Brevan Howard March Letter: China Still Murky
BH Global Limited (“BHG”) is a closed-ended investment company, registered and incorporated in Guernsey on 25 February 2008 (Registration Number: 48555).
BH Global Limited (“BHG”) is a closed-ended investment company, registered and incorporated in Guernsey on 25 February 2008 (Registration Number: 48555).
Narayan Y. Naik Hedge funds have become increasingly important players in financial markets. This heightened importance has spawned a large academic literature focused on issues pertinent to hedge fund managers, investors, regulators, and policymakers.
Both international, integrated oil giants – Exxon (NYSE:XOM) and Chevron (NYSE:CVX) report their calendar Q1 ’16 financial results before the opening bell on Friday morning, April 29, 2016.
The U.S. economy continues to grow (albeit at a snail’s pace), but Russ discusses why investors ignore the manufacturing recession at their peril. The sharp rebound in stocks since February supports the view of market optimists: The U.S. is not in or on the cusp of a recession. The broad U.S.
Quad/Graphics (NYSE:QUAD) is a provider of print and media solutions to large enterprise customers. Along with the typical print services, Quad produces specialty-printing products and a host of complementary services which it tries to upsell through the primary printing function.
Investing With a Conscience, but Done by a Robot By DAVID GELLES It’s called ESG investing, for environmental, social and governance factors, and firms are feeding this data to an algorithm to decide where to invest.
Ten days before Christmas, Jerry Feng got the bad news. His company, Shenzhen Bojulong Display Technology, was wrapping up a terrific 2015. His factory was one of hundreds in China cranking out no-name versions of the two-wheeled devices Western culture has adopted as “hoverboards.” Shenzhen Bojulong produced as many as 2,000 a day, selling them … More Inside the Copycat Factories of China
When Jeff Bezos founded an online bookstore in 1994, no one could have guessed that in less than 15 years, Amazon would fundamentally reshape the U.S. retail landscape. No one, that is, except Bezos himself: As Brad Stone’s book about Amazon, “The Everything Store,” makes clear, Bezos’s goal from the start was to change the … More Set of Characteristics to Identify Which Companies will Succeed
Much has happened in the world since the original publication of this white paper in 2006. However, change has always been the constant, and indeed has anything new really been seen in our world of investing? Bubbles, defaults, government interventions, bear markets, downgrades, quantitative easing, fortunes made and lost – they’ve all happened before. (For … More A Quantitative Approach to Tactical Asset Allocation
After a rough start to the new year, a lot of investors might be tempted to buy into “fallen angel” companies at or near all-time lows. They’re not hard to find. In the tech sector, GoPro (NASDAQ:GPRO) and Fitbit (NYSE:FIT), two profitable and recently public companies, have taken major hits. GoPro is down 90 percent … More 40% of all stocks have suffered a permanent 70 percent plus decline from their peak value