Hedge fund
:quality(70)/cloudfront-us-east-1.images.arcpublishing.com/bloomberglinea/RODGUXTHR5DJBNRF4WSIPGN5AU.jpg "Brazilian Hedge Fund Vista Cuts Oil Bet That Made It a Star")
:quality(70)/cloudfront-us-east-1.images.arcpublishing.com/bloomberglinea/EOOECV4JR5BZPMFM52D2RT7WWQ.jpg "Brazil’s Top Hedge Funds Are All Avoiding One Thing: Their Own Country")
Brazil’s Top Hedge Funds Are All Avoiding One Thing: Their Own Country
Brazil’s best performing hedge funds are kicking off the new year betting on a bit of everything: a rally in crude prices, the impact of China’s reopening on global activity and shorting strategies for another slump in US stocks. The one thing they are avoiding? Their own country
Brazil Hedge Funds Go Global, Boosting Profits for Big Banks
Brazil’s hedge fund industry more than tripled over the past decade to about $300 billion in assets under management
Brazilian Hedge Fund Galapagos to Start US Fund in 2023, CIO Says
The company, which has about $2.8 billion under management, will hire four portfolio managers and two research strategists to be based in Miami
:quality(70)/cloudfront-us-east-1.images.arcpublishing.com/bloomberglinea/BEXOL3GR6ZBGTKUOT2I33NNEGE.jpg "A Revolution in Brazil’s Financial System: Hedge Funds Now Offer Credit Products")
A Revolution in Brazil’s Financial System: Hedge Funds Now Offer Credit Products
Brazil’s hedge-fund industry is diving deep into credit as higher interest rates attract investors and government-owned banks pull back on cheap, subsidized loans to corporations
:quality(70)/cloudfront-us-east-1.images.arcpublishing.com/bloomberglinea/QK3U66M67FBRLL2M3RIN7KFNB4.jpg "Cómo ganarles a los fondos de cobertura en su propio juego, según un ex Baupost Group")
Mercados
Cómo ganarles a los fondos de cobertura en su propio juego, según un ex Baupost Group
Beer, ex Baupost Group de Seth Klarman, se unió al episodio de esta semana del podcast “What Goes Up” para hablar sobre lo que hay detrás del éxito de su ETF de futuros gestionados
:quality(70)/cloudfront-us-east-1.images.arcpublishing.com/bloomberglinea/NZSYAPHL3JHOTPX5T7BLZWMBCQ.jpg "Brazil Vista Capital Fund Reaping 54% in 2022 Bets on Oil, Stocks")
Brazil News
Brazil Vista Capital Fund Reaping 54% in 2022 Bets on Oil, Stocks
Brazilian hedge fund Vista Capital, which has trounced peers in 2022, is sticking to a bet on surging oil prices that drove a 54% return year-to-date while also piling into the nation’s battered stocks
:quality(70)/cloudfront-us-east-1.images.arcpublishing.com/bloomberglinea/SCK6M4BMGFBJ7HCFJCZMXAD4D4.jpg "Top Brazil Hedge Funds Curtail Commodities Among Growth Fears")
Brazil News
Top Brazil Hedge Funds Curtail Commodities Among Growth Fears
Investors are increasingly concerned about the impact of higher interest rates on growth expectations
:quality(70)/cloudfront-us-east-1.images.arcpublishing.com/bloomberglinea/XKJ4YI7PQZHYRIJXSKFFL6AJM4.jpg "Bridgewater, de Ray Dalio, faz aposta de US$ 5,7 bi contra ações europeias")
Mercados
Bridgewater, de Ray Dalio, faz aposta de US$ 5,7 bi contra ações europeias
Maior gestora de hedge funds do mundo monta posição vendida antes do esperado aperto monetário na zona do euro, acreditando na queda dos ativos
:quality(70)/cloudfront-us-east-1.images.arcpublishing.com/bloomberglinea/OLB4HGRRXFBLNB3TSZ7OL43GTM.jpg "Por que até os grandes fundos dos EUA estão fugindo de ações")
Mercados
Por que até os grandes fundos dos EUA estão fugindo de ações
Incertezas elevadas sobre próximos passos do Federal Reserve desencadearam uma rara onda de grandes investidores desmontando posições
:quality(70)/cloudfront-us-east-1.images.arcpublishing.com/bloomberglinea/RYPRCEEDFFDFFKBTRCXON7ORUM.png "Tiger Global Falls 52%, Leading the Fund to Cut Fees and Create Side-Pockets")
Tech & Funding
Tiger Global Falls 52%, Leading the Fund to Cut Fees and Create Side-Pockets
Its hedge fund had already sunk 14.2% last month, buffeted by losses in several stocks and substantial markdowns in its private assets
:quality(70)/cloudfront-us-east-1.images.arcpublishing.com/bloomberglinea/OHTQPWNJRJGMPHHV6CLT6AR7TI.jpg "Top Brazil Trader Jakurski Says Real’s Best Days Are Behind It")
News in English
Top Brazil Trader Jakurski Says Real’s Best Days Are Behind It
Known for having traded for George Soros and mentoring a generation of Brazilian traders, including billionaire Andre Esteves, Andre Jakurski sees little reason for optimism with Brazil ahead
:quality(70)/cloudfront-us-east-1.images.arcpublishing.com/bloomberglinea/MP46XTJMY5CQXPVUVRKLQR6FRM.jpg "Hedge-Fund Giant Man Group Questions Whether 60/40 Ever Worked")
News in English
Hedge-Fund Giant Man Group Questions Whether 60/40 Ever Worked
It’s hard for even the most-seasoned veterans to make sense of the market right now, with bonds rallying alongside equities one day, and the next day both falling
:quality(70)/cloudfront-us-east-1.images.arcpublishing.com/bloomberglinea/YMZQDVGVJBAKNGMVKUXUO3HECQ.jpg "Brazil Hedge Funds Cash In Big on Mistake by U.S. Bond Traders")
News in English
Brazil Hedge Funds Cash In Big on Mistake by U.S. Bond Traders
Brazilian traders know inflation. After decades of dealing with wild bouts of it, they consider themselves experts on the topic. Their American counterparts, they say, got complacent
:quality(70)/cloudfront-us-east-1.images.arcpublishing.com/bloomberglinea/YG4XSCS2A5FZHEMULNNNFCP2EI.jpg "An Army of Faceless Suits Is Taking Over the $4 Trillion Hedge Fund World")
News in English
An Army of Faceless Suits Is Taking Over the $4 Trillion Hedge Fund World
Almost all the new money in hedge funds is going to giant multi-strategy investments. The industry's fallen rock stars are following suit
:quality(70)/cloudfront-us-east-1.images.arcpublishing.com/bloomberglinea/DPLLEEKDLRD5LM2MDH5H3TM5XA.jpg "Hedge Funds Kick Risk Addiction at End of Crazy Year for Stocks")
Tech & Funding
Hedge Funds Kick Risk Addiction at End of Crazy Year for Stocks
Calm has finally come to a stock market that for weeks had been swinging violently. Bulls who hung tough are ending the year on firm footing after a frenzied off-loading of risk by professional speculators