US equities have so far shown limited signs of stress despite a sharp increase in government bond yields, leaving investors to weigh whether strong corporate earnings and continued enthusiasm for AI can continue to offset tighter financial conditions, according to
TOP STORY: Bond investors have built up bearish positions across the US rates market ahead of this week’s Federal Reserve meeting, as rising inflation risks and higher oil prices fuel expectations that interest rates could move higher and Treasury yields
Situational Awareness, the hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, has returned to a group of high-conviction AI trades after suffering a sharp portfolio decline during July’s technology sell-off, according to a report by GuruFocus.
Hedge fund Gramercy has become embroiled in a dispute over the strategy and legal representation of a £36bn claim against BHP and Vale arising from the 2015 Mariana dam disaster in Brazil, according to a report by the Financial Times.
Hedge funds have become an increasingly important force in the US Treasury market as traditional long-term investors reduce their exposure to government bonds, prompting regulators to examine whether the shift could amplify volatility, according to a report by he Wall
Greece may be emerging as a potential new base for hedge fund managers, but the country faces a formidable rival in the UAE, where years of investment have created a deep pool of institutional capital and an established financial-services ecosystem,
Crispin Odey has failed in his challenge against a FCA ban preventing him from working in UK financial services, in a ruling that leaves the former hedge fund manager facing a £1.5m fine and significant restrictions on his professional activities,
South Korean hedge fund Life Asset Management is urging Samsung Electronics to use part of its planned shareholder returns to repurchase and cancel preferred shares, arguing that the move could help close the substantial valuation gap with the company’s common
Multi-strategy hedge funds could face renewed pressure to expand their portfolio manager ranks as a surge in investor capital outpaces growth in industry headcount, according to a report by eFinancial Careers citing comments from a Goldman Sachs executive.
Traders in the growing weather derivatives market are positioning earlier than usual for a potentially mild Northern Hemisphere winter, as an unusually powerful El Niño raises expectations for warmer temperatures, according to a report by Bloomberg.
