The Corona Fighters Report 36: Asset managers who delivered in the downturn... [more]Bailey McCann, Opalesque New York: Amid the current market turmoil, this is our regular report on hedge funds and alternative asset managers who are bucking the trend.
Sustainable Global Macro
JP Morgan's Global Macro Sustainable Fund was up 0.1% in April and is up
Listed asset managers display financial resilience in Q1 despite virus-sparked sell-off... [more]Laxman Pai, Opalesque Asia: Publicly-traded asset managers that run traditional stock and bond funds suffered far less than many investors in the first quarter, said a study.
"Despite the steep sell-off in global equities and fixed-income markets amid the COVID-19 pandemic in Q1, traditional p
Majority investors expect a negative 2020, but improved sentiments in longterm... [more]Laxman Pai, Opalesque Asia: 65% of alternative fund managers expect GDP to shrink by at least 3% in their focus markets this year as a result of the coronavirus pandemic, said a survey.
With the coronavirus pandemic shutting down segments of global economies, many of the respondents to a surve
Most portfolio managers unable to view performance attribution of ESG factors... [more]Laxman Pai, Opalesque Asia: 71% of portfolio managers are currently unable to view the performance attribution of ESG investment factors, said a research.
According to a research by RiskFirst, which looks at portfolio managers' ability to see the impact on the investment performance of ESG fa
Ares charged with compliance failures... [more]B. G., Opalesque Geneva:
In 2016, private equity firm Ares Management invested in a company and appointed one of its employees to that company's board - as private equity firms do. But it became a problem when the employee was allowed to continue to be part of the trading decision process a
Hedge funds seek distressed debt mavens amid pandemic turmoil... [more]From Bloomberg: First came the money. Now it's the manpower. Hedge funds and investment firms are scouting for distressed debt specialists as they raise large war chests to snap up bargains amid the downturn triggered by the coronavirus pandemic.
Elliott Management Corp., Signal Capital Partners
Blackstone dumps H2O as adviser to $6bn multistrategy fund... [more]From Bloomberg: Blackstone Group Inc. is dropping H2O AM from its roster of outside firms that help manage one of its main liquid alternative funds, the latest blow for the London-based macro firm run by Bruno Crastes and Vincent Chailley.
H2O will cease being sub-adviser to the Blackstone Alter
Larry Robbins posts big gains in April... [more]From Institutional Investor: After a bruising start to the year, Larry Robbins' Glenview Capital Partners started to come back in April, gaining 11.45 percent for the month. But even though Robbins sold huge chunks of his troubled health care stocks during the first quarter, it wasn't enough to stan
Home trading triggers bank 'black hole' surveillance alerts... [more]From Reuters: Potential breaches of market rules have spiked since traders began working from home in March, drawing scrutiny from regulators and piling pressure on banks to plug "black holes" in surveillance systems, industry officials say.
With banks unable to check in person on the behaviour
Opinion: Ray Dalio: 3 pieces of advice for how to manage your savings in a coronavirus recession... [more]From CNBC: Though the stock market is on the rebound of late as more and more states reopen, hedge fund billionaire Ray Dalio has made it clear that he expects the ongoing coronavirus pandemic to leave behind an economic downturn that could be the worst since the Great Depression.
"We're not goi
Study: The US-China trade war has erased $1.7tn from US companies' market value... [more]From Business Insider: A new report by the New York Fed estimated the US-China trade war has erased $1.7 trillion in American firms' market value since it began in 2018. The global trade conflict cut US investment growth by 0.3 percentage points by the end of 2019 and will slash another 1.6 points b
And, finally: $350 USB stick that claims to block 5G is actually a $6 generic thumb drive... [more]No, 5G won't give you coronavirus. But that isn't stopping scammers from trying to exploit misguided fears about the technology.
Case in point: A UK vendor has been selling a $350 USB stick that promises it can protect you from 5G radiation. But it turns out the product is just a $6 generic USB
Already in 2012, one of Madonna's concert promoters, Alvaro Ramos, confessed that: "We have to take extreme care, like I have never seen for any other artist. We cannot even look at the dressing room, after it is ready, or even open the door. We can only enter after her sterilization team has left the room. There will not be any of Madonna's DNA, any hair, or anything. They will clean up everything. I do understand it, but it is taken to extremes."
Opalesque has been publishing Technical Research (chart analysis) since April 2006. Opalesque Technical Research offers technical chart analysis with a global perspective on all major markets, including Equity Indices, Fixed Income, Currencies, and Commodities.
Opalesque Technical Research is unique compared to most available research which is fundamental in nature, and not technically (chart) oriented. In addition, most current available research is mainly equity based, and not global in nature.
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B. G., Opalesque Geneva: There is a looming credit crisis in emerging markets as tumbling currencies and plunging commodity prices have hit countries burdened by high debts, especially in Africa and Latin America, the FT reported.
Furthermore, the MSCI Emerging Markets Index was down -15% in March,..
