Young Trainer Set to Grow His Standing in Breeders’ Cup Races

Chad Brown has built a powerhouse stable that will be showcased when he sends out 11 starters in the 13-race Breeders’ Cup World Championships on Friday and Saturday.

Chad Brown has built a powerhouse stable that will be showcased when he sends out 11 starters in the 13-race Breeders’ Cup World Championships on Friday and Saturday.

China economic reforms may result in $14.4 trillion GDP, growth at 6 percent – Asia Society report

Sweeping economic reform initiated by China President Xi Jinping in November 2013 marked a turning point for the world’s second biggest economy. If implemented fully, China’s potential GDP growth can…

Sweeping economic reform initiated by China President Xi Jinping in November 2013 marked a turning point for the world's second biggest economy. If implemented fully, China's potential GDP growth can...

Strong dollar, weak oil and emerging markets growth

The stronger dollar has tightened liquidity conditions, hampering the growth recovery in emerging markets but if oil keeps falling that could change.

The stronger dollar has tightened liquidity conditions, hampering the growth recovery in emerging markets but if oil keeps falling that could change.

Measuring political risk in emerging markets

Political risk usually weighs on emerging economies sovereign credit ratings and events in HK show they can come out of the blue. Maplecroft’s quarterly risk index shows a rise.

Political risk usually weighs on emerging economies sovereign credit ratings and events in HK show they can come out of the blue. Maplecroft's quarterly risk index shows a rise.

Russia: There’s cheap and then there is “near-death” cheap

“We’re not looking for it to go way up, but looking for it to go up from its near-death cheap to its normal-cheap condition.” – Wasif Latif, head of global multi-assets at USAA Investments.

"We're not looking for it to go way up, but looking for it to go up from its near-death cheap to its normal-cheap condition." - Wasif Latif, head of global multi-assets at USAA Investments.

GMF @HedgeWorld West, World Bank/IMF and Financial & Risk Summit Toronto 2014

“What matters most to investors today is not so much what something is called but what is its behavior,” Rachel Minard told the forum, ahead of the conference. “What investment instruments are being used — what is the ROI relative to cost, liquidity, volatility, market exposure, price/rates and is this the most “efficient” method by which to achieve return. What’s great from our perspective is the meritocracy of the business today — the proof necessary to validate the effective and sustainable ROI of any fund or investment strategy.”

(Updates with guest photos and new links).

Join our special coverage Oct. 6-10 in the Global Markets Forum as we hit the road, from the West Coast to Washington to the Great White North.

GMF will be live next week from the HedgeWorld West conference in Half Moon Bay, California, where we’ll be blogging insight from speakers including Peter Thiel, former San Francisco 49ers great Steve Young and other panelists' viewpoints on the most important investment themes, allocation strategies, reputation risk management ideas and more.

 

 

Eric Burl, COO, Man Investments USA

Eric Burl, COO, Man Investments USA

Our LiveChat guests at HedgeWorld West include Jay Gould, founder of the California Hedge Fund Association, on Monday; Rachel Minard, CEO of Minard Capital on Tuesday; and Eric Burl, COO of Man Investments, on Wednesday discussing the evolving global investor. If you have questions for them, be sure to join us in the GMF to post your questions and comment.

Follow GMF’s conference coverage and post questions live via our twitter feed @ReutersGMF as well, where we’ll post comments from other HedgeWorld panelists. They include: 

  • Peter Algert, Founder and CIO, Algert Global
  • Adrian Fairbourn, Managing Partner, Exception Capital
  • Nancy Davis, Founder & CIO, Quadratic Capital
  • R. Kipp deVeer, CEO, Ares Capital
  • Judy Posnikoff, Managing Partner, PAAMCO
  • Caroline Lovelace, Founding Partner, Pine Street Alternative Asset Management
  • Cleo Chang, Chief Investment Officer, Wilshire Funds Management
  • Brian Igoe, CIO, Rainin Group
  • Mark Guinney, Managing Partner, The Presidio Group

In a preview of the HedgeWorld West conference, Rachel Minard said what matters most to investors today is "not so much what something is

Rachel Minard, CEO of Minard Capital

Rachel Minard, CEO of Minard Capital

called but what is its behavior," she told the forum. "What investment instruments are being used -- what is the ROI relative to cost, liquidity, volatility, market exposure, price/rates and is this the most "efficient" method by which to achieve return. What's great from our perspective is the meritocracy of the business today -- the proof necessary to validate the effective and sustainable ROI of any fund or investment strategy."

Those topics, and more, will be on tap, as top global hedge fund managers and members of the California Hedge Fund Association gather this week. Meanwhile, the Annual Meetings of the International Monetary Fund (IMF) and the World Bank Group each year bring together central bankers, ministers of finance and development, private sector executives, civil society, and academics to discuss issues of global concern. The Reuters GMF editorial team will cover real-time interviews and blog throughout the event to highlight Reuters' best analysis and interviews. 

Thomas Caldwell, founder and chairman, Caldwell Securities

Thomas Caldwell, founder and chairman, Caldwell Securities

 

GMF also will kick off our Financial and Risk Summit in Toronto, starting on Monday, with a LiveChat with Thomas Caldwell, founder and chairman of Caldwell Securities on Canada and the global economy. The conference starts on Tuesday, with keynotes including Tom Kloet, TMX Group CEO; Luo Zhaohui, China's ambassador to Canada; Ron King, Scotiabank’s compliance head; and more to come.

More volatility expected as Fed rate rise looms – Cumberland Advisors’ David Kotok

“We are in a new period of volatility and it’s been developing for the last two or three months,” David Kotok, chairman and chief investment officer of investment advisory firm Cumberland Advisors…

“We are in a new period of volatility and it's been developing for the last two or three months,” David Kotok, chairman and chief investment officer of investment advisory firm Cumberland Advisors...