By Google’s Bard The following article has not been edited by Hedge Fund Insight – a Q&A with Bard on Hedge Funds and Family Offices. Do Family Offices invest in hedge funds? Yes, family offices invest in hedge funds. Family offices are private investment firms that manage the wealth of wealthy families. They may invest […] Read more »
Demand For Hedge Fund Strategies – CTAs Level with Merger Arb & Cryptocurrencies
By Donald A. Steinbrugge, CFA – Founder and CEO, Agecroft Partners The hedge fund industry is dynamic, comprising of numerous strategies that attract varying degrees of interest over time. Demand for each strategy is impacted by many variables including capital market valuations, expectations of economic growth, inflation, market liquidity, and risk appetite, among others. Industry […] Read more »
Hedge Fund Strategy Returns A Bit Beige YTD By EurekaHedge Indices
By Hedge Fund Insight staff Flash EurekaHedge Strategy Indices Return Map Read more »
Equity And Credit Strategies Did Better In July Says Man FRM
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 »
Differential Performance Noteworthy at Half Year Point – European CTAs Suffer
By Hedge Fund Insight staff At the half way point of the year, in terms of consolidated data releases, the picture for hedge funds at the top level looks okay – broad hedge fund indices are flat (e.g. the HFRI Asset Weighted Composite Index is up 1.35%), and flows have been positive (over $17bn in […] Read more »
Demand for European Hedge Funds Increases
By Hedge Fund Insight staff Hedge Fund Insight has commented this year on Emerging Market (EM) hedge fund returns and capital flows in the context of the six month rule (see Emerging Market Hedge Fund Demand – The Six Month Rule in Action). The monthly report from eVestment on hedge fund industry capital flows remarked […] Read more »
Equity Long/Short for Retail – Replication Solves the Issues
By Andrew Beer Chief Executive Officer of Beachhead Capital Management The model for allocating to equity long/short funds is broken. The mentality of most allocators is to chase the “hot dot” – that is, invest with a fund that performed well recently and hope the hot streak continues. This approach is based on the discredited assumption […] Read more »
Hedge Fund Positioning Around The French Elections
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 »
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 »
Consultant Verus Negative on Outlook for Event Driven Hedge Funds
By Hedge Fund Insight staff In a recent report Verus, the investment consultant created out of the combination of Wurts and Strategic Investment Solutions, was constructive on the outlook for three out of five hedge fund strategies. The consultant gave forward-looking views across the broad hedge fund investment strategies as shown in the table below. […] Read more »