CRYPTOCURRENCY

Man Group sees bitcoin volatility as part of the asset’s “price discovery” process

Man Group sees bitcoin volatility as part of the asset’s “price discovery” process

As more hedge fund firms pile into the digital asset and cryptocurrency space, analysts at the London-listed hedge fund giant Man Group say bitcoin’s recent volatility could be seen as “price discovery” in a new asset class, which will ultimately give way to greater stability in the currency, and more credibility among investors.

INNOVATION

WHITE PAPER – Amazonisation 2.0: The Exponential Pull of Innovation

WHITE PAPER – Amazonisation 2.0: The Exponential Pull of Innovation

In 2016, SEI issued a paper on what it saw as five major innovations that were causing disruptions both within and outside of their respective industries. The company has revisited those themes, namely: Watsonisation, Googlisation, Amazonisation, Uberisation and Twitterisation, to provide an up-to-date picture of the innovations occurring in our industry today. Over the next few months SEI will share its findings and recent developments for each theme. Next up: Amazonisation…

SHORT-SELLING

UK hedge fund Argonaut takes aim at AstraZeneca-Oxford vaccine and warns against “silver bullet” recovery

UK hedge fund Argonaut takes aim at AstraZeneca-Oxford vaccine and warns against “silver bullet” recovery

The recent stock market “exuberance” sparked off by breakthroughs in Covid-19 vaccine trials may give way to disappointment next year, says Argonaut Capital CEO and CIO Barry Norris, who continues to build short positions in a number of drug companies, including AstraZeneca, amid continued uncertainty over efficacy and dosage in its trial process.

SPONSORED CONTENT

Next gen of alt data

Next gen of alt data

While the relationship between systematic hedge funds and alternative data sources is not new, quants have recently raised concerns that alt data is not giving the same alpha as it used to.

MANAGER INSIGHTS

“We go where the ideas are”: Emerging market hedge fund Pembroke gathers pace with fundamental focus

“We go where the ideas are”: Emerging market hedge fund Pembroke gathers pace with fundamental focus

Since launching in early 2018, Pembroke Emerging Markets – a London-based global long/short equity hedge fund led by former Goldman Sachs trader Sanjiv Bhatia – has capitalised on demographic shifts in emerging economies with a fundamental, bottom-up stock-picking style which uses convexity plays to boost alpha generation.