Keep your politics out of your investments

cityam

Jul 28

Even the supposed ‘smartest investors’ working at hedge funds seem unable to keep away from politics. I keep telling everyone that you should keep your politics out of your investment portfolio. The ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers HK | Online Trading in stocks, bonds & ETFS","description":"Discover Tiger Brokers HK, an online trading platform for stocks&ETFs, options&futures, bonds and crypto. Open an account to enjoy low commission trading today!","keywords":"tiger trading,tiger security,tiger broker hk,tigers co ltd,tiger trade hk,tiger brokers hk,stock broker,securities broker,online brokerage,hong kong broker,hk broker,online stock trading,online trading platform,stock trading platforms,trading application,stock trading,stock trading hong kong,buying stocks in hong kong,tiger brokers","social":{"ogDescription":"Discover Tiger Brokers HK, an online trading platform for stocks&ETFs, options&futures, bonds and crypto. Open an account to enjoy low commission trading today!","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.gotigerhk.com/news/2654002508"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"HKG","license":"TBHK","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2654002508\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2654002508?lang=en_US&edition=fundamental","thumbnail":"https://www.cityam.com/wp-content/uploads/2026/02/trumpdancingpa.jpeg?w=286&h=161&crop=1","is_english":true,"pubTime":"2026-07-28 20:21","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2654002508","market":"us","top_or_hot":-1,"title":"Keep your politics out of your investments","media":"cityam","content":"<div>\n<p>Even the supposed ‘smartest investors’ working at hedge funds seem unable to keep away from politics. I keep telling everyone that you should keep your politics out of your investment portfolio. The ...</p>\n\n<a href=\"https://www.cityam.com/keep-your-politics-out-of-your-investments/\">Source Link</a>\n\n</div>\n","source":"cityam_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Keep your politics out of your investments</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKeep your politics out of your investments\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-28 20:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cityam.com/keep-your-politics-out-of-your-investments/><strong>cityam</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even the supposed ‘smartest investors’ working at hedge funds seem unable to keep away from politics. I keep telling everyone that you should keep your politics out of your investment portfolio. The ...</p>\n\n<a href=\"https://www.cityam.com/keep-your-politics-out-of-your-investments/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HDG","symbol_name":"ProShares Hedge Replication ETF","start_time":0,"source_url":"https://www.cityam.com/keep-your-politics-out-of-your-investments/","article_id":"2654002508","we_media_id":null,"thumbnails":["https://www.cityam.com/wp-content/uploads/2026/02/trumpdancingpa.jpeg?w=286&h=161&crop=1"],"rights":{"source":"cityam_highlight","url":"https://www.cityam.com/keep-your-politics-out-of-your-investments/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2654002508","pubTimestamp":1785241288,"columns":[],"sourceInfo":{"source_id":"cityam_highlight","name":"cityam"},"weMediaInfo":null,"summary":"Even the supposed ‘smartest investors’ working at hedge funds seem unable to keep away from politics. I keep telling everyone that you should keep your politics out of your investment portfolio. The market doesn’t care about your politics. That is why I am against ESG investors that exclude certain industries from their portfolio, just like conservative investors who think climate change is a hoax and don’t invest in wind and solar energy. But even the supposed ‘smartest investors’ working at hedge funds seem unable to heed that advice.A study from the Singapore Management University examined the portfolio holdings of US hedge funds and compared how well these portfolios aligned with the economic policies of the incumbent US President.The chart below shows the hedge fund alpha after correcting for the Fung and Hsieh hedge fund risk factors for portfolios sorted by political alignment. Hedge fund managers that are politically aligned with the President  also run portfolios that are more","collect":0,"end_time":0,"defaultTopTitle":"cityam.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"HDG":"ProShares Hedge Replication ETF"},"translate_title":"让你的政治远离你的投资","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HDG":0.86},"content_text":"Even the supposed ‘smartest investors’ working at hedge funds seem unable to keep away from politics. I keep telling everyone that you should keep your politics out of your investment portfolio. The market doesn’t care about your politics. That is why I am against ESG investors that exclude certain industries from their portfolio, just like conservative investors who think climate change is a hoax and don’t invest in wind and solar energy. But even the supposed ‘smartest investors’ working at hedge funds seem unable to heed that advice.A study from the Singapore Management University examined the portfolio holdings of US hedge funds and compared how well these portfolios aligned with the economic policies of the incumbent US President. \n\nTo do this, they measured the share price reaction of every US stock to economic policy announcements by the President at the time, which allowed them to measure the portfolio sensitivity of each hedge fund to these announcements.\n\n\n\n\n\n\nNews Updates\nStay ahead with our three daily briefings delivering all the key market moves, top business and political stories, and incisive analysis straight to your inbox.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nThe chart below shows the hedge fund alpha after correcting for the Fung and Hsieh hedge fund risk factors for portfolios sorted by political alignment. Hedge fund managers that are politically aligned with the President (measured by the political donations they make) also run portfolios that are more aligned with the President’s economic policies.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}