L/Sequity Get Ready For An Intense Earning Season

Lyxor
By January 16, 2018 05:17

L/Sequity Get Ready For An Intense Earning Season

The weekly Brief

Receding concerns about the Chinese soft landing, bright economic prints and prospects of a capex revival, provided risk assets another leg of rally, while bonds sold off. Hedge funds enjoyed a strong start too. CTAs were ideally positioned to capture the surge in equities and oil. Diversified Macro funds shined too, supported by their bullish stance on Euro equities and temporary gains from their Euro shorts. The strong returns from Diversified L/S Equity made room for alpha generation thanks to their cyclical tilt. The rebound in both Momentum and Value helped L/S Equity Neutral funds recover some of their lost ground. Ahead of the intense Q4 2017 earning season, we took a deeper look at L/S Equity managers’ environment. We expect it will support alpha in the coming quarter, in the U.S. especially.

Lyxor
By January 16, 2018 05:17

Search

Featured Events

  1. Equity investing for the long-term

    May 22 @ 13:00 - 17:00

Asset Allocation Consensus May

Twitter

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

Crypto-Assets: Implications for financial stability, monetary policy, and payments and market infrastructures -> https://t.co/Hbgo2dffML via @ecb #cryptocurrency #cryptoanalytics #bitcoin #blockchain #centralbank

Load More...

Search on date

January 2018
M T W T F S S
« Dec   Feb »
1234567
891011121314
15161718192021
22232425262728
293031