The hedge fund industry has become fragmented recently. Top managers at the GAIM 2013 Hedge Fund Conference discuss the themes driving their investments and debate where they are seeing opportunity. (more…)
Archive for the ‘Reuters Insider video’ Category
Richard Beales and Breakingviews columnists Antony Currie and Agnes Crane discuss criticism of Jon Corzine’s legacy after the collapse of MF Global and the likelihood that two overlapping U.S. regulators will ever merge.
International investor Jim Rogers says he’s shorting U.S. Treasuries in anticipation of the Fed-fueled bond bubble bursting. He’s also thinking about buying the rouble as a way to play the Russian markets.
Muddy Waters founder Carson Block is looking at potential shorts in the United States, Japan and India. The man who helped bring down Sino-Forest says one sector on which he’s focusing is technology.
LIBOR-rigging was common knowledge, widespread, and went on for years. So says Doug Keenan, a former banker who traded derivatives at Morgan Stanley from 1991 to 1995. His offer to testify to United Kingdom lawmakers was turned down because it didn’t fit their “narrative.”
“In their collusion they were using e-mail,” Keenan says. “So they left a written record of what was ultimately fraudulent activity, or activity to support a fraud. For them to leave a written record says that the culture must be deeply supported.”
The Senate Agriculture Committee gets an update from regulators on two probes under way into scandals at futures trading firms MF Global and Peregrine Financial Group. (more…)
Speaking to Reuters Insider, Rep. Barney Frank (D-Mass.) critiques the pace of Wall Street reforms and regulatory rulemaking two years after his namesake legislation took effect. (more…)
The euro zone needs to move quickly toward closer fiscal and political integration or risk falling off a cliff, says NYU economist Nouriel Roubini. European leaders understand this, but that doesn’t mean they’ll make the right choices, says Roubini. (more…)