2018hedge Funds Outlook Still Favoring Bottom-Up Strategies

Lyxor
By January 9, 2018 04:21

2018hedge Funds Outlook Still Favoring Bottom-Up Strategies

The Weekly Brief

During the first week of 2018, Event Driven and diversified L/S Equity funds outperformed. The fallout from the US tax reform spread and boosted event positions, as well as L/S equity's cyclical stocks. Macro and Neutral equity strategies lagged. The former suffered from the weakness in USD and US rates. The latter remained challenged by sector rotations. In this piece, we present our 2018 outlook for hedge funds. We anticipate that extra-time of decent growth could support bottom-up strategies, though less than before and with more frequent bumps. As governments take up the relay with central banks to support the recovery

Lyxor
By January 9, 2018 04:21

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