Funds Hub
Money managers under the microscope
Morning Line-Up: Bonds in demand, Newcits help for hedgies
News and views on the asset management industry from Reuters and elsewhere:
Credit Suisse tales stake in hedge fund York Capital - Reuters
Silicon Valley venture fund aims for China deals - Reuters
Investors buy bonds despite bubble fears - Fund Strategy
SEB Enskilda offers one stop shop for hedgies’ UCITS funds - HedgeWeek
Cheyne Capital on leverage…
European lawmakers are watering down their proposals for an across-the-board cap on hedge fund leverage, says Cheyne Capital Chief Investment Officer Chris Goekjian.
Unstable, greedy, selfish….
Not the words ringing in my ears as I leave for work every morning, but City of London Investment CEO Barry Olliff’s take on the UK financial sector.
Olliff is taking his company from AIM and onto the main market next month and the new governance guidelines which will apply to the firm as a result have sparked a frank assessment. Take it away, Barry:
Morning line-up: Fees, realities and Aussies
News and views on the fund industry from Reuters and elsewhere:
Back to life; back to reality – FT
Terry Smith: fund manager – Guardian
Good fees? bad fund… – MarketWatch
Morning line-up: Harvard, Japan and bubbles
News and views on the fund industry from Reuters and elsewhere:
We still like cash – Reuters
Harvard SWF prop. deal on ice – Bloomberg
…while other prop. buyers head for Japan – Reuters
Know your bubbles – AllAboutAlpha
Morning line-up: Trust funds, luck and etiquette
News and views on the fund industry from Reuters and elsewhere:
Rallying cry for Child Trust Funds – AP
Korean SWF looks for partnerships – Reuters
Stay Lucky – HFMWeek
Poor hedgies – Reuters
Agriculture funds make hay…
There’s potash in them thar hills… and maybe sometime soon we’ll be wondering aloud whether potassium carbonate (thanks: Wikipedia) can push on to $2,000 per ounce. In the meantime, the buzz around fertiliser stocks has driven agriculture funds to some eye-catching outperformance.
We’ve taken a look at performance in August among equity funds available to buy in Britain. Stuart Winchester’s Thai equities fund is putting others in the shade, and a few gold funds are dotted about near the top of the rankings, but we liked the story behind the agri funds’ outperformance, riding on the back of a wave of M&A activity. You can read the story here.
Morning Line up: Soros, flash crash and potash
News and views on the fund management industry from Reuters and elsewhere
Soros gives away $100 mln - Guardian
There’s potash in them thar hills… – Reuters
Flash crash sparks dash – USA Today
Divs ain’t that bad – Bloomberg
Morning line-up: MENA, property and PE discounts
News and views on the fund industry from Reuters and elsewhere:
Time is short… – Reuters
BC offers discount – FT
Lehmans wrangle – WSJ
NewSmith pay – Telegraph
MENA funds stymied – Reuters
Morning Line-Up: PwC DB plans, Pru’s chairman, Chinese insurers
News and views on the asset management industry from Reuters and elsewhere:
PwC shuts UK defined benefit pension schemes - FT
Chinese insurers allowed to invest in private equity, property - Reuters
Renewed attack on Pru’s chairman - Daily Telegraph


