Wed, Nov 26, 2014
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. Investing - George Soros puts $500m of his money on Bill Gross, Soros, Paulson backed Hispania Activos mulls Realia takeover, Ex-Credit Suisse trader’s hedge fund sees yen shorts as crowded, Hedge hunters double default-swaps as views split, Large hedge fund positions come under pressure, Vikram Pandit's fund picks 50% stake in JM Financial's realty lending arm for $87m[more]

    George Soros puts $500m of his money on Bill Gross From WSJ.com: Before Bill Gross was fully settled in at his new firm, Janus Capital Group Inc., he received an unlikely visit from the chief investment officer of famed investor George Soros ’s firm, according to a person familiar with t

  2. Europe - Hedge funds face exit tax as Iceland central bank discusses plan[more]

    From Bloomberg.com: Hedge funds and other creditors with claims against Iceland’s failed banks face an exit tax as the island looks for ways to unwind capital controls without hurting the economy. The government targets having a plan it can present by year-end that would map out how Iceland will sca

  3. Opalesque Exclusive: Risk management emerges as a competitive focus area for hedge funds[more]

    Bailey McCann, Opalesque New York: Risk management has always been a core component of any trading strategy, as well as a critical part of business management. However, as macreconomic weakness persists, and alpha becomes increasingly hard to generate, risk management as emerged as a more promin

  4. Unlucky Paulson & Co. rebrands $1.6bn Recovery Fund after 13% drop[more]

    From Businessweek.com: A maturing U.S. economic recovery is prompting Paulson & Co. to change course. The $19 billion hedge fund firm, led by billionaire John Paulson, told investors on a conference call this month that the Paulson Recovery Fund will be renamed Paulson Special Situations Fund on Jan

  5. Gross: Inflation is required to pay for prior inflation[more]

    Benedicte Gravrand, Opalesque Geneva: As inflation rises, every dollar will buy a smaller percentage of a good. While deflation will mean a decrease in the general price level of goods and services. These two economic conditions are both in the waiting room. The consensus would like the former to