2017 Hedge Fund Vintage: So Far So Good

Lyxor
By October 10, 2017 06:15

2017 Hedge Fund Vintage: So Far So Good

The weekly Brief

Global growth continues to be revised up in most regions. Inflation prints are firming up. Several major central banks seem confident enough to start normalizing their policies. In the U.S., prospects of some tax cuts revive some areas of the reflation trade. Another positive earning season is starting. There were all the ingredients to keep boosting equities, rates, and dollar. EM and metals progressed despite a weaker support from low dollar. Meanwhile, risk indicators eased, credit spreads tightened, as well as gold and volatility. There was one exception last week with energy off from its peak on disappointing stock reports.

Lyxor
By October 10, 2017 06:15

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Join the presentations of Geoffrey Lebeau @NordeaAM, Andrew Harvie @CTinvest_EMEA and Luc Simoncini @kamescapital @aegonam on #longtermequities @AlphaResearchNL seminar tomorrow in NL https://t.co/n3kW4H3n5L and on Wednesday in BE https://t.co/PqeYInza5g

Op 21 mei is het 'Long-term Equities' seminar van Alpha Research. Een van de thema's is: 'New leaders'. Hier zal Luc Simoncini van Aegon Asset Management over spreken. Meld je hier aan: https://t.co/LhX3FIk1jl

Specialisten van Columbia Threadneedle Investments, Nordea Asset Management en Aegon Asset Management zullen spreken op het seminar van Alpha Research over 'Long-term Equities' op 21 mei in het Rosarium. Meld je hier aan: https://t.co/LhX3FIk1jl #equities

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