Institutional Investor

1 week ago | institutionalinvestor.com

As we frequently bring together the world’s most influential financial decision makers, we often gain insights into some of the strategic considerations shaping the financial landscape. These insights, largely taken from our proprietary member events, encompass wide swaths of the industry, from data-driven decision-making to the markets the C-suite have on their radar.

1 week ago | institutionalinvestor.com

What a difference a year has made for Whale Rock Capital Management.The long-short hedge fund’s share class that invests just in public securities is down 21.5 percent for the year after dropping a further 1.7 percent in April. As a result, it is one of the worst-performing hedge funds this year. But this is a reversal of recent fortunes; the same share class surged 54.1 percent in 2024 and 31.8 percent in 2023.

1 week ago | institutionalinvestor.com | Stephen Taub

The AI chip giant’s first-quarter earnings vindicate a slew of managers who bet the Nvidia trade was far from dead and piled into its stock.

1 week ago | institutionalinvestor.com

Bob Iaccino, for CME GroupAt a Glance:Gold is more than just an asset that moves opposite the dollar.Geopolitical tensions and central bank gold purchases supported gold, even as the dollar strengthened.The relationship between gold and the U.S. dollar has historically been inverse - when the dollar strengthens, gold typically weakens, and vice versa.

1 week ago | institutionalinvestor.com | Georgina Tzanetos

As we frequently bring together the world’s most influential decision makers within the global asset management industry, we often gain insights into some of the strategic considerations shaping the financial landscape. These insights, largely taken from our proprietary member events, encompass wide swaths of the industry, from data-driven decision-making to what investment vehicles asset product officers are prioritizing for the future.