Hedge fund positioning after the storm
By
👤Lyxor
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The weekly brief
The market rebound started at end of December has taken place amid an easing of trade tensions and hopes that a no-deal Brexit will be avoided. A softer stance from major central banks has also been supportive. But preliminary manufacturing PMIs for January suggest that growth deceleration continues. At this stage, it looks like any shock to the euro area could tip the economy into a recession. In this fragile environment, we discuss hedge fund positioning and the extent to which the recent rebound in risk assets has led hedge funds to add risk in portfolios. In a nutshell, caution remains the keyword, as L/S Credit is one of the very few strategies which added risk during the sell-off
By
👤Lyxor
