CF Partners Capital Management, a London-based energy-focused hedge fund, is betting on a continued price recovery in energy markets heading into the second half of 2020.
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.
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.
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”.
Chicago-based CME Group plans to launch new options on its Micro E-mini S&P 500 and Micro E-mini Nasdaq-100 futures contracts, which will be available for trading in the autumn of 2020, pending regulatory review.
As the global economy slowly emerges from the coronavirus lockdown, conditions could be set for a weaker US dollar, in turn strengthening emerging market equities, according to new research by analysts at Man Group.
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.
Gold prices are storming back towards their mid-April highs, with investor appetite holding up amid sustained market volatility – potentially bringing further gains for hedge funds which have built major positions in the commodity recently.
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.
Quincy Data has expanded its offering with the addition of US treasuries data, using sister company McKay Brothers’ microwave network to transport the data to Aurora, IL in under four milliseconds, the lowest latency available.