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Seeking Alpha (January 22)

2023/ 01/ 23 by jd in Global News

“For 2022, the hedge fund industry experienced the largest net asset outflow in six years as investors steered clear of active managers against a backdrop of exceptionally volatile and depreciating markets.” Capital outflows exceeded $55 billion, still considerably short of the $70 billion withdrawn in 2016.

 

Investments & Pensions Europe (January Issue)

2023/ 01/ 16 by jd in Global News

“Biodiversity is fast catching up with climate change as a priority for investors and supervisors, and developments last year have set the stage for a productive 2023…. Barely a topic of conversation in financial markets two years ago,” biodiversity now “has an investment ecosystem all of its own, which is being built on the back of a decade of lessons learnt in the climate finance space. From global agreements, supervisory interventions and standardised reporting guidelines through to data, investment products and a collaborative engagement initiative, the pieces are quickly falling into place to ensure the private sector knows what it’s meant to do to manage nature-related risks in 2023 and beyond.”

 

Bloomberg (December 20)

2022/ 12/ 21 by jd in Global News

“It is hard to overemphasize the importance of” the BOJ’s latest “policy change. Starved of yield domestically and with the yen on a vicious weakening trend, Japanese investors have turned to bond markets elsewhere where yields are higher…. This change in policy is likely to make the yen much less of a one-way bet.”

 

Bloomberg (December 13)

2022/ 12/ 14 by jd in Global News

“A sharp increase in China’s Covid infections following an abrupt end to strict pandemic control measures suggests investors may need to pare back on reopening trades, according to Morgan Stanley.”

 

Wall Street Journal (December 12)

2022/ 12/ 13 by jd in Global News

“Stocks and bonds have headed in opposite directions to start December, a sign that investors’ worries about slowing growth have started to eclipse their fears of persistent inflation.”

 

Institutional Investor (December 6)

2022/ 12/ 06 by jd in Global News

“Hedge funds have outperformed public markets but are now suffering from redemptions as investors find they are overweight alternatives.”

 

CNBC (November 13)

2022/ 11/ 15 by jd in Global News

As large U.S. retailers report earnings, inventory levels will dominate the gaze of analysts and investors. Retailers including Walmart, Target and Gap “are trying to sell through a glut of extra merchandise piling up in store backrooms and warehouses…. Balancing inventory has taken on additional urgency, as economists warn of dwindling savings accounts, rising credit card debt and the risk of a recession.”

 

Washington Post (November 4)

2022/ 11/ 06 by jd in Global News

“This week has brought a flurry of speculation over the possibility that Beijing might alter course nearly three years into the pandemic. Investors are watching for signs of recovering demand in China, the world’s second-largest economy, and an end to disruptions to manufacturing and transport that have affected global supply chains.”

 

Nikkei Asia (October 31)

2022/ 11/ 02 by jd in Global News

“A record sell-off of China stocks has revealed investors’ fears over the country’s largest companies after Xi Jinping secured his third term,” cementing his grip on leadership. Any hopes “that China’s down-beaten tech sector would revive” or that more open borders might “boost the economy were apparently dashed” when the CCP’s national congress affirmed a Politburo Standing Committee most “notable for a lack of reform-minded top leaders.”

 

Market Watch (October 27)

2022/ 10/ 29 by jd in Global News

“Amazon and Microsoft prove that cloud growth has hit a plateau and investors are ripping away more than $300 billion in valuation because of it, but the technology will still be at the core of computing for generations ahead.”

 

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