From Lyxor Asset Management The global economy finished on solid footing in 2013 and growth is set to maintain a healthy pace in 2014. Demand in the developed economies is recovering steadily aided by supportive policies which have helped smooth the deleveraging cycle. Growth in the US is leading other regions and is helped by […] Read more »
Normalisation of Correlation and Dispersion Gives Hedge Funds Opportunities
By Jeanne Asseraf-Bitton, Head of Cross Asset Research, Lyxor Asset Management Risk assets are set to generate positive returns for the remainder of 2013 driven by a slowly expanding global economy and ultra accommodative monetary policy. We believe that the familiar pattern from the last three years of 2Q data disappointment and consequent risk […] Read more »