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STRATEGY/ANALYSIS

Commodity investor inflows rebound as sector outperforms shares
By Reuters
04/17/2014 1:05:16 PM ET

LONDON (Reuters)—Money is flowing back into commodity investments this year as the sector has broken out of lock-step with other asset classes and outperformed them, attracting investors who aim to diversify portfolios. After $50 billion of net redemptions in 2013, total inflows so far this year into passive commodity index products and commodity-linked exchange traded funds (ETFs) have amounted to about $5.
Armajaro Commodities Fund assets fall almost 25 percent in first quarter
By Reuters
04/16/2014 5:02:27 PM ET

LONDON (Reuters)—London-based Armajaro Asset Management lost nearly a quarter of assets at its largest commodities fund in the first quarter, the latest sign that edgy investors have continued to withdraw cash from the sector after weak returns, documents show. Assets under management at Armajaro Commodities Fund (ACF), the biggest of the group's six hedge funds and one of three dedicated to commodities, fell to $686 million by end-March from $904 million at end-December, documents obtained by Reuters on the fund showed on Wednesday [April 16].
Influence of banks, hedge funds on commodities lowest since 2008
By Reuters
04/16/2014 2:43:09 PM ET

LONDON (Reuters)—United Nations economists who previously called for government intervention to tame volatile swings in commodity prices say banks and hedge funds have since reduced their influence to the lowest level since 2008. In a 2012 report for the UN Conference on Trade and Development (UNCTAD), David Bicchetti and Nicolas Maystre said the rise of financial players in commodities markets over the previous decade had moved prices of oil and grains away from the fundamentals of supply and demand.
CME trading outage showed that man can still match the machine
By Reuters
04/16/2014 2:32:11 PM ET

NEW YORK/CHICAGO (Reuters)—Just over a week ago, CME Group Inc. suffered the worst-ever trading outage on the world's most important agricultural markets, plunging electronic screens into darkness and sending dozens of traders scrambling for Chicago's famous but now often deserted trading "pits".
Emerging market revival no signal to fill your boots
By Reuters
04/14/2014 4:57:50 PM ET

LONDON (Reuters)—Institutional investors are being selective in their return to emerging markets after a heavy sell-off, as there are too many pitfalls for a long-term portfolio to make a winning strategy out of simply buying cheap. More than $50 billion flowed out of emerging stock and bond funds in the first quarter of 2014 as rising U.
Resurgent emerging markets see biggest inflows in over a year
By Reuters
04/11/2014 1:18:36 PM ET

LONDON (Reuters)—A shift by investors' back into emerging market assets gathered pace over the last week, with China and Russia seeing some of the biggest demand as EM inflows reached their highest rate in over a year. Data from Boston-based fund tracker EPFR, which monitors funds with $23 trillion in assets, showed combined inflows to EM debt and equity funds climbed to $4.
Commodity funds bounce in Q1 after 2013 losses
By Reuters
04/10/2014 3:08:06 PM ET

LONDON (Reuters)—Commodity funds bounced in the first quarter from a 2013 loss, with the top performers in the Lipper Global Commodity group racking up double-digit returns after rallies in agriculture, natural gas and nickel. Supply disruptions provided opportunities across the asset class, but fund managers said only a few of these bullish fundamentals would persist into the second quarter and that some commodities are now over-valued.
Carry trades are back: 'fragile five' in demand at euro's expense
By Reuters
04/09/2014 4:49:07 PM ET

LONDON (Reuters)—Borrow-low, invest-high carry trades in foreign exchange markets are back again after a bad few months, as anticipation of a U.S.-led global recovery lures investors to return to risky emerging currencies, with the euro a likely loser.
Coatue plans to return billions to investors
By Reuters
04/08/2014 1:17:52 PM ET

BOSTON (Reuters)—Hedge fund Coatue Management plans to return as much as 35 percent of its assets to investors this summer after its $7 billion flagship ballooned in size. Telling investors that the firm does not want to become an "asset gatherer," Coatue in a letter said that it made the "tough" but "necessary" decision to return between 25 percent and 35 percent of the main fund's capital on June 30.
Emerging market bounce may disappoint long-term investors
By Reuters
04/04/2014 2:05:33 PM ET

LONDON (Reuters)—A tentative recovery in emerging markets may paradoxically disappoint some investors who had hoped a sell-off earlier this year would push governments into making reforms to stimulate longer-term economic growth. Higher asset prices and a return of portfolio investment flowing into countries such as India may mask the urgency for emerging economies to reduce their reliance on foreign capital and improve productivity at home.
Hedge funds' leveraged bets on market rally to magnify sell-offs
By Reuters
04/04/2014 1:26:13 PM ET

LONDON/PARIS (Reuters)—Hedge funds are borrowing record amounts of money to fund bets that stock markets will continue rising, creating conditions that could accelerate price falls if those leveraged positions are hurriedly closed. Although global equities look set to advance for the remainder of the year, nervousness about the strength of China's economy and the U.
Apocalypse Now? China 'bears' hope for their 'told you so' moment
By Reuters
04/02/2014 5:44:37 PM ET

SINGAPORE (Reuters)—"It's like a horror movie. People like to watch, but don't want to be in it," quips economist Andy Xie about his popular lectures where he predicts a collapse in China's property and stock markets.
Nerves grow over impact of fixing row, FX regulation
By Reuters
03/28/2014 2:18:23 PM ET

BERLIN (Reuters)—A drop-off in major currency market volatility may be due as much to banking regulations and a row over alleged manipulation as to ultra-low interest rates in the developed world, industry figures said on Friday [March 28]. Meeting at one of the year's big foreign exchange gatherings in Berlin, officials from banks, trading platforms and brokerages said the industry is becoming increasingly hamstrung as banks struggle with new rules and a series of investigations into alleged wrongdoing around daily benchmark "fixings".
Sovereign funds wary of hidden emerging market exposure: Templeton
By Reuters
03/25/2014 2:07:05 PM ET

Editor's note: This version of the story deletes reference to $85 billion under management in paragraph 2. Franklin Templeton clarifies it does not manage all of the amount.
Investors pile into Greece and Portugal on recovery bet
By Reuters
03/24/2014 12:51:56 PM ET

LONDON (Reuters)—Yield-hungry investors are flocking back to Greek and Portuguese markets, shunned by international buyers for four years, as the outlook for the bailed-out countries improves and alternatives look more expensive or increasingly risky. Portuguese and Greek shares and bonds have been the best performers in Europe in 2014, and funds invested in them are making a killing, Thomson Reuters data shows.
Ex-IMF chief Strauss-Kahn-led hedge fund aims to raise $2 billion
By Reuters
03/20/2014 1:30:30 PM ET

SHANGHAI (Reuters)—Former International Monetary Fund chief Dominique Strauss-Kahn plans to raise $2 billion in a macro hedge fund, his firm, LSK & Partners, said on Thursday [March 20], as investors continue to back a low-risk and rapidly growing investment strategy. The venture marks Strauss-Kahn's first partnership with an asset manager for the DSK Global Investment Fund that will invest globally, Mohamad Zeidan, the firm's chief operating officer told Reuters.
Investors shun emerging-market shares as profit squeeze lingers
By Reuters
03/12/2014 12:28:22 PM ET

LONDON (Reuters)—An unrelenting squeeze on company profits is turning investors away from emerging equity markets, which look set to underperform their richer peers for a fourth straight year. The 3 percent loss by emerging equities this year contrasts with 1 to 2 percent gains by developed and U.
High-yield bonds draw investors as emerging debt loses them
By Reuters
03/10/2014 10:58:25 AM ET

Editor's note: This version of the story corrects the spelling of Yves Bonzon's name in last paragraph. LONDON (Reuters)—Shove over, emerging markets - high-yield debt has taken your place.
Emerging markets face painful carry trade pay-back
By Reuters
03/10/2014 6:19:51 PM ET

LONDON (Reuters)—Emerging economies may be on the cusp of a great unwinding of borrow-low invest-high carry trades, through which an estimated $2 trillion has flooded mainly into their debt markets in the past five years. The latest cycle of carry trades is the third in little over two decades and its estimated size is roughly double that of its predecessor.
Hedge funds look to put strategies into ETFs to lure more investors
By Reuters
03/10/2014 5:47:22 PM ET

NEW YORK (Reuters)—More client-hungry hedge fund managers are looking to put their investment strategies to work in exchange-traded funds, a move that could exponentially expand their pool of investors but requires them to slash investment management fees. That is a tradeoff many managers of smaller hedge funds are willing to make, hoping Mom and Pop investors can fuel their growth.






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