Tag: Bill Ackman

Asset Allocation July 20, 2021

Ackman: Delta Variant Won’t Stop a Roaring Economy

Recovery stocks are the place to be, says hedge fund chief, in contrast to his jeremiads of 2020.

Asset Allocation March 30, 2021

Hedge fund head cites four stocks, including Starbucks and Lowe’s, as examples of sustainability prowess.

Market Moves March 26, 2021

The Starwood chief, who has his own blank check fund, thinks amateurs are taking advantage of the fad, to investors’ detriment.

Alternatives March 19, 2021

Pension plans and other big investors favor the alpha-generating chops that equity strategies showed in the bull market, an Agecroft study shows.

Alternatives February 11, 2021

These guys were among 15 who personally pocketed $23 billion from their investing scores, a Bloomberg tally shows.

Market Moves November 12, 2020

His new bearish investment is similar to the one in March that earned him a $2.6 billion jackpot.

Market Moves July 24, 2020

Hedge fund honcho thinks dragged-out economic recovery will harm high-debt companies.

Market Moves June 1, 2020

A self-proclaimed acolyte of Warren Buffett, the hedgie isn’t loudly applauding the Oracle of Omaha like before.

May 5, 2020

Designed to fly high during slumps, a bunch of them have disappointed, big time.

Coronavirus - COVID-19 April 9, 2020

After toying with cashing in all his assets, the investor placed a canny wager against corporate fixed-income.

Alternatives January 9, 2020

Hedge fund chief has touted his recent Berkshire purchase as an element of his comeback, although that’s unlikely.

Industry White Papers

China Fixed Income: a fast-growing and strategic asset class With global government bond yields low or negative, investors are increasingly searching for alternative diversifiers to equities. An active approach to China fixed income can serve as a powerful diversifier in global fixed income portfolios.

Global Currency Market Commentary Monthly review of currency markets reviews evidence of the asynchronous nature of pandemic recovery.

China is Embarking on A New Stage of Growth China is entering its fifth decade of growth, and the conventional view among global investors may falsely point to growth avenues being exhausted.

EMD: Reframing the External vs. Local Debt Debate for 2021 The historical outperformance of external debt has led emerging markets debt (EMD) investors to overweight external debt compared with local debt.