More Evidence Hedge Funds Are an Expensive Way to Trail the S&P 500 – Bloomberg Businessweek 05-24-13

Salient to Investors: Hedge funds continue to be an overpriced, middling asset class. Goldman Sachs found that hedge funds returned an average of 5 percent in 2013 versus a 15 percent gain in the S&P 500, while only 5 percent of the funds beat the S&P and more than 1

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Warehouses Win Investors as Unsung Internet Heroes – Bloomberg 04-15-13

Salient to Investors: The growth of Internet shopping in Europe is luring investors to warehouses, where yields are beating showy storefronts and sleek offices amid a space shortage. Jones Lang LaSalle say Europe needs 296 million square feet of new distribution and storage warehouses in the next 5 years, 11 percent of

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Hedge Funds Most Bearish Ever on Copper, Favor Gold: Commodities – Bloomberg 03-25-13

Salient to Investors: Hedge funds are making the biggest bet against copper on record as global inventories expand to a 9-year high, while concern that Europe’s debt crisis will spread spurred the biggest gain in gold bets since 2008. Jack Ablin at BMO Private Bank cites unprecedented stockpiles of copper and other metals

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