Monthly Archives: January 2020

(Opalesque) More than 200 private debt funds closed in each year from 2015 to 2018. But 2019 fundraising lagged, and at the end of the year just 152 funds have reached a final close, said Preqin. To read this article:

(Reuters) – Asian shares hit a 7-month high, China’s yuan jumped and safe-harbor assets slipped on Tuesday, amid signs of goodwill between China and the United States, as the world’s two biggest economies prepared to sign a truce in their […]

(Reuters) – Despite the increase in tensions across the Middle East after the killing of an Iranian general by a U.S. air strike, hedge fund managers added only modestly to their bullish position in petroleum last week. To read this […]

(Harvest) With U.S. equities near record highs, investors may be seeking ways to position their portfolios for what lies ahead. It could be an opportune time to consider the inherently risk-mitigating characteristics of long-short equity strategies. To read this article:

(Opalesque) The managed futures subset of the hedge fund industry in 2019 enjoyed their best year since 2014, with gains of +6.24 percent, according to the Societe Generale CTA Index. Following positive gains in November, CTAs experienced a small dip […]

(Opalesque) The Wilshire Liquid Alternative Index, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 0.66 per cent in December, underperforming the 1.22 per cent monthly return of the HFRX Global Hedge Fund Index. […]

(Hedgeweek) In this new monthly blog, Joel Press, formerly a senior partner and Head of the Global Hedge Fund Practice at Ernst & Young, and a leading voice on hedge fund operations and co-ordination services, talks through an array of […]

(Opalesque) U.S.-based venture capital and other funds that invest in foreign companies must be careful to avoid the passive foreign investment company (PFIC) rules, which could substantially increase the tax owed on exit for U.S. taxpaying investors. U.S. persons who […]

(Reuters) – The imminent signing of a preliminary Sino-U.S. trade deal helped Asian currencies rally on Monday, but sterling fell on fresh hints of a Bank of England rate cut. To read this article:

(Reuters) – Local government pension schemes in Britain pulled money out of hedge funds last year, shifting cash to infrastructure projects such as wind farms and to private equity, a Reuters analysis of annual reports shows. To read this article:

(Reuters) Two years ago, investor William Ackman, who pushes corporations to perform better, took his own advice and laid out a plan for a comeback after years of losses. Over dinner at the New York Public Library, Ackman told investors […]