Liquid Alternatives News

Net assets of Ucits and alternative investment funds doubled over the last decade, reaching €20.7 trillion in 2023, a record-breaking year for ETFs, according to the European Fund and Asset Management Association (Efama).

Philip King, CIO at Regal Funds Management, has initiated a short position in the shares of Commonwealth Bank of Australia, pointing to what he describes as one of the world’s most expensive valuations, according to a report by Bloomberg.

Hedge funds have been using the Texas office of the National Association of Private Fund Managers, a group focused on challenging SEC rules, for strategic access to the Fifth US Circuit Court of Appeals in New Orleans, according to a report by Bloomberg.

Institutional investors managing trillions of dollars are seeing the potential benefits of alternative investments and more than half of those surveyed are planning to increase their allocations into the products, according to a white paper by Clearwater Analytics. Diversification is one of the top reasons institutional managers are gravitating toward alternatives, said Jonathan Flitt, Clearwater’s […]

Aaron Weiner, formerly of Coatue Management, is set to establish his own hedge fund with substantial backing from Izzy Englander’s Millennium Management, according to a report by Bloomberg.

The US Securities and Exchange Commission has imposed its first significant penalty as part of an extensive investigation into activist short sellers, fining Anson Funds Management and Anson Advisors a combined $2.5m, according to a report by Bloomberg.

Hedgefonds konnten weltweit im Mai im Durchschnitt um 1,3 Prozent zulegen und von den Aktienmärkten profitieren, die die Rückgänge des Vormonats wieder aufholten, wie Kenneth J. Heinz, Präsident des Analysehauses HFR erklärt. Andere Strategien konnten ihre Gewinne ebenfalls weiter ausbauen.

Chinese regulators are considering the introduction of stricter rules on how banks distribute financial products to the public, potentially severing a crucial distribution channel for some of the country’s largest hedge funds, according to a report by Bloomberg.

Singapore authorities are intensifying scrutiny of hedge funds and family offices, requiring more information while stepping up the closure of dormant firms after a series of scandals exposed weaknesses in the oversight of the city state’s financial sector, according to a report by Bloomberg.

Led by directional equity hedge and event-driven strategies, the HFRI Fund Weighted Composite Index advanced 1.3% in May, with additional positive contributions from relative value arbitrage strategies offsetting a decline in macro strategies.

Die Zeiten, in denen Short-Seller als Bären des Marktes agierten, scheinen vorüber zu sein. Laut einer Analyse von Goldman Sachs befindet sich das durchschnittliche Short-Interesse an einem typischen S&P-500-Mitglied auf dem niedrigsten Stand seit mehr als zwei Jahrzehnten. Die Assets in Fonds mit einer Short-Ausrichtung sind seit 2008 von 7,8 Milliarden US-Dollar auf nur noch […]

A number of energy-focused hedge funds including Cayler Capital and Northern Trace Capital posted losses last month amid low volatility in global oil markets which presented challenges for traders and algorithmic strategies, according to a report by Bloomberg.

The SEC has suffered a major setback in its bid to increase oversight of the hedge fund industry after a US appeals court threw out a new rule requiring managers to provide investors with quarterly disclosures of their fees and expenses.

Activist hedge fund firm Elliott Management is pushing SoftBank Group to launch a $15bn share buyback programme after rebuilding a stake in the Japanese technology investor worth more than $2bn, according to a report by the Financial Times.

Beim JPMorgan Funds – Europe Equity Plus Fund darf Fondsmanager Michael Barakos bis zu 40 Prozent Shortpositionen eingehen. Dieser 130/30-Ansatz ist eine Erfolgsgeschichte der vergangenen Jahre.