Highlights from Monday’s FTfm.
Jury out on top fund performance
Cass Business School and Aviva both found clues to future performance in historical data, but unfortunately, their findings conflict with one another
Norway has moved to tighten risk controls over its sovereign wealth fund but has rejected calls for an end to active management
Regulated sports betting fund unveiled
Centaur Corporate unveils world’s first regulated sports betting fund aiming to offer ‘economy proof’ returns
Treasuries are for losers – you decide
The bounceback in commodities and stock prices look promising, but John Dizard has to concede there are compelling arguments in favour of deflation and the value of owning Treasuries
Shorting government bonds gets thumbs up
Shorting government bonds is a sensible investment option in the current environment, according to US fund management group GMO
Financial centres vie for slice of hedge fund pie
Centres in Europe and further afield are competing to exploit the latest alternatives rules
Taiwan uses ‘moral persuasion’ on hot money speculators
Taiwan’s central bank is stopping short of further regulation against Taiwan dollar speculators – for now