hedge funds

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13F Watch: Managers Add Financials and Trim Energy as Hedge Funds Remain under Fire


In the second quarter of 2013, institutional investors added to their equity holdings in the financial sector while reducing their exposure to energy stocks. Among the most widely held stocks, portfolio managers as a group added to positions in Microsoft, General Motors, Cisco, and Intel, and trimmed positions in Pfizer, Oracle, General Electric, and AT&T. Read more

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Weekend Reads for Investors: Waiting on the Central Bankers

Weekend Reads

Second quarter earnings reporting season is wrapping up and companies so far have delivered the goods, or at least met the diminished expectations of investors. Most major stock indices in Europe and the US surged higher in July, but the enthusiasm for stocks may have had more to do with the dovish policies of central bankers than company fundamentals. And recent indications from US Federal Reserve officials that a tapering of their easy money program may come this fall should be cause for concern. Read more

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