Hedge Fund Industry News
A collection of Hedge Fund latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Hedge Fund Disclosure Deadline Delayed Again by SEC, CFTC
US regulators delayed for the fourth time additional hedge fund disclosure requirements that are meant to inform agencies about the financial positions of firms during market turbulence. The Securities and Exchange Commission and the Commodity…
'Worse Under The Hood': Goldman Warns Consumer Stocks Cracking As Hedge Fund Exposure Tanks
With the US national average for gasoline above the politically sensitive $4-per-gallon level and the University of Michigan Consumer Sentiment Index signaling waning household confidence as summer enters its final innings, pressure is building…
JBT Marel (JBTM): A Food Processing Equipment Stock With Consistent Growth
Investment management company First Pacific Advisors recently released its 'FPA Queens Road Small Cap Value Fund' second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026…
Explainer-What's behind the selloff in world bond markets?
By Dhara Ranasinghe and Harry Robertson LONDON, Sept 1 (Reuters) - Government borrowing costs from the United States to Germany and Japan are at or near multi-decade peaks on heightened worries about inflation and rising interest rates, along with…
Why ePlus (PLUS) Could Benefit From Rising Corporate IT Spending
Investment management company First Pacific Advisors recently released its 'FPA Queens Road Small Cap Value Fund' second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026…
Qorvo (QRVO) Agreed to Be Acquired by Skyworks
Investment management company First Pacific Advisors recently released its 'FPA Queens Road Small Cap Value Fund' second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026…
Hennessy Equity and Income Fund Sold Equitable Holdings (EQH) Position Amid Inconsistent Earnings
Hennessy Fund's Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here. The letter discusses portfolio changes, emphasizing opportunities in equity and fixed income markets that can withstand economic…
Elevance Health (ELV) Soars as Investors Gain Confidence in Profitability
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for 'First Eagle Global Fund'. The letter can be downloaded here. Easing tensions in the Middle East led to a strong rally in risk markets in…
Bessent touts bond market as 10-year Treasury yield spikes
Treasury Secretary Scott Bessent boasted that the U.S. bond market has outperformed the rest of the world since President Donald Trump's return to office. The comments at a G20 gathering in North Carolina came as U.S. 10-year Treasury yields rose…
DHI Group: Improving Tech Hiring Market Drives Growth (NYSE:DHX)
DHI Group is rated BUY, driven by accelerating EBITDA growth from its high-margin ClearanceJobs segment. CJ now comprises nearly half of total revenue and 59% of EBITDA, offsetting Dice's ongoing weakness. Improving tech job market, surging…
Citizens Financial Stock: Diversified Growth Supports Q2 2026 Earnings (NYSE:CFG)
Citizens Financial Group is rated BUY, targeting a 16–18% ROTCE, with 2Q26 ROTCE at 13.9%. CFG delivered robust 2Q26 results: 14% net interest income growth, 35% net income growth, and strong capital markets and private banking momentum. CFG…
AI threatens to unleash global market downturn, top central banker warns
Andrew Bailey, governor of the Bank of England, has warned of a severe downturn in global stock markets if the AI bubble bursts. In a letter to G20 finance ministers, Bailey raised concerns over the economic fallout if the debt-fuelled AI…
Wall Street's momentum trade is unraveling as chip stocks slide and biotech makes a comeback
For the past couple of years, investors have been able to simply buy stocks that are already rising and make out like bandits. The market isn't supposed to work like that. Valuations have historically kept runaway gainers in check. But the advent…
Burning Man showed Sam Altman what the future could be. Here are the famous CEOs and billionaires who have attended.
Not only has Elon Musk made more than one pilgrimage to Black Rock City, but he's also gone on the record touting the annual festival as an integral part of Silicon Valley culture. 'If you haven't been, you just don't get it,' the Tesla CEO told…
The Ticks and Leeches of Higher Education
Student loan lenders, investment firms and banks feed off higher education and its students, much like ticks and leeches who feed on the blood of other animals—slowly infecting and weakening the body. These industries act as an extraction…
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