Friday 16 February 2018

U.S. market gurus who predicted selloff say current calm an illusion

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Friday, February 16, 2018
U.S. market gurus who predicted selloff say current calm an illusion
Some veteran investors who were vindicated in calling for a pullback in shares and a spike in volatility could now be cheering. Actually, they're looking at the risks that still lie ahead in the current relative calm.
Retirement savers, how much market risk can you handle?
CHICAGO (Reuters) - The opinions expressed here are those of the author, a columnist for Reuters.
Broad-basket commods funds post largest net inflow in seven years
NEW YORK (Reuters) - Financial advisors and smaller retail investors, wary that inflation may be brewing again, ratcheted up their bets on funds in Morningstar's Commodities Broad Basket fund category in January, the largest net inflow of cash since March 2011.
Hedge funds hook shipping stocks grappling for recovery
LONDON (Reuters) - Shipping stocks may still be in the doldrums in the view of many investors, but hedge funds have bet at least $675 million on signs of renewed buoyancy in the industry.
U.S. 'junk' bond funds hit by second biggest cash withdrawals: Lipper
NEW YORK (Reuters) - U.S. fund investors fled the riskier corners of the debt market, pulling the second-highest amount of cash on record from high-yield "junk" bonds during the latest week, Lipper data showed on Thursday.
Computer-driven hedge funds lose out on volatility spike: HSBC data
LONDON (Reuters) - Performance from computer-driven hedge funds run by industry stalwarts Cantab Capital Partners and Systematica Investments took a hit after market volatility in February, showed data compiled by HSBC.
Sorry, not sorry: Wall Street not quitting 'vol' products
NEW YORK (Reuters) - One bank has expressed its regrets for the unraveling volatility trade.
Stock market shrugs off CPI rise but inflation obsession may linger
NEW YORK (Reuters) - So, were the stock market's fears about inflation ... inflated?
U.S. bank stocks rally, analysts see more upside
(Reuters) - Bank shares soared on Wednesday as investors bet rising inflation would push up interest rates and boost bank profits, and analysts forecast yet more gains from strong economic growth and a volatility-fueled boost in trading revenue.
Long bonds a 'significant risk' as inflation revs: BlackRock's Rieder
NEW YORK (Reuters) - Long-dated bonds "represent a significant risk" as investors focus on signs inflation is rising, a top portfolio manager with BlackRock Inc said on Wednesday.
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