Incisive Views from Professionals
For 2008 it has been estimated by data provider Preqin that Europe-based investors allocated a combined €175bn to hedge funds; today there are over 1,100 institutional investors in Europe actively investing over €404bn in hedge funds – a huge increase since the GFC. In 2017 Preqin produced a study with AIMA looking at employment in the hedge fund sector; the study estimated that […] Read more »
By Simon Kerr, publisher of Hedge Fund Insight It has been noted by HFI* that the European hedge fund industry has lagged in recovery in comparison with that of the United States. The sluggardly activity is on both sides – European-based hedge funds have not raised much new capital at all post the Credit […] Read more »
From Lyxor Asset Management* Hello, Please find attached this week’s Lyxor Weekly Brief. This is a weekly report from Lyxor’s Cross Asset Research team, focused on hedge fund flows, performance and positioning. It aims at identifying trends in hedge fund investing every week, while leveraging on the proprietary information accessible through the Managed Account Platform. […] Read more »
by Luca Angelini of Novus Using the daily filings from the European Short Disclosure Regulation (ESMA), we track over thirty billion Euros in short investments across more than two hundred managers. The first chart below shows changes in sector exposures and the best short picks from the past month. Also ranked are the most […] Read more »
From FRM Investment Management Market Background China’s financial troubles and the Fed’s zeroing in on lift off for the next interest rate cycle have combined, as we thought they might, to place deflation at the forefront of investor concerns. Moreover, it is clear that the problems emanating from China, other emerging markets and many […] Read more »