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Intel
Global hedge funds stepped up their selling of emerging Asian equities last week, marking the heaviest net outflows from the region in nearly a year, according to a report by Bloomberg citing a client note from Goldman Sachs.
Intel
Pierre Andurand’s flagship hedge fund, Andurand Commodities Discretionary Enhanced, surged roughly 20% in the first half of March, fuelled by bullish positions on crude oil amid heightened Middle East tensions, according to a report by Bloomberg.
Intel
Japan’s financial watchdog the Financial Services Agency (FSA) is urging listed companies to adopt a forward-looking strategy when responding to activist investors, emphasising the importance of long-term value creation over short-term defensive measures, according to a report by Reuters.
Intel
Hedge funds including Fivestar Asset Management are adjusting positions ahead of the Bank of Japan’s upcoming policy meeting, anticipating that Governor Kazuo Ueda could signal a hawkish stance amid inflationary pressures arising from the Iran conflict, according to a report by Bloomberg.
Intel
Global hedge funds have been selling and shorting shares across banks, insurers, fintech firms, and trading companies, making financials the most heavily sold sector this year, according to a a report by Reuters citing a client note from Goldman Sachs.
Intel
Hedge funds and institutional investors are increasingly deploying complex derivatives strategies to navigate extreme cross-asset volatility triggered by the conflict involving Iran, according to a report by Bloomberg citing several market participants including Citigroup.
Insight
In Alternative Views, Hedgeweek® goes behind closed doors with those in the know to get the latest on hedge funds. Today we speak to the CEO of Moreton Capital Partners, Les Finemore, who has recently launched a new commodities based fund located across Mexico and Abu Dhabi.
Insight
The Iran conflict has sent crude prices surging, split hedge fund performance and reignited the debate over commodities as a strategic allocation. Hedgeweek examines what the disruption means for the sector.
Intel
Several commodities-focused hedge funds, including RCMA Capital’s Merchant Commodity Fund posted strong returns last week as market turbulence linked to the Iran conflict created trading opportunities, even as larger multi-strategy firms faced losses, according to a report by Bloomberg.
Intel
Pierre Andurand’s hedge fund, Andurand Commodities Discretionary Enhanced, posted a 6% gain last week, benefiting from extreme swings in the oil market triggered by the ongoing conflict in Iran, according to a report by Bloomberg citing unnamed sources familiar with the matter.
