Sunday, June 4, 2023


CTAs ride trends on the short side to May gains

CTA intelligence featuring Winton, Man Group, Quest Partners and Transtrend

David Einhorn on the future of value investing

Einhorn highlights “extraordinary” opportunity despite disappointing returns in value last decade


Multi-strategy and macro dodge broad industry outflows in April

Long/short equity and event-driven see most redemptions

Investors look outside US after dominant market era

Investors including Blackstone see rising international stock opportunity

LP view: Key allocator takeaways from SALT 2023

Private credit tops agenda, while systematic hedge fund strats in vogue and cash "is back" as an asset class

Does ChatGPT herald a new AI era for hedge funds?

AI is nothing new for hedge fund industry, but research uptake is increasing


AFI people moves round-up: Week ending 2 June

Top personnel changes in alternative asset management

Family offices target private credit as hedge funds disappoint: BlackRock

42% of families planning higher private credit investments versus 21% for hedge funds

March crisis showed illiquidity risk to CTAs in alt markets: CFM

"Our instinct has been to be wary of illiquidity," says $10bn firm

AFI people moves round-up: Week ending 26 May

Top personnel changes in alternative asset management

Mubadala replaces SoftBank as Fortress owner

New owner for credit and real estate, private equity and permanent capital group

Platt and Hohn lead industry on Sunday Times Rich List

BlueCrest's Platt is wealthiest, while Chris Hohn and Paul Marshall among biggest charitable givers in the country

Calpers eyes PE; institutional allocators still hot on private assets

Higher rates and falling valuations are not putting some of the biggest US allocators off PE

AFI people moves round-up: Week ending 19 May

Top personnel changes in alternative asset management

Steve Cohen, Marc Lasry see US rates falling

Cohen “of the belief that interest rates are going to go lower”; Lasry sees a fall within six months

Mubadala Capital Ventures on tech reset and AI opportunity

Mubadala Capital Ventures is backed by $284bn Abu Dhabi sovereign wealth fund