Sun, Dec 21, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Research from Commonfund reveals support for alternatives generally and managed futures particularly

Friday, March 16, 2012

By Beverly Chandler, Opalesque London:

The $24 bn Commonfund has recently immersed itself in alternatives with the publication of a white paper on managed futures and the findings of its Commonfund Forum Investor Outlook Survey 2012. Founded in 1971, Commonfund is an institutional investment firm serving nonprofit institutions, pension funds and other institutional investors, offering investment solutions drawn from the traditional and alternative investment arenas.

The survey was conducted on terms of confidentiality and was based on responses from 222 investors representing aggregate assets of $239 billion. Surprisingly, investor expectations for 2012 were reasonably bullish with an average forecast for the S&P 500 Index of 8.3% and a median forecast of 9.0%. The firm notes that this was almost unchanged from last year’s average forecast of 8.55% and median forecast of 9.0%. The biggest fear of 'tail risk’ lies in the EU crisis at 32%, while the Washington gridlock over US debt lay at third place with 23% most concerned about debt.

The implications of these sentiments were assessed in terms of likely shifts in portfolio allocations to different investment strategies. The res......................

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 - Big hedge funds win again on PetSmart, Riverbed, RBS sells real estate loans to hedge fund Cerberus, Talisman energy speculation: Which hedge funds could benefit?[more]

    Big hedge funds win again on PetSmart, Riverbed From CNBC.com: Another week, another set of wins for activist investors. On Sunday, pet supply retailer PetSmart agreed to the largest leveraged buyout of the year at $8.7 billion. Hedge fund firm JANA Partners had been pushing for a sale a

  2. Outlook - Hedge fund manager who remembers 1998 rout says prepare for pain, Bond guru Bill Gross predicts U.S. economic growth to dip to 2%[more]

    Hedge fund manager who remembers 1998 rout says prepare for pain From Bloomberg.com: Stephen Jen landed in Hong Kong in early January 1997 as Morgan Stanley’s newly minted exchange-rate strategist for Asia. He was soon working around the clock when investors began targeting the region’s

  3. Investing - Hedge funds get boost from healthcare in 2014, Paulson & Co takes stake in Salix on heels of inventory issues[more]

    Hedge funds get boost from healthcare in 2014 From Valuewalk.com: The healthcare sector started the year on a turbulent note, as stocks of many major biotechnology companies were battered. However, most of the players in this sector have bounced back. The BarclayHedge Healthcare & Biotec

  4. Opalesque Exclusive: U.S. legal receivables fund launched in August[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Investing in asset-backed receivables is a strategy that has been an integral part of the alternative investment space within the overall fixed income asset c

  5. Comment - High fees and low performance hit hedge funds[more]

    From FT.com: Disenchantment over high fees and lackluster performance may finally be turning the tide against hedge funds, fresh data suggest. Despite generally weak returns since the global financial crisis, hedge funds have enjoyed positive net inflows every year since 2010. This helped assets und