Macro strategies have underperformed since 2008, but Ian Plenderleith, chairman of BH Macro Ltd argues that while other hedge funds are just investing to have something to do Brevan Howard has the right setup to take advantage of macro opportunities when they do start to show up again.
Finmeccanica SpA: Valuation Update by GreenWood Investors. Please click here for a brief report updating Finmeccanica’s valuation for the full-year 2014 financial results, as well as the recent sale of... Read More
Declining demand and a weakening economy in China has meant that demand for oil products has declined. Refinery utilization rates have declined and the gross refinery margins (GRMs) are... Read More
Del Principe O'Brien Financial Advisors letter to investors for the month of August 2019. Q2 hedge fund letters, conference, scoops etc Dear Fellow Investors, “Patience is bitter, but its fruit is sweet.”... Read More
What happens when Quantitative Easing (QE) meets an illiquid market? It looks as if the Bank of England just found out. As part of the BoE’s new £70 billion stimulus... Read More
Federal Reserve Chair Janet Yellen said “there might be room for stronger capital and liquidity standards for larger banks than have been adopted so far”. In a video recording played... Read More
Three Bridges Capital founder Gene Salamon argues that active management is in the best position to capture gains from a European recovery Read More
Ken Griffin's Citadel Advisors, has just filed a 13G with the SEC showing a 6.1% stake in Zillow Inc . The value oriented hedge fund owns 1,588,436 shares of the Seattle... Read More
12019 / Pixabay The Sound Point Credit Opportunities Fund was down 2.36% net in October, underperforming the HFRI Event Driven Index's 0.72% gain. The Credit Suisse High Yield Index was... Read More
Following Iceland recently unveiling legislation to unwind capital controls, creditors including hedge funds could be facing a one-time stability tax of 39%. Several funds flocked to Iceland after its 2008... Read More
Marko Kolanovic vs Warren Buffett: When Warren Buffett speaks, some in the derivatives industry tend to wince at the sound of his voice like nails on a chalk board.... Read More
