The last quarter push to the November elections is fully upon us and, while the market seems to be holding at robust levels of participation, it’s clear that all sides of the financial and political community are waiting for the eventual party outcome to be determined in order to plan and execute business with a long-term perspective
... Read more »The following report is provided free each week by McAlinden Research Partners exclusively to members of Hedge Connection. Today’s issue cluster focuses on Copper
... Read more »The power of accessing hedge fund managers in their early years is undeniable as is the reality that meeting face-to-face with potential allocators is not likely to happen again until next year
... Read more »The pool of one sort of “traditional” assets – the stocks of publicly listed U.S.-based companies – is shrinking. Companies that once would have gone public are staying private. According to a recent report by Morgan Stanley Asset
Management, Public to Private Equity in the United States: A
Long-Term Look, young companies have a less voracious appetite for public capital than they used to, and the capital-raising needs they do have can be satisfied privately, so they elect to “stay private longer than did the companies of prior generations.”
For hedge fund investors, diversification feels a bit like a zero-sum game or at the very least a 50/50 shot when it comes to making gains so far in 2020
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