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Trade Tensions Hit Corporate Confidence, Hedge Fund Cio Says - Barron's

by barrons.com posted 4months ago 34 views
This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution to your colleagues, clients or customers visit http://www.djreprints.com. https://www.barrons.com/articles/trade-tensions-hit-corporate-confidence-hedge-fund-cio-says-1542299949 Trade uncertainty is making U.S. companies increasingly cautious, according to the chief investment officer of the hedge fund Balyasny Asset Management. The best indicator Dmitry Balyasny said he watches to inform the firm’s positioning in the market is “bottom-up information” from speaking to businesses. The firm’s fundamental equities teams, a couple of hundred people, have thousands of conversations with companies they cover on a regular basis, he said at the Greenwich Economic Forum in Connecticut.

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