Tue, Aug 30, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

JP Morgan PB survey sees “colossal reallocation of investor capital” toward outperforming hedge funds (2)

Monday, September 20, 2010

From Precy Dumlao, Opalesque Asia:

In Part One of our report on JP Morgan Prime Brokerage’s 34-page survey titled “Tectonics: Shifting Investor Sentiment and the Implications for Hedge Fund Managers,” we focused on the shifting trend among investors towards more established and bigger hedge funds.

The JP Morgan survey of 300 institutional investors managing at least $2.4tln in global assets, also showed a massive reallocation of assets, a trend which is likely to accelerate this year.

In Part Two, we will focus on the resiliency of the hedge fund industry and the strategies expected to emerge as winners.

Hedge funds resilient over the past two years According to the authors of the survey, the global financial markets have been under extreme duress over the last two years. Since late 2007, hedge funds and their investors experienced a turbulent period, but overall, hedge funds have proved to be very resilient. The industry declined less than during much of its competition during the financial crisis and profited more consistently during the rebound than other types of investment vehicles.

But while Louis Lebedin and Andrea Angelone, the authors of the study, predict 2010 will hold additional turbulence for investors and ......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Strategies - The 'Holy Grail' hedge fund strategy to handle a black swan the size of World War I, Hedge funds get more pushback on terms as enthusiasm for strategy wanes[more]

    The 'Holy Grail' hedge fund strategy to handle a black swan the size of World War I From IBTImes.co.uk: To illustrate a strategic gap common to today's portfolio managers, George Sokoloff, PhD, founder and CIO at Carmot Capital, proposes an interesting thought experiment – a breakdown of

  2. Institutional investors - Investors set to increase allocation to private debt, With investment income key, Richmond retirement system faces funding challenges[more]

    Investors set to increase allocation to private debt Investors are set to increase their allocation to private debt, with 60% revealing they believe the private debt market will grow over the next 12 months, according to a new study by Elian, a leading funds services provider. 41%

  3. Investing - Hedge funds snap up banks, unload Apple, Some of hedge funds' favorite stocks are finally starting to beat the market, Einhorn's Greenlight shifts positions, Treasury yield climbs to two-month high as Fischer joins hawks, 9 stocks smart investors put their money in last quarter[more]

    Hedge funds snap up banks, unload Apple From Barrons.com: Prominent hedge funds have a newfound love of big banks, and some have a distaste for shares of Apple, regulatory filings released last week show. The filings suggest that the funds have been pivoting their portfolios in recent mon

  4. Chesapeake energy seeks $1 billion loan to refinance debt[more]

    From Bloomberg.com: Chesapeake Energy Corp. is seeking a $1 billion loan as the company battered by cratering fuel prices and credit downgrades takes a step to address its $9 billion debt load. The natural gas producer hired Goldman Sachs Group Inc., Citigroup Inc. and Mitsubishi UFJ Financial Group

  5. Institutions - Nordic pension funds magnify focus on unlisted and direct investing, building up teams[more]

    From IPE.com: As bond yields remain at low or negative levels, pension funds and other institutional investors in the Nordic region are stepping up efforts to find higher returns by adding more unlisted investments to portfolios and are expanding in-house teams in order to do this, according to new