From Keith Haydon and Adam Singleton of Man FRM, part of Man Group Markets return to an uneasy calm in July with rising equity markets and falling volatility. Commentators continue to watch the shape of the US yield curve for clues. July continued the difficult year for hedge fund performance, with mixed performance across strategies […] Read more »
Hedge Fund Outlook – Greater Dispersion To Aid Equity Strategies, Credit? Not So Much
by 50 South Capital Advisors, LLC. INTRODUCTION After a volatile first quarter of 2016, global equity and bond markets regained their footing and finished in positive territory for the year. European equities were the regional exception, with the MSCI European Index posting negative returns through November. Although markets overall generated positive returns for investors in […] Read more »
Asset Flows in 2016 – Multi-Strategy and Macro/CTAs Seen As Beneficiaries
By Peter Laurelli, Head of Research at eVestment Executive Summary of eVestment’s 2016 Hedge Fund Industry Outlook The Outlook highlights data-driven predictions of hedge fund trends for the upcoming year. The hedge fund industry continues to face dominant short-term and long-term influences. There is consistent evidence to suggest returns influence fund specific flows in […] Read more »
Deutsche AWM Sticks to Strategy Biases – Positive on Equity M-N
By Hedge Fund Insight staff At the beginning of the last quarter Deutsche Asset & Wealth Management’s Hedge Fund Advisory Team advised an overweight in equity market-neutral and an underweight in distressed investing strategies. Both have been good calls in the short period since. Here we catch up with Tim Gascoigne, Head of Liquid Alternatives – […] Read more »
Event Driven Leads Hedge Funds Down in September Notes FRM
From Financial Risk Management Limited (FRM), part of Man Group The HFRX Global Hedge Fund Index fell -2.54% to 29 September, pushing the index further into negative territory at -3.52% for the year-to-date 2015. After a fall of -0.13% recorded in the first half of the month (16 September), hedge funds’ negative performance accelerated […] Read more »
Add to Equity M-N from Event Driven Advises Deutsche AWM
By Deutsche Asset & Wealth Management’s Hedge Fund Advisory Team Strategy and Drivers – Taking advantage of the rise in volatility “Volatility and liquidity are persistent themes”. The theme ofelevated volatility in markets – a key message of the June 2015 CIO view, suggests emphasising those strategies that thrive in this type of environment. […] Read more »
2015 Hedge Fund Outlook from Deutsche AWM
By Deutsche Asset & Wealth Management’s Hedge Fund Advisory team Our 12 month hedge fund performance forecasts are derived from our market outlook to the end of 2015, which in turn is anchored by the forecasts from the Deutsche AWM CIO Office. They are based on the following expectations: We expect global economic […] Read more »
2015 Hedge Fund Industry Outlook from eVestment – Flow Forecasts
From eVestment LLC eVestment’s 2015 Hedge Fund Industry Outlook predictions of hedge fund trends for the upcoming year include: Barring a large and unexpected global or financial event, hedge funds are positioned for another year of solid growth as institutional investors seek to gain alternative exposures to traditional equity and fixed income markets. […] Read more »
Institutional Flows Power Growth for Claren Road, MKP Capital and BlueCrest in Credit
By Hedge Fund Insight staff In all investment strategies of the hedge fund industry the big have got bigger. The growth of assets has tended to be dominated by the top managers, whether in CTAs, macro or multi-strategy. In the period since the Credit Crunch of 2008-9 this long-term trend has accelerated. Between the […] Read more »