US assets continue to draw international flows, predominantly from Japan, but the level of support may not be sustainable to keep the dollar strong, according to new research by contrarian hedge fund Horseman Capital.
Lazard Asset Management is launching a new emerging markets quantitative fund which will trade a diversified, low volatility strategy with an ESG focus placed at the forefront of its stock-picking process.
Hedge funds are positioning for a spike in volatility in healthcare, energy, financials and tech as the US presidential election gathers pace.
Ex-AHL director Christopher Cruden's novel currency and gold-focused CTA strategy Insch Kintore has marked its fifth anniversary with a strong double-digit showing in the first six weeks of the year.
Rishi Sunak, former partner at global long/short equity hedge fund Theleme Partners and Sir Chris Hohn's The Children’s Investment Fund Management, has been named Chancellor of the Exchequer after Sajid Javid resigned on Thursday.
Hedge funds are continuing to bet against Europe’s travel industry, with several brand-name managers growing their shorts in travel staples such as easyJet and TUI, amid concerns the fallout from the coronavirus (Covid-19) outbreak could impact the continent’s tourism sector.
Investors’ bias towards momentum risk is making trend-following hedge fund strategies particularly sensitive to investor inflows, amid a recent spike in market volatility.
By Don Steinbrugge, Agecroft Partners – Hedge funds fees remain under extreme pressure across the industry. This strong trend is driven by declining return expectations from investors, increased competition across the industry, and an increasing share of industry assets controlled by large institutional investors.