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Mirabaud Securities launches Global Thematic Group

Mon, 29/01/2018 - 10:27

Mirabaud Securities has launched the Mirabaud Securities Global Thematic Group, a specialist team that assesses macro themes and fundamental stock ideas to identify interesting opportunities for investors. »

Don Steinbrugge, Agecroft Partners

Agecroft Partners predicts top hedge fund industry trends for 2018

Wed, 03/01/2018 - 11:07

By Don Steinbrugge, Agecroft Partners – Each year, Agecroft Partners predicts the top hedge fund industry trends stemming from our contact with more than two thousand institutional investors and hundreds of hedge fund organisations.  »

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Where do hedge funds stand on Brexit and UK assets?

Tue, 28/11/2017 - 09:21

The latest Weekly Brief from Lyxor’s Cross Asset team takes a look at how hedge funds view the current state of Brexit negotiations, and as with just about everything to do with the UK’s withdrawal from the EU, the picture is less than clear. »

Bill Lipschutz, Hathersage

Hathersage Capital Management - Best Macro Hedge Fund

Tue, 10/10/2017 - 17:42

Hathersage Capital Management LLC is a discretionary global macro investment manager founded in 1991. The firm is a foreign exchange specialist, expressing its global macro views strictly in G10 currencies, using interbank spot, forwards and vanilla options.  »

Man with a megaphone making announcement

Quaero strategy highlights the unexpected pace and impact of radical change

Tue, 12/09/2017 - 10:06

Factory automation, pharmacy and the retail sector are three areas already undergoing fundamental, structural changes from the growing pressures of disruptive innovation (DI) across markets and geographies, according to Quaero Capital investment manager Eurof Uppington. »

Worse to come as sterling falls to eight-year low?

Thu, 24/08/2017 - 09:00

Jaisal Pastakia, Investment Manager at Heartwood Investment Management comments on sterling’s fall to an eight-year low… »

Philippe Ferreira, Lyxor

Euro appreciation catches global macro off guard, says Lyxor

Tue, 08/08/2017 - 09:14

The dollar continued to depreciate against major currencies over the recent weeks, in a context where the US administration has struggled to gain reform momentum in the health care and fiscal areas; according to the latest Weekly Brief from Lyxor’s Cross Asset team. »

Philippe Ferreira, Lyxor

Tech stocks roar ahead and fuel stock-picking strategies

Tue, 25/07/2017 - 09:00

The sharp outperformance of technology stocks, which represent 23 per cent of the the S&P 500 currently, lifted the index to new records last week, according to the latest weekly brief by Lyxor’s Cross Asset Research team. »

Robert Lloyd George, Lloyd George Management

Quaero’s Bamboo strategy goes defensive as Geopolitics weigh on Asia markets

Tue, 18/07/2017 - 08:43

Following some profit taking in major Asian markets in recent weeks, Quaero Capital believes that a market correction is likely as tensions rise in North Korea, as well as in US-China relations, and in the Gulf between Qatar and Saudi Arabia. »

Philippe Ferreira, Lyxor

Global Macro dives on long energy positions

Mon, 26/06/2017 - 13:40

The first half of the year has seen a sharp divergence in returns between Event Driven and Global Macro strategies. These dynamics were also at play last week and so far this month, with Event-Driven extending gains and Macro funds underperforming. Interestingly, the the very same configuration occurred as of end-June 2016. »

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