Global Investing

The art of being passive

February 26, 2010

Hundreds or even thousands of  ”active” fund managers are competing to add alpha to beat benchmark indexes, be it in stocks, bonds or alternatives.

from MacroScope:

Economic Ties?

February 2, 2010

Ties

As rare as it is to get any two economists to agree, the chances are even slimmer of hearing three Nobel economics laureates concur.

When is a speculator not a speculator?

November 13, 2009

A lot of fuss is made about the dangers of speculators in commodity markets. But who is a speculator and who isn’t is based on a definition drawn up in the early part of the last century in the United States. The definition is no longer valid and anybody looking at those reports should be wary of drawing any firm conclusions.

from Funds Hub:

Short-sellers back in the money for now

November 11, 2009

For better or worse, hedge fund returns have a tendency to follow markets, in part because most long-short funds are net long most of the time.

from MacroScope:

The word on Gordon Brown from Cayman

November 9, 2009

Gordon Brown is truly having a rough time. Rebuffed by the United States, International Monetary Fund and others for floating the idea of a tax on financial transactions at this weekend's G20 meeting, he has now got short shrift from the Cayman Islands.

from From Reuters.com:

Following the smart money

September 1, 2009

At least 20 of the 30 biggest hedge funds boosted their positions in financial institutions in the last quarter, a sign that Wall Street is ready to bet on more risky sectors in the hope of longer-term rewards.

from DealZone:

Goldman’s Viniar: Why pay twice?

July 14, 2009

HEALTHFOOD-ASIA/Turns out Goldman Sachs is a staunch advocate of going organic -- when it comes to the money management business.

Reuters Funds Summit: Madoff, the silent presence

March 17, 2009

Master-fraudster Bernie Madoff is the invisible guest at an annual fund fest in Luxembourg, the European capital for fund administration.

Reuters Funds Summit: The end of equities?

March 17, 2009

Another in our series of one-minute managers. This time it is Ken Kinsey-Quick, who heads up multi manager investing at Thames River Capital. He reckons the old days of buying and holding equities over the long term are gone for good. Is he right?

from Funds Hub:

The attraction of the toxic

March 11, 2009

Nothing like a bit of toxicity. Wealth managers at Citi are telling their clients to watch for a burst of hedge fund interest in bad assets. They reckon the biggest opportunity for hedge funds is probably around the Public-Private Investment Fund, which is part of the huge U.S. plan to stabilise the toxic1financial sector.