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

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