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Hedge Funds Decimated Last Week: Goldman Sachs

Goldman Sachs Portfolio Strategy Research's "US Weekly Kickstart" of March 28th highlighted how the flattening of the yield curve led to a major change in investor sentiment last week, and resulted in one of the largest weekly losses for hedge funds since 2001. A proprietary index serving as a...

Investment Banks Should Reallocate $1 Trillion Of Assets: MS

Morgan Stanley Research and Oliver Wyman published a blue paper today (March 20) titled "Wholesale & Investment Banking Outlook Mis-allocated Resources: Why Banks Need to Optimise Now." The paper highlights the need for banks to make significant reallocations in their balance sheets to maintain RoE over the next few...

S&P 500 Q1 Earnings Growth Revised Down By 85% Of Companies

Declining earnings growth expectations for S&P 500 (INDEXSP:.INX) firms could bring a pall down over Wall Street. According to a March 14 report from financial research firm FactSet, there has been a major downward revision in earnings growth expectations among S&P 500 companies over the last couple of months. S&P...

Ex Baupost Exec Scott Nathan Hired By State Department

The State Department announced today that it is hiring former Baupost chief risk officer Scott Nathan as a special representative for the Office of Commercial and Business Affairs. Scott Nathan's main job will be private sector outreach. The position is described as a liaison to the business community who...

Rothschild: Macroeconomic Risks Suggest Hedging Is Prudent

Rothschild Wealth Management just published their Rothschild Market Newsletter for March, a copy of which was reviewed by ValueWalk. Chief Investment Officer Dirk Weidman makes the case that 2014 will be a year of continued recovery in the financial markets, but he does highlight a number of risks that...

Erb: Gold Could Fall 50% Or Gold Miners Could Rise 100%

Claude B. Erb, managing director at First Chicago NBD, published a research report titled "A Golden Bet: Gold Mining Equities versus Gold" earlier this week. Erb takes an in-depth look at the factors behind the price of gold and the relationship between gold prices and the prices of gold...

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