hedge funds

Latest news and analysis on hedge funds

Investment Theme

Alternative assets are going mainstream — but are investors ready?

I unpack the ever-expanding world of alternatives with Stephen Darke, CEO of Navigator Global Investments
Steve Johnson
Forager
Listed Series

How you can use listed products to enhance returns and lower your volatility

A guide to using ETFs and LICs for the alternatives component of your portfolio.
+18
Sara Allen
Livewire Markets
Equities

Nine's Domain tax bill could reach $240 million if CoStar agrees deal

Sources said the after-tax value of CoStar's bid to Nine could be more like $3.57 per share, rather than the $4.20 per share offer.
PPT
Tom Richardson
Livewire Markets
Funds

Four alternative credit strategies for this credit cycle

What has worked to date might not be the strategy that works moving through this credit cycle
Pieter De Weerdt
Antarctica Asset Management
Funds

How this technology & AI themed fund manager navigated through the “carry trade blow up”

Stop loss discipline and a focus on fundamentals turned a draw-down month to a net positive month
Pieter De Weerdt
Antarctica Asset Management
Funds

The allocators playbook for this credit cycle

How to use hedge fund allocations to navigate this credit cycle, profitably and safely
Pieter De Weerdt
Antarctica Asset Management
Funds

Why this fund manager's top AI position is in South Korea's leading memory chip maker

The growth of technology is a great thematic for investors, but requires deep insight into global technology supply chains, over cycles.
Pieter De Weerdt
Antarctica Asset Management
Fixed Income

Why every fixed income portfolio needs a FI-RV allocation

Fixed Income alternatives: relying on ‘long only’ credit allocations hasn’t paid off in recent years
Pieter De Weerdt
Antarctica Asset Management
Education

4 reasons why hedge fund allocations are on the rise

Investor appetite for hedge funds has picked up at precisely the right time
Pieter De Weerdt
Antarctica Asset Management
Education

The potential and perils of increasing franking credits

There are two key benefits associated with borrowing to invest in Australian equities that can potentially help investors' portfolios.
Russel Chesler
VanEck
Macro

Ken Griffin: The Federal Reserve can start to cut rates by June

An unnerving prediction, and a new investment play all featured in conversation.
Sara Allen
Livewire Markets
Equities

Is there value on offer amongst the ASX fund managers?

In this article, we examine some of the key players in the ASX funds management sector, including discussion of recent bidding activity.
GQG
+2
Robert Gregory
Glenmore Asset Management
Macro

Hedge fund bets, Saudi diversification, and the global dollar debate

Hedge funds bet on falling Treasuries, Saudi Arabia diversifies, de-dollarisation debated, EU inflation rises, China's retail boom and more.
Macrobond Financial
Macrobond Financial
Macro

Regulators need to combat speculative attacks on systematically important banks like Deutsche Bank

High velocity digital deposits have opened-up big banks to attacks by speculative short-sellers trying to engineer a crisis of confidence
Christopher Joye
Coolabah Capital
Asset Allocation

Should you invest in alternatives?

Indulge us in a hypothetical: You’re uncertain of equities and fearful of recent volatility, but your portfolio is chock full of bonds to the limit of your asset...
Max Pacella
Rest Super
Funds

8 funds that top-rated fundies would put their own money in

Throughout Livewire’s 100 Top-Rated Fund Series, the country’s best fund managers have shared their views on the highs and lows of the investment landscape. From...
AMP
Livewire Exclusive
Livewire Markets
Equities

A short thesis on Intel

Intel Corp (XNAS: INTC) has experienced several setbacks in recent years due to technological delays and increased competition. Competitor AMD (XNAS: AMD) has taken...
Scott Williams
Fiftyone Capital
Equities

Is Teck Resources copper pivot a gamechanger?

This predominantly met coal company has been diversifying into copper and is approaching an impactful inflection point where Copper will take over coal EBITDA Teck...
Scott Williams
Fiftyone Capital
Equities

Africa's undiscovered e-commerce giant finally getting some recognition

Jumia Technology (NYSE:JMIA) is Africa’s e-commerce platform. The 11 countries Jumia currently operates in represent more than 600 million people and about 70% of...
Scott Williams
Fiftyone Capital
Asset Allocation

Does Gamestop (GME) spell game over for hedge funds? With Nick Morton | Webinar & Podcast

Nucleus Wealth's Head of Investments Damien Klassen and Head of Advice Tim Fuller are joined by Co-Portfolio Manager of Resonant Asset Management, Nick Morton to...
Damien Klassen
Nucleus Wealth
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