Other Voices: Will the tech boom feed the commodity cycle?... [more]Reprinted with the permission of the author, Tim Pickering, founder and CIO of Canada-based quantitative investment manager Auspice Capital Advisors Ltd.
Like many things within financial markets, the link between commodities and the overall economy and global stock markets is a bit o
Other Voices: A tale of two regulators: The SEC and FCA address AI regulation for private funds... [more]By global law firm Proskauer Rose LLP.
2023's excitement for generative artificial intelligence (AI) prompted the SEC to respond on multiple fronts - stump speeches, rulemaking, new exam priorities and sweeps and previewing potential enforcement actions. SEC Chair Gary Gensler
IMF warns of 'fragilities' in rapidly growing $2.1tn private credit market... [more]Laxman Pai, Opalesque Asia: The International Monetary Fund (IMF) has raised concerns about the rapidly expanding private credit market, now valued at $2.1 trillion.
"The private credit market, in which specialized non-bank financial institutions such as investment funds lend to corporate borr
Hedge funds increasingly hopeful on economic prospects... [more]From Portfolio Adviser: Hedge fund managers started 2024 with the highest level of confidence in their firm's economic prospects on record at the Q1 stage of the year, according to the latest Hedge Fund Confidence Index from the Alternative Investment Management Association (AIMA).
The quarterly
Blackstone-backed hedge fund Antara freezes illiquid assets... [more]From Bloomberg: Antara Capital, a $1.3 billion hedge fund backed by Blackstone Inc., froze its hard-to-sell assets from redemptions after piling on losses.
Money plowed into illiquid private investments has been withheld from redemptions and was placed in a so-called side pocket in February, aft
Global oil market likely to be 'extremely tight', says Citadel... [more]From FT: Oil markets are set to become "extremely tight" in the second half of this year, according to hedge fund giant Citadel, as Opec+'s control of the market allows it to keep prices high.
Sebastian Barrack, the firm's head of commodities, told the FT's Commodities Summit in Lausanne on Mond
Currency: Swiss Franc set for rebound as hedge funds shift to long bets... [more]From Bloomberg: Hedge funds are creeping back into the Swiss franc after weeks betting against it, setting the currency up for a short-term rebound.
Leveraged investors, who had been short on the franc since late January, turned long last week, according to CFTC data. It's a big change from a m
News Briefs: Meet the private equity sector's ESG leaders... [more]From PE News: Private Equity News has published its second annual roundup of senior people working in ESG roles in the industry.
While it has been a mixed year for the sustainability agenda, with a growing divide between fund managers in the US and Europe on tackling the climate crisis, many PE
And, finally: Democracy in Action... [more]From NBC-5: As the November presidential election looms, with incumbent Joe Biden, 81, and former President Donald Trump, 77, squaring off again, some American voters would like to see literally anybody else on the ballot -- and Literally Anybody Else, of North Richland Hills, Texas, wants to give t
Criminals continue to fleece high net-worth individuals and family offices through sophisticated scams that involve elaborate presentations, fake companies and websites, and fraudulent documents that appear credible.
We've documented three cases that describe the highly sophisticated, complex structures and cunningly designed processes which ultimately lead to straightforward investment fraud. This has
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