Trend-Following Strategies Post Largest Monthly Gain Since 2008

From Newedge, the prime services division of Societe Generale CTAs exit drawdown, setting new high watermarks in November 2014   Managed futures enjoyed a stellar November, with all of the Newedge indices posting the fourth consecutive positive monthly return in a row. The Newedge CTA Index, with a performance of +5.62% for November, posted a […] Read more »

Global Macro & CTA Outlook For 2014 Is A Mixed Bag According To NB

By Neuberger Berman Alternative Investment Management   Introduction Macro-focused investing is broadly defined as profiting from changes in market prices that arise from any number of factors, including turning points in macroeconomic cycles, changes in the outlook for economic growth or inflation and market price reactions stemming from the actions of policymakers.   In Figure […] Read more »

Given These Returns, Where Does A Specialist Managed Futures Fund of Funds Go?

By Simon Kerr, Publisher of Hedge Fund Insight and Principal of Enhance Consulting One of the major decisions taken by the investing institutions that came back to hedge funds after the Credit Crunch was to stick with CTAs. In the period after the Credit Crunch that was not difficult – the Barclay  CTA index was […] Read more »

FRM’s Current Preferred Hedge Fund Strategies

In its latest outlook, FRM, Man Group’s $19.5 billion fund of hedge funds and managed accounts business,  identifies three potential sources of return for hedge funds. The preferences that FRM expresses are based on a specific market outlook.  Europe’s largest independent FoF has an outlook on markets that remains broadly unchanged:  FRM thinks that the […] Read more »