Liquid Alternatives / Trends
Hedge funds scale back bullish yen bets amid market uncertainty
Hedge funds have pulled back from their most bullish bets on the yen, but are continuing to pay a premium to hedge their positions, reflecting increased uncertainty about the future direction of the Japanese currency, according to a report by Bloomberg.
Brevan Howard bounces back amid market turmoil
Recent market turbulence has propelled Brevan Howard Asset Management’s flagship hedge fund, the $12bn Brevan Howard Master Fund, into profit for the year, reversing earlier losses, according to a report by Bloomberg.
Pension Funds Are the Most Active Sellers in This Hot Secondaries Market
The institutions accounted for a third of all volume, which has more than doubled this year in some asset classes. Public and corporate pension funds have been the most active sellers in a blistering market for the shares of private companies already held by investors. Secondary volume (defined in this case as the total value […]
Hedge funds suffered tech-stock losses prior to July sell-off
As global markets tumbled in mid-July, some of the world’s largest equity hedge funds, including Light Street Capital Management, Pershing Square Capital Management, suffered significant losses, having invested heavily in popular tech company stocks that led the downturn, according to a report by Bloomberg.
Büro: Victor Prime Office – Der Indikator für die Büro-Toplagen stabilisiert sich
Lediglich in der Finanzmetropole Frankfurt steigt die Spitzenrendite. Im zweiten Quartal 2024 bewegt sich der Büroperformance-Indikator Victor Prime Office nahezu auf dem Niveau des Vorquartals. Der Indikatorstand für die beobachteten Toplagen der deutschen Immobilienhochburgen Berlin, Düsseldorf, Frankfurt, Hamburg und München notiert Ende Juni 2024 bei 165,3 Punkten und damit 0,1 Prozent niedriger als im ersten […]
LAUT KUNSTINDEX DES „MANAGER MAGAZIN“ – Das sind die 10 nach Umsatz wertvollsten Künstler der Welt
Die Werke eines deutschen Künstlers waren 2023 die drittwertvollsten der Welt. Das zeigt der Kunstindex, den das „Manager Magazin“ und der Professor Roman Kräussl jedes Jahr berechnen. Der Kunstmarkt insgesamt stockte aber – während die Werte weiblicher Künstlerinnen teils kräftig stiegen.
Dan Loeb’s Third Point Shuffles Major Tech Holdings
The hedge fund firm reported a much bigger stake in one high-profile semiconductor company and a reduced role for a tech behemoth.
Wenn Fonds und Overlay-Strategie aufeinandertreffen
Overlay-Strukturen schützen institutionelle Portfolios vor verschiedenen Risiken, bei kleineren ist der Aufwand zu groß. Über einige Fondsstrategien können auch Anleger mit niedrigeren Volumina Overlay-Bausteine nutzen.
Inside Viking’s Private Investment Strategy
Viking, headed by Tiger Cub O. Andreas Halvorsen, has made at least 11 new private investments this year, including two in August.
Japan-focused hedge funds suffer record 3.7% daily loss, says Goldman Sachs
A Goldman Sachs note has revealed that Japan-focused hedge funds saw their steepest daily performance loss on record on Monday, according to a report by Reuters, amid a global stock rout triggered by disappointing US jobs data and last week’s Bank of Japan rate hike.
Jain Global down slightly in first month of trading as rivals make small gains
Jain Global, the hedge fund firm founded by former Millennium Management Co-CIO Bobby Jain ended its first month of trading with a small loss of 0.65%, while rival multi-strategy firms, including Millennium and Ken Griffin’s Citadel, managed small gains, according to a report by Business Insider.
Aster Capital founder to relocate to Dubai
Nabil Oujjane, the founder of multi-strategy hedge fund firm Aster Capital Management, which manages funds on behalf of Schonfeld Strategic Advisors, is relocating from London to Dubai, joining the growing number of portfolio managers operating from the emirate, according to a report by Bloomberg.
Fidelity International lists Bitcoin ETP on the LSE
The listing followed the FCA’s decision to allow exchanges to create a UK-listed market segment for crypto asset-backed exchange traded notes, available for professional investors only.
Blockchain and Nation-State Infrastructure: Why Bother?
We listen to talk after talk about crypto finally achieving asset-class legitimacy, but truly speaking, the encroachment of Wall Street giants into the blockchain space is a double-edged sword.
Hedge funds revive interest in portable alpha strategies
Several high-profile hedge funds including Balyasny, Man Group, Winton and Bridgewater Associates are rekindling their interest in portable alpha strategies, which seek to ‘decouple’ alpha from beta to capture market-beating returns, according to a report by Business Insider.
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