Following last week’s news that Tesla will stop accepting Bitcoin payments, and with rumours that Elon Musk plans to sell Tesla’s Bitcoin, Danyaal Rashid, Thematic Analyst at GlobalData, offers his view. Musk’s flip-flopping makes for good entertainment and a great
The traditional relationship between Momentum and Value factors is becoming increasingly blurred as the Covid-19 pandemic has upended equity markets, according to Unigestion. New research from Unigestion’s equities team suggests investor confidence has been dented in recent weeks as the
The year-long reflation trade in equity markets has left stocks looking “extremely expensive” compared to bonds, with the volume of short positions now at its lowest level in some 15 years, according to Man Group.
Private debt strategies continue to gain investor traction, as institutional allocators look to increasingly esoteric ‘alternative’ fixed- income- style products, according to interviews with global and boutique investment consultancies conducted by Hedgeweek.
Australian investors are showing an increased interest in hedge funds after the sector demonstrated its robustness during the pandemic, and are now seeing how they could provide opportunities for protection against the spectre of inflation. This is the view of Scott Pappas, Head of Alternatives and Derivative Solutions at
As global economies prepare to unlock, potentially driving up inflation and interest rates, hedge funds’ low sensitivity to rate moves can help bolster investors’ portfolio performance, says K2 Advisors, the hedge fund investing unit of Franklin Templeton.
Discretionary macro hedge funds can expect a “fruitful opportunity set” over the next three months thanks to continued market unpredictability, but falling default rates have soured the Q2 outlook for distressed credit strategies, according to Man FRM’s quarterly hedge fund
Robert Lam, co-head of credit at Man Numeric, the Boston-based investment unit of London-listed hedge fund giant Man Group, said “99 per cent” of high yield assets are managed using traditional discretionary processes. But he suggested such one-side market composition
AIMA CEO Jack Inglis has commented on Rishi Sunak’s speech at Mansion House on the future roadmap for the UK’s financial services sector…
The news that John Paulson, the executor of ‘The Greatest Trade Ever’, is joining the growing ranks of famed hedge fund managers returning investor capital and going private, seems like a defining moment at a time when the world as
