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Institutional Investor (March 25)

2020/ 03/ 26 by jd in Global News

Due to the “historic buying opportunity,” a few “hedge funds legends” are “quietly contacting investors” These “superstar managers” are “making an exception” and reopening their funds to new investors citing “the massive drop in asset prices catalyzed by the novel coronavirus pandemic.”

 

Wall Street Journal (March 9)

2020/ 03/ 10 by jd in Global News

“The biggest activist hedge funds are jumping on the wave of socially responsible investing.” The “latest latest trend in shareholder activism” is strategic. “Highlighting ESG could help activists win the support of the big funds that is crucial to their success—and ignoring the issues could make their backing harder to win”.

 

The Week (May 4)

2019/ 05/ 05 by jd in Global News

Hedge funds are witnessing a “big fail,” as clients and money desert them. “The S&P 500 has outperformed the average hedge fund by more than 100 percent since 2009. That means that an investor who a decade ago put $100,000 on the S&P with a fee of 10 basis points would have $301,489 at the end of 2019’s first quarter. That same $100,000 invested with a typical hedge fund would return $174,787.”

Hedge funds, Big fail,Clients, Money, S&P 500,Outperformed,Fee

 

Institutional Investor (April 3)

2019/ 04/ 04 by jd in Global News

“Hedge funds are in danger of losing a battle with low-cost exchange-traded funds.” According to a recent study comparing hedge funds with similar ETFs, “The results were mostly bad news for hedge funds. Two of the largest ETFs in each sector outperformed their respective hedge fund index counterparts. Hedge funds did, however, provide a smoother ride for investors.”

 

Reuters (September 24)

2018/ 09/ 25 by jd in Global News

“Hedge funds are betting big against sterling, the most since May last year. And following last week’s Brexit debacle in Salzburg, that bet will probably be even bigger now, closing in on the largest on record.”

 

South China Morning Post (May 21)

2018/ 05/ 23 by jd in Global News

“The direction is clear, and the pace is picking up. For investors around the world, the biggest mistake would be to ignore China’s markets and their enormous potential now.” As China’s capital markets continue opening up, “investors—be they European hedge funds, pension funds in Australia, sovereign wealth funds from Asia, or ordinary savers around the world—will need to look at what might be a once-in-a-generation opportunity.” The June 1 inclusion of 200 of the mainland’s large-cap companies into the MSCI alone might “prompt well over half a trillion US dollars to pour into Chinese stocks in the next five to 10 years, as institutional investors adjust index-linked portfolios to MSCI’s change.”

 

Institutional Investor (May 17)

2018/ 05/ 19 by jd in Global News

“Having witnessed the Cambridge Analytica-Facebook disaster…. Asset managers are getting behind a new set of voluntary best practices in using data that includes personally identifiable information, or PII.” This January, the Investment Data Standards Organization was launched with members including “data vendors and users, such as hedge funds. It has published a set of standards that it views as a work-in-progress, meant to govern and adapt to the fund industry’s early and exploding use of alternative data.”

 

Reuters (May 8)

2018/ 05/ 10 by jd in Global News

“Hedge funds and speculators spent the first four months of the year betting heavily against the dollar. They’re now running for the hills. The increasingly rapid rate at which they’re slashing their short dollar positions is creating a vicious cycle.” Moreover, it looks like “this ‘pain trade’ has further to run because, historically, the overall short position remains large.”

 

Institutional Investor (July 20)

2017/ 07/ 22 by jd in Global News

“After eight straight months of positive returns, hedge funds may have finally redeemed themselves in the eyes of investors…. Total industry assets under management rose by $34.1 billion to $3.1 trillion, with positive returns boosting asset growth. The renewed interest in hedge funds comes in the midst of industry’s greatest period of performance since the financial crisis.”

 

Financial Times (September 7)

2015/ 09/ 07 by jd in Global News

Now nearing $500 billion a year, “stock buybacks are big and controversial.” Some claim buybacks are “killing the American economy…. Fine companies, the idea runs, sacrifice their future to satisfy cash-hungry hedge funds.” This is overblown. “Buybacks do not destroy the cash used. The cash goes to stockholders—often pension funds or mutual funds—that reinvest it, presumably in younger firms that are cash-starved and hungry to expand.”

 

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