conditions continued to favour skilled stock selection and active positioning, according to a data from HFR.
Insight
At a time when many hedge funds have struggled to navigate volatile markets, Roy Niederhoffer and R.G. Niederhoffer Capital Management posted a 27.4% gain in the first quarter alone. Â
Insight
As central banks hold rates steady despite surging inflation, the CEO of the $6 billion hedge fund argues that a severe economic shock could force policymakers back below zero – and that hedge funds should be preparing now.
Intel
Bond markets are increasingly pricing in the possibility that the Federal Reserve’s next move could be a rate hike rather than a cut, as investors reassess the policy outlook ahead of Kevin Warsh’s expected tenure as Fed chair, according to a report by Bloomberg.
Insight
In Alternative Views Hedgeweek®, goes behind closed doors with those in the know to get the latest on hedge funds. Today, we speak to Roy Niederhoffer, president at R. G. Niederhoffer Capital Management, Inc.
