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Intel
TOP STORY: Activist Elliott Investment Management’s proposal to spin-off PepsiCo’s global bottling operations as part of its plan to increase shareholder value, could face opposition from other investors in the business, according to a report by Reuters.
Insight
When Donald Trump recently called for US companies to abandon quarterly reporting in favour of semi-annual disclosures, he inadvertently reignited one of finance’s most persistent debates. “China has a 50-to-100-year view on management of a company, whereas we run our companies on a quarterly basis,” the president posted. “Not good!!!”
Intel
Former BlackRock Asia-Pacific credit chief Neeraj Seth is seeking to raise up to $700m for a new credit-focused hedge fund through his recently launched firm, 3R Investment Management, according to a report by Bloomberg.
Intel
Hedge funds have ramped up bullish bets on crude at the fastest pace in three months, with escalating geopolitical tensions in the Middle East and Eastern Europe driving a renewed risk premium into oil markets, according to a report by Bloomberg citing data from the Commodity Futures Trading Commission.
Intel
Man Group, the world’s largest publicly listed hedge fund manager, has entered the US ETF market with the launch of its first standalone products — a move that brings hedge fund-style credit strategies to a broader investor base.
Intel
DE Shaw & Co, the New York-headquartered tech-driven hedge fund giant, is raising $3bn–$5bn for its new Cogence Fund, marking the firm’s first multi-strategy hedge fund run entirely by human traders rather than algorithms, according to a report by Bloomberg.
Intel
Global quantitative hedge fund firm Qube Research & Technologies has begun charging some employees performance fees on their personal allocations to the firm’s funds, bringing them in line with external investors, according to a report by Bloomberg.
Event – New York
Ahead of the 2025 US Hedgeweek® Funds of the Future Summit, Manas Pratap Singh, Head of Research, Hedgeweek® asks whether hedge fund conferences are worth the cost in 2025? Here’s what the data tells us.
Intel
Taconic Capital Advisors is closing its $1.8bn multi-strategy Opportunity Fund in a sweeping overhaul that will see the $4.5bn manager refocus on North American credit and merger arbitrage investments, according to a report by Bloomberg citing a recent letter sent to investors.
Intel
Schonfeld Strategic Advisors is expanding into Latin America with plans to open a São Paulo office led by Andre Laport, co-founder of Vinland Capital and a former Goldman Sachs partner, establishing the New York-based firm’s first foothold in Brazil, according to a report by Bloomberg.
