Global Macro Funds’ Disconnect Coming to an End

Lyxor
By October 17, 2017 14:21

Global Macro Funds’ Disconnect Coming to an End

The Weekly Brief

Another positive week for hedge funds. Cracks in the reflation trade emerged after the marginally dovish Fed's minutes were released and with doubts intensifying about the tax-cut package. CTAs outperformed, thanks to their contrarian allocation in bonds (they are long, mainly in Europe), in FX (they are USD short, especially vs. non-G10 currencies) and in commodities (they are long gold). They also benefitted from their more cyclical exposures to equities and metals. While sector rotations away from the reflation trade weakened L/S Neutral funds, equities remained well oriented, boosted by signs of a macro re-acceleration. It continued to support the diversified L/S Equity and Event Driven funds

Lyxor
By October 17, 2017 14:21

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  1. Eurizon AM – Webinar – RMB Bonds

    June 9 @ 15:00 - 15:30
  2. Eurizon AM – Webinar – Green Bonds

    June 18 @ 10:00 - 10:45

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Check out our events calendar, with a lot of interesting #webinars! https://opiniopro.com/events/ #research #HomeOffice

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Dinsdag 9 juni het #webinar: "Subscription Economy: the road to resiliency post-Covid-19" met @NatixisIM -> https://www.crowdcast.io/e/alpharesearch-09062020/

Today we are used to seeing #subscriptions popping up on our bank statements. Only a few years ago, the statement would list only telephone and television subscriptions, but now... Join our webinar on #subscriptioneconomy - June 9th - https://www.crowdcast.io/e/alpharesearch-09062020

Volgende week dinsdag 9 juni om 11:00 bespreken we "#Subscription Economy", samen met Nolan Hoffmeyer, CFA, (Partner, Senior Portfolio Manager) Thematics Asset Management.
Meld je aan via: https://www.alpharesearch.nl/event/subscription-economy-the-road-to-resiliency-post-covid-19/
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Check out our events calendar, with a lot of interesting #webinars! https://opiniopro.com/events/ #research #HomeOffice

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