The development of molnupiravir, a “potent” oral anti-viral Covid-19 treatment, could help boost flagging consumer stocks reliant on the global economic reopening, as healthcare-focused hedge funds look to rebound following recent losses.
Challenges and opportunities: How hedge funds are grappling with ESG, remote working and the ‘portfolio conundrum’
With traditional equity and credit returns set for a squeeze, and ESG, Covid-19 and remote working upending the hedge fund industry from both an investment and operations perspective, managers face both considerable challenges and sizable opportunities up ahead, speakers at EisnerAmper’s 6th annual Alternative Investment Summit said this week.
A ‘patriotic bias’ towards London-listed stocks has increased among UK hedge funds during the Covid-19 pandemic, and is stifling managers’ efforts to diversify portfolios, according to a new industry survey.
The “explosive” upward price movements in energy markets are helping power performance among machine-based hedge funds this year, as CTAs and trend-following strategies successfully lock onto strong price signals.
Hedge funds’ confidence continues to rise, with managers across the UK, Europe and Asia all bullish on their business prospects heading into the final quarter of the year, a key industry sentiment index shows.
Hedge fund short sellers betting against Cineworld have seen their bearish positions tank after the global cinema chain’s share price rocketed on the back of the new James Bond movie release.
The “fluidity” of virtual conferencing has proved a “silver lining” during the pandemic, optimising allocator time during the investor due diligence process, according to new research by alternatives-focused software-as-a-service and data management company Vidrio Financial.
The traditional relationship between Momentum and Value factors is becoming increasingly blurred as the Covid-19 pandemic has upended equity markets, according to Unigestion.
Hedge fund short sellers capitalise on UK ‘Freedom Day’ fears as rising Covid rate sinks FTSE stocks
Hedge funds betting against UK blue chip stocks saw their negative wagers pay off on Monday as investor fears over rising coronavirus cases sent the FTSE 100 tumbling some 2.3 per cent.
The Covid-19 pandemic is opening up a deeper discussion around more business functions becoming permanently outsourced, particularly among start-up and emerging hedge funds battling against budgetary constraints.