Money and Finance
- Links
A lesson or two from the Bill Gross saga, and some wise words in the Gene Hoots' comment "Success is very hard to live with – not least because we tend to believe the stuff that people say about us." (LINK) The latest issue of the Mutual Fund Observer...
- The Absolute Return Letter, February 2014: Challenging The Consensus
Link to: The Absolute Return Letter, February 2014: Challenging the Consensus Investors are overwhelmingly bearish on bonds going into 2014. In this month’s Absolute Return Letter we challenge that view and look at various reasons why the bond...
- Bridgewater Takes Grim View Of 2012
Bridgewater Associates has made big money for investors in recent years by staying bearish on much of the global economy. As the new year rings in, the hedge fund firm has no plans to change that gloomy view. Robert Prince, co-chief investment officer...
- Chinese Slowdown Boosts Hendry’s Fund
A hedge fund designed to profit from a slowdown in the Chinese economy, run by the London hedge fund manager Hugh Hendry, has soared in value over the past two months as global markets have plummeted and industry peers have suffered damaging losses. Mr...
- Firm Makes Bold Bet On Falling Prices
Thanks to Will for passing this article along. A Canadian insurer is turning to a seldom-used strategy to make a big wager on falling prices over the next decade. As more investors worry about the possibility of deflation—or a sustained period of falling...
Money and Finance
Big Investors Fear Deflation
Some of the world's leading investors are becoming more worried about deflation and are re-shaping their portfolios to prepare for a possible period of falling prices.
Bond-fund heavyweight Bill Gross, investment manager Jeremy Grantham and hedge-fund managers David Tepper and Alan Fournier are among the best-known investors who are bracing for a possible bout of deflation, a development that could cripple global economies and world stock markets.
The investors cite weak economic figures and a mounting consensus that global policy makers are reluctant, or unable, to take further steps to boost economic growth as reasons for their market positions.
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Related link: Hoisington Q2 Letter
- Links
A lesson or two from the Bill Gross saga, and some wise words in the Gene Hoots' comment "Success is very hard to live with – not least because we tend to believe the stuff that people say about us." (LINK) The latest issue of the Mutual Fund Observer...
- The Absolute Return Letter, February 2014: Challenging The Consensus
Link to: The Absolute Return Letter, February 2014: Challenging the Consensus Investors are overwhelmingly bearish on bonds going into 2014. In this month’s Absolute Return Letter we challenge that view and look at various reasons why the bond...
- Bridgewater Takes Grim View Of 2012
Bridgewater Associates has made big money for investors in recent years by staying bearish on much of the global economy. As the new year rings in, the hedge fund firm has no plans to change that gloomy view. Robert Prince, co-chief investment officer...
- Chinese Slowdown Boosts Hendry’s Fund
A hedge fund designed to profit from a slowdown in the Chinese economy, run by the London hedge fund manager Hugh Hendry, has soared in value over the past two months as global markets have plummeted and industry peers have suffered damaging losses. Mr...
- Firm Makes Bold Bet On Falling Prices
Thanks to Will for passing this article along. A Canadian insurer is turning to a seldom-used strategy to make a big wager on falling prices over the next decade. As more investors worry about the possibility of deflation—or a sustained period of falling...