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Alternative Market Briefing

Markets embark on a period of sustained improvement - Credit Suisse

Wednesday, May 02, 2012

Bailey McCann, Opalesque New York: Global markets have embarked on a period of sustained improvement according to a new report from Stefan Keitel, Global Chief Investment Officer for Asset Management and Private Banking, Credit Suisse. Keitel notes that renewed growth in the US and China along with the European Central Bank's Long-Term Refinancing Operation (LTRO) have improved credit flow bolstered by healthy corporate balance sheets. The recent correction in risky assets also provides a renewed buying opportunity for investors.

Event driven hedge fund strategies are making gains off of the increased momentum in the US corporate credit market. Global macro funds are also seeing gains across asset classes particularly driven by directional macro trends in equity indices, fixed income and commodities.

Long/Short equity strategies were also bolstered by the US equity market rally and positive economic data. Net-long positions in technology and financials continued to perform well along with retail shorts. Long/Short credit funds have started to reduce their long bias as well, driven by the US market rally.

Private equity funds continue to increase their investment focus in emerging markets, as these regions have continued to be receptive towards private equity. Demand is driven by pension plans and endowments seeking this exposure to help meet long-term obligations and return requirements. The Customized Fund Investment Group reports that PE fundraising in eme......................

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