And the Winner Is….

Chidem Kurdas

If you paid any attention to financial news headlines, you are aware that in 2014

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Goldman on Bond Market Volatility

Goldman Sachs credit managers expect sharp

BlueTrend Among Disappointing Quants

Futures traders have on the whole not fared well in

Bond Market Worries Favor Arbitrage

Chidem Kurdas

Rates are so low, the only direction they can go is up. That’s the conventional wisdom and it implies that the bond rally is near its end.  Despite that concern, investors have been moving money to fixed income arbitrage funds. The reason

Wide Performance Dispersion in Volatile Markets

Chidem Kurdas

Global macro is the kind of flexible strategy that should do well in a difficult economic environment. How did investors in the strategy do in 2011?

Bond Funds Face Competition

Chidem Kurdas

Fixed income was one of the two hedge fund categories investors favored in March, according to BarclayHedge’s asset inflow data. But bond hedge funds are not the only vehicles investors use to get debt exposure.  PIMCO, the giant asset manager led by Bill Gross, is among those offering a variety of fixed income strategies similar to those used by hedgies.  Competition also comes from emerging markets managers that invest in debt.

Altman Questions Debt Market Conditions

Chidem Kurdas

The latest research on credit markets was presented this week at New York University’s business school. The conference was held at the appropriately named Paulson Auditorium—as in hedge fund manager John Paulson, graduate of ’78, who gave the school $20 million of the several billions he made betting against the housing bubble.