Monthly Archives: January 2021
A 2021 vision: what every fund manager is buying (or selling)
(Reuters) – Dump the dollar! Buy emerging markets! Stay sustainable! These are among the consensus trades investment banks and asset managers reckon will dominate financial markets in 2021. To read this article:
Stock futures slip as Wall Street kicks off the new year
(CNBC) U.S. stock futures slipped on Sunday night ahead of the first session of 2021 following a volatile year of trading. Dow Jones Industrial Average futures were down 47 points, or 0.2%. S&P 500 and Nasdaq 100 futures traded lower […]
New market dynamics foster hedge fund renaissance with more funds launching
(Opalesque)The HFR Market Microstructure Report revealed that new hedge fund launches increased to the highest level in five quarters in 3Q 2020 on optimism in the US economy, as managers and investors positioned for acceleration of performance gains and capital […]
Gene Munster, who called Apple’s run to $2 trillion, says a path to $3 trillion is in sight
(CNBC) Tech investor Gene Munster sees a reasonable path for Apple to reach a $3 trillion market capitalization in the future. The iPhone maker became the first publicly traded U.S. company to reach a $2 trillion market cap in August […]
Stocks and bitcoin are massive bubbles, long-time bear David Rosenberg warns
(CNBC) Long-time market bear David Rosenberg is warning investors the stock market and bitcoin are massive bubbles. The economist and strategist cites crowded trades amid a struggling economic backdrop for his concerns. To read this article:
Agencies Propose Changes to Modify “Covered Funds” Restrictions of Volcker Rule
(HedgeCo.Net) Five federal financial regulatory agencies on Thursday invited public comment on a proposal to modify regulations implementing the Volcker rule’s general prohibition on banking entities investing in or sponsoring hedge funds or private equity funds – known as “covered […]
Charlesbank Capital Partners closes debut technology fund at $700M hard cap
(Opalesque) Charlesbank Capital Partners, LLC is pleased to announce that it has completed fundraising for its inaugural Technology Opportunities Fund. The Fund had a $600 million target and received limited partner commitments in excess of its $700 million hard cap. […]
FTV Capital invests in hedge fund administrator and regulatory supervisor Centaur
(Hedgeweek) Growth equity private investment firm FTV Capital has made a significant investment in hedge fund fund administrator and regulatory supervisor Centaur Fund Services. To read this article:
CI Investments launches liquid alternative ETFs
(Opalesque) CI Investments Inc., today announced that CI Liquid Alternatives are now available in an ETF structure and listed directly on the Toronto Stock Exchange. The ETFs mirror the strategies of CI’s liquid alternative mutual funds, which were launched in […]
More than half of US CEOs plan to pursue M&A to drive growth this year
(Opalesque) More than half of US executives said they plan to pursue M&A to drive growth in the year 2020 – a higher response than CEOs globally said a survey. To read this article:
$108bn of new capital to be invested in real estate globally in 2020
(Opalesque) Institutional investors have signaled a greater appetite for risk in the year ahead, according to the global Investment Intentions Survey 2020. To read this article:
Inflows into European ETFs surpass $110bn for the first time
(Opalesque) The European exchange-traded fund (ETF) market reached a “record” high last year as overall inflows surpassed €100bn ($110bn) for the first time. To read this article: