Markets

MANAGER INSIGHTS

“A waiting game”: Why veteran volatility hedge fund 36 South embraces uncertainty

“A waiting game”: Why veteran volatility hedge fund 36 South embraces uncertainty

The current market uncertainty and value discrepancy offers the biggest opportunity in volatility-based trading in a generation, according to Jerry Haworth (pictured), the chief investment officer of London-based 36 South Capital Advisors, who is preparing a new fund to capitalise on further volatility shocks up ahead.

MARKETS

Special situation and activist hedge funds reluctant to pile into recovery amid “anaemic” corporate activity 

Special situation and activist hedge funds reluctant to pile into recovery amid “anaemic” corporate activity 

Activist hedge funds and certain other special situations strategies are still holding off from piling into longer-term buy-and-hold stocks amid the continued market uncertainty, instead choosing to trade opportunistically around cyclical names recovering from their coronavirus battering.

MARKETS

Pictet chief strategist cautious on equities rebound, warning on UK as materials and Japan offer value

Pictet chief strategist cautious on equities rebound, warning on UK as materials and Japan offer value

The current stock market rebound is “out of step with economic reality”, according to Pictet Asset Management’s chief strategist Luca Paolini. While the sustained market resurgence appears to have bolstered equity and credit-focused hedge funds’ returns during May, Paolini warned that hopes for a quick V-shaped recovery following the coronavirus downturn look “optimistic”.

MARKETS

Credit and EM debt offer attractive relative value trading opportunities, says BlueBay's Kettle

Credit and EM debt offer attractive relative value trading opportunities, says BlueBay's Kettle

As global equities markets on both sides of the Atlantic continue to flutter, credit and emerging markets are throwing up comparatively attractive trading opportunities, BlueBay Asset Management, the London-based fixed income and credit-focused hedge fund, said on Thursday.

Financial Information

Refinitiv adds Australian bank bills pricing information to data feed

Refinitiv adds Australian bank bills pricing information to data feed

Refinitiv is adding Bank Bills pricing information to its real-time data feed, thanks to its newly-expanded partnership with trading platform Yieldbroker. Customers will receive critical information relating to short-term funding, balance sheet management, along with hedging strategies and necessary instrument valuation and risk management.