Hedge Funds
Young, wealthy investors are flocking to alternative investments, study shows. What to know before adding to your portfolio
More advisors are using alternative investments Alternative investments typically fall into four categories: hedge funds, private equity, “real assets” like real estate or commodities and pre-packaged investments known as “structured products.” Amid double-digit losses in the stock and bond markets this year, there’s been an uptick in advisors turning to alternative investments, as planners seek […]
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Florida hedge fund could experience around $200 million from big arbitrage bet on Twitter
Jakub Porzycki | Nurphoto | Getty Photographs Among the large winners in Elon Musk’s agreement to stick to by means of with his offer to obtain Twitter is an activist hedge fund primarily based in a coastal Florida city that was just wrecked by Hurricane Ian. Pentwater Funds, a 15-year-previous business with close to $5 […]
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Ray Dalio offers up Bridgewater’s control as component of succession strategy
Ray Dalio, Bridgewater Associates, Founder, Co-Chairman & Co-CIO, at the WEF in Davos, Switzerland on Might 24th, 2022. Adam Galica | CNBC Ray Dalio, the billionaire investor who created Bridgewater Associates into one of the world’s most significant hedge cash, has handed over handle of the $150 billion agency to a new generation of investors, Bridgewater […]
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Joby Aviation can’t hit generation targets on time, according to short sellers’ report
A Joby Aviation Air Taxi is found outside of the New York Inventory Trade (NYSE) ahead of their listing in Manhattan, New York Town, U.S., August 11, 2021. Andrew Kelly | Reuters Joby Aviation, which is producing peaceful, clear electric powered aircraft, has tantalized shareholders with ideas to launch an Uber-like air taxi services into […]
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Back hedge cash to outperform equities and bonds this calendar year, UBS says
When stocks slide, bond selling prices rise. Or at the very least that is what is actually intended to materialize. These days, most asset courses seem to be slipping at the same time. The S & P 500 has fallen by about 8% around the earlier thirty day period, though U.S. Treasury yields have continued […]
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Tech ‘capitulation’: BofA top banker Rick Sherlund predicts breakout in mergers due to troubled economic climate
Mergers in software program may well be about to split out. Leading expenditure banker Rick Sherlund of Bank of The usa sees a wave of struggling providers placing on their own up for sale at much less expensive costs owing to the economic downturn. “You do want to see greater capitulation,” the firm’s vice chair […]
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Loeb reverses course on push to get Disney to spin off ESPN
Dan Loeb Justin Solomon | CNBC Activist investor Dan Loeb indicated that he’s going to retreat from his push to get Disney to spin off ESPN, reversing a position he had pushed less than a month ago. In a tweet Sunday morning, the Third Point CEO said he sees the virtue of keeping the sports […]
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Viking Global bets big on insurance stocks, including a $500 million stake in AIG
Massive hedge fund Viking Global made large bets on insurance stocks during a volatile second quarter for Wall Street, according to securities filings. Viking’s second-quarter regulatory filing, released on Monday, shows that the fund initiated a stake of more than $500 million in AIG . Viking also scooped up more than 1.3 million shares of […]
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Carried interest provision is cut from Inflation Reduction Act. How this tax break works, and how it benefits high-income taxpayers
Sen. Kyrsten Sinema, D-Ariz., and Sen. Joe Manchin, D-W.V., on Capitol Hill on Sept. 30, 2021. Jabin Botsford | The Washington Post | Getty Images Senate Democrats passed a historic package of climate, healthcare and tax provisions on Sunday. But one proposed tweak to the tax code — a modification of so-called carried interest rules […]
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Best offense is defense? This sophisticated market play helps investors protect themselves from dramatic lows
It’s a class of exchange-traded funds designed to prevent your portfolio from hitting dramatic lows — but it may require a level of sophistication. The idea: Incorporate short-term levered plays including covered call and risk-reversal strategies in order to help investors customize their own defensive strategies similar to hedging. However, it may come with an unintended […]
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