hedge

Column: When Market Forecasters Should Earn Their Credentials: McGeever

Column: When Market Forecasters Should Earn Their Credentials: McGeever

ORLANDO, Fla., Dec 8 (Reuters) – When Yogi Berra said it was hard to make predictions, especially about the future, he probably didn’t have financial market analysts in mind. But the famous baseball player’s famous malapropism, also similarly expressed by others, probably applies as much to predicting the outlook for stocks, bonds and currencies as …

Column: When Market Forecasters Should Earn Their Credentials: McGeever Read More »

Analysis: Investors look to emerging markets as planets align for end of dollar bull market

Analysis: Investors look to emerging markets as planets align for end of dollar bull market

NEW YORK, Dec 6 (Reuters) – As the U.S. dollar tumbles from multi-decade highs, some investors are betting emerging market currencies will be the big winners from a sustained reversal in the greenback. The MSCI International Emerging Market Currency Index (.MIEM00000CUS) is up nearly 5% from its lows and posted its best monthly gain in …

Analysis: Investors look to emerging markets as planets align for end of dollar bull market Read More »

Unlikely bets on breaking the Hong Kong dollar peg add up

Unlikely bets on breaking the Hong Kong dollar peg add up

SINGAPORE/HONG KONG, Dec 5 (Reuters) – This is what markets call “tail risk”: a highly unlikely scenario in which Hong Kong’s currency peg suddenly collapses. Still, market prices suggest betting on such a shock is building in the hedge fund world, and some traders say that makes a lot of sense. Billionaire fund manager Bill …

Unlikely bets on breaking the Hong Kong dollar peg add up Read More »

Future Returns: Turning to Hedge Funds in Today's Market Uncertainty

Future Returns: Turning to Hedge Funds in Today’s Market Uncertainty

Amid equity and bond market volatility this year, hedge funds have largely served as a buffer for investors, and some private wealth managers expect these alternative investment vehicles to continue to deliver results over the the year to come. Although aggregate hedge fund returns fell 9.3% this year in the third quarter, large-cap US stocks …

Future Returns: Turning to Hedge Funds in Today’s Market Uncertainty Read More »

Energy could be a decade's hedge for investors as inflation remains elevated

Energy could be a decade’s hedge for investors as inflation remains elevated

World War II By Arthur Salzer With underlying inflation at a 40-year high of 6.6% in the United States and even higher rates in Europe, many investors are finally starting to take the threat of inflation seriously. Due to the age of most lifelong investors and portfolio managers, the only point of reference they can …

Energy could be a decade’s hedge for investors as inflation remains elevated Read More »