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Hedge Fund Assets Rise Again With Quants Leading the Way
Hedge Funds
Despite the headwinds of sporadic performance and pressure to switch allocations to low-fee passive products, the hedge fund industry nonetheless continues to increase in size. As investors brace for potential market uncertainty, hedge fund assets under management increased to $3.07 trillion, according to the latest HFR Global Hedge Fund Industry Report. The positive report comes as Goldman Sachs is forecasting
Investment Strategy: What Matters in the Search for More Return Sources
A prior blog post shared the view that the low return environment requires investors to tap many return sources. One of these sources is dynamically adjusting portfolio allocations. This is easier said than done, though, and this blog will explore how investors can put dynamism into practice. Cycle, Value and Sentiment In our investment strategists’ investment strategy, we focus on
Crispin Odey, Down 33.7% Year Over Year, Feels Lonely
Hedge Funds
The turbulence in Crispin Odey’s performance continued in March, with the OEI Mac hedge fund run by England’s wealthiest individual losing -3.9% on the month, bringing the year-over-year performance to -33.7%. In today’s market environment, Crispin Odey, in a letter to investors reviewed by ValueWalk, said it feels “lonely” to be bearish. Crispin Odey oei mac hedge fund Which is
Report: Snap Paid $7.7M on a Patent as a Defense Against Facebook
FinTech
Snap, Inc. paid a whopping $7.7 million for a photo filter app patent that essentially protects its main source of revenue from rivals - especially Facebook, TechCrunch reports. So here's some quick background: "Geofilters" are "location-based overlays" that advertisers can buy to promote their brand or event or whatever else they're trying to market. TechCrunch notes that these Geofilters are Snap's
Here's How to Network When You Aren't Sure What You Need
Lifestyle
Networking is something that makes a lot of people cringe—and understandably so. When people think of the word “networking,” images of forced and insincere flattery comes to mind. But that’s more often the case when networking is an event—a ritual you perform every once in awhile. Practiced as part of a routine, it can be a lot more livable—just another way
Paul Tudor Jones Sends an Ominous Warning About the Stock Market
Hedge Funds
A day after BlackRock chief executive Larry Fink spoke about "some warning signs that are getting darker" for the U.S. economy, now comes word that legendary macro investor Paul Tudor Jones has signaled the possibility of dire consequences caused by stock valuations that have swelled due to years of low interest rates, Bloomberg reports. In fact, Jones is saying that
Alipay and WeChat Pay, by the Numbers
FinTech
Leveraging their e-commerce and social network platforms, Alibaba and Tencent – through their Alipay and WeChat Pay apps – are dominating China’s payments industry. Just how much are they crushing it, though? Here are a few numbers from the UN’s Better Than Cash Alliance report (PDF) to help put things in perspective. 60%: The percentage of non-cash retail transactions in
Lines in the Sand
In my 2016 year-end review, which went only to clients, I included a discussion of the use of subscription lines by closed-end funds in areas such as private equity, real estate, distressed debt and private credit. It’s my impression that their use has become fairly pervasive in recent years, and in response to clients’ requests and market trends, Oaktree has
VCs Planting Seeds in the Cannabis Industry
The startup world has seen a growing number of cannabis-related companies crop up over the past several years, a development that’s likely driven by the increasing number of US states to legalize marijuana in some capacity. The industry is ripe for technological innovation—and several companies and investors are taking advantage. gjbmiller / PixabayIn fact, after already setting a new high
China Growth Uptick Raises Faith in Yuan
Better-than-expected Chinese growth in the first quarter has led some analysts to suggest the renminbi is undervalued. Official figures say the Chinese economy grew at a pace equivalent to 6.9% a year in the first quarter, an improvement over most estimates. According to Jameel Ahmad of brokerage FXTM, the growth indicates the renminbi is oversold. “I don’t believe there is