World News
Hedge Funds Reopen Pre-War Playbooks as Iran Risks Recede
Key Points
Hedge Funds Reopen Pre-War Playbooks as Iran Risks Recede An eclectic mix of shorter-maturity Treasuries, beaten-up Asian currencies and even instant-noodle stocks look set to be among the early beneficiaries of the US-Iran agreement, according to global hedge fund managers. As fast-money investors dust off their pre-war playbooks, Florida-based Grey Value Management sees value in shorter-dated US government bonds as does Reed Capital Partners in Singapore, which is also buying the yen....
Hedge Funds Reopen Pre-War Playbooks as Iran Risks Recede
An eclectic mix of shorter-maturity Treasuries, beaten-up Asian currencies and even instant-noodle stocks look set to be among the early beneficiaries of the US-Iran agreement, according to global hedge fund managers.
As fast-money investors dust off their pre-war playbooks, Florida-based Grey Value Management sees value in shorter-dated US government bonds as does Reed Capital Partners in Singapore, which is also buying the yen. Vantage Point Asset Management says beaten-down Southeast Asian stocks may outperform.