Hints and tips:
Related Special Reports
...Meanwhile, macro hedge fund manager Brevan Howard had a disappointing year....
...Private credit is now so big that the IMF dedicated an entire chapter in its latest Global Financial Stability Report to its “rise and risks”....
...In the old days, this would push the overnight interest rate down, as banks tried to rid themselves of excess reserves in the Fed funds market. The bid for those funds would quickly fall towards zero....
...While some funds have underperformed in today’s macro environment, we don’t need to look far to see real-world examples of how ESG affects both the economy and corporate profits....
...The really big question in global macro this year is around who will buy the huge wave of extra issuance from governments trying to make ends meet and finance the green energy transition....
...It has been anything but, with global crypto markets booming once again....
...Diego Megia is targeting $4bn to $5bn of investor capital for the launch of macro hedge fund Taula Capital....
...A magnetic discovery: A new type of magnetism, called altermagnetism, could help make computing more energy efficient, writes Anjana Ahuja....
...HKEX said it was grateful for Aguzin’s “contribution and leadership over the last two-and-a-half years against a particularly challenging macro backdrop, shaped by Covid and weak global markets”....
...Sky-high US prices are not the only way to fund global medical progress. Other countries will have to contribute more, but it does not have to be expensive for patients....
...Yet the company’s accounting was so poor that much of the funds allegedly came from accounts that held customer deposits....
...That’s because macro markets — like sovereign debt and currencies — are a Rorschach test. Think debt is a mechanism of global oppression? There are multiple books for that....
...The group manages nearly $13bn more in direct Indian exposure for global investors. “India represents an enormously important opportunity....
...Liqian Ren, who manages China investments at WisdomTree Asset Management, a US-based fund, said that many China-focused investors had concentrated on macro trends in housing and consumption, and had taken...
...The pair had front-row seats as Saudi Arabia’s sovereign wealth fund bankrolled rebel series LIV Golf and took on the establishment....
...Using a dedicated equity fund can cut the time needed to issue new CLOs from roughly six months to as little as three weeks, said Cary Ho, CVC’s global head of CLO origination....
...Students come up with a business plan to launch a product for low-income customers in local or global markets while still caring about the returns....
...Chan, a lawyer with a master’s degree from Harvard, has a lower international profile than Aguzin. As co-COO, her responsibilities include strategy and “mainland development”....
...Given the macro liquidity, economic and profit landscape, bond ETFs, not individual bonds, give the best chance for survival and opportunity....
...In short, you will do quite well with holding only two funds: a global equity one and a local bond one. 2....
...Disney, Warner Brothers Discovery and Fox said they will pool their live sports programming into a comprehensive streaming service....
...Cheryl Brumley is the global head of audio. Thanks for listening. See you next week....
...Singapore hedge fund Dymon Asia Capital has hired Nobuhiro Habuka, a former trader at Mitsubishi UFJ Morgan Stanley Securities, as a macro portfolio manager in Tokyo, Bloomberg reports....
...The junior staff joining H2O found Crastes was no aloof master of the universe....
...These macro forces have metro effects. Advanced manufacturing values places that can provide industry with the platforms and tools it needs....
International Edition