By Arasu Kannagi Basil and Davide Barbuscia (Reuters) – Assets managed by BlackRock hit a record $10.65 trillion in the second quarter thanks to rising client asset values and as investors pumpe[...]
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July 15, 2024
Hedge funds’ bets on software companies hit record lows, Morgan Stanley says
By Carolina Mandl NEW YORK (Reuters) – Global hedge funds’ exposure to software stocks in the U.S. reached “new multi-year lows” last week after a broader sell-off in the techn[...]
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Analysis-Nvidia investor dilemma: how much is too much in a stock portfolio?
By David Randall NEW YORK (Reuters) – Outsized positions in artificial intelligence darling Nvidia have boosted portfolio managers’ returns this year but the bets stand to magnify risk if[...]
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Factbox-Brokerages lift S&P 500 target on hopes for soft landing, rate cuts
(Reuters) – Brokerages have raised their year-end targets for U.S. stocks benchmark S&P 500, spurred by expectations of a “soft landing” for the economy and growing odds the Fede[...]
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European stocks are seeing outsized moves as hedge funds drive trading
By Nell Mackenzie, Dhara Ranasinghe and Samuel Indyk (Reuters) – European companies are seeing outsized gains and losses in their shares when they report earnings, a Reuters analysis shows, a tr[...]
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