Hedging aims to reduce risk from market drops, interest rate hikes, or currency changes by taking offsetting positions. Speculation, by comparison, focuses on profit from price moves and catalysts but ...

There are reasons to believe that the value strategy as exemplified by IVE should continue to outperform the broader market in 2023. However, with the unprecedentedly high-interest rates, and ...

Hybrid long-short SIF serves as a stepping stone for investors transitioning from fixed income or arbitrage funds to equity, ...

Research on statistical arbitrage in U.S. equities (1997–2007) shows that PCA-based strategies achieved average annual Sharpe ...

Beset by increased costs for their products and services, businesses must now add higher interest rates to the problems that need to be managed. As the Federal Reserve tackles inflation, those rates ...

The dispersion trade has become one of the most popular strategies among Wall Street hedge funds. Now, some investors are taking the other side of the wager.

Gamma hedging is a trading strategy that tries to maintain a constant delta in an options position, often one that is delta-neutral, as the underlying asset changes price. It is used to reduce the ...

Plus, Naveen Jindal’s audacious Thyssenkrupp steel bid and how German companies are responding to the ‘back end trade’ ...

Simplify launches PCR ETF. Private credit strategy focuses on BDCs, publicly traded CEFs, with a credit hedge to mitigate adverse credit events.

Little Harbor Advisors is launching a multi-manager short strategy fund to protect investors in the event of a pronounced ...

Buyers seek to head off strategy in which investors took stakes in targets before seeking higher price after deals ...