2018hedge Funds Outlook Still Favoring Bottom-Up Strategies

Lyxor
Door januari 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
Door januari 9, 2018 04:21

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Evenementen

  1. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  2. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  3. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30
  4. ACTIAM – ACTIAM Academy

    september 17 @ 09:30 - 13:00
  5. Markets Group – 3rd Benelux Institutional Forum

    september 26 @ 07:30 - 18:00

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As the integration of #ESG factors into #investment decision-making becomes increasingly mainstream, Hamish Galpin explains why over-reliance on ESG ratings can paint a misleading picture of the small-cap #market
https://t.co/Zn0tHeVhAM

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Inflation Signals Holding Up via @JHIAdvisorsUS -> https://t.co/FLKUEOfFV4 "Impact of Tail Risk Signals on Hypothetical Asset Allocation" #assetallocation #CPI

Invesco Global Fixed Income Study 2019 | Page 16: Potential next trigger for recession -> https://t.co/n5gZ8V35J4 … #FixedIncome

#Blackrock writes: "We are downgrading our #global growth outlook as trade disputes and broader #geopolitical tensions stoke greater macro uncertainty. The range of potential economic..." Read the whole #outlook here: https://t.co/KgO1qLRRHg

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