The November edition of The Hedge is out now, with a revised look and offering up a selection of the most interesting stories from the past month.
Hedge assets have broken through the $4 trillion barrier, just 18 months since they stood at $3 trillion. There are ongoing activist campaigns and sizeable fund raisings, various trends and findings, the launch of bitcoin futures in the US and other crypto news, plus regulatory developments. It is never quiet. This month, we take a more detailed look at Engine No. 1, the San Francisco based activist manager.
We are lucky to have three exceptional guests contributing this month on crypto: Nilesh Jethwa from Marex Solutions writing on what institutional investors are looking for in crypto; Lou LaValle from 3iQ on what bitcoin futures ETFs mean for the market; and Vin Molino from Northern Trust Front Office Solutions on the importance of having the right operational components in place when investing in crypto.
We also take a look at communicating during an activist approach. All too quickly companies are put on the back-foot.