Sun, Nov 29, 2015
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
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......................

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. Other Voices: Hedge fund marketing and the selling cycle[more]

    By Bruce Frumerman. How long is the selling cycle now? That’s a question my financial communications and sales marketing consulting firm has been asked on a regular basis by hedge fund firm owners and sales people, ever since we opened the doors to our firm in 1987 pre-crash. Wa

  2. People - Solus Alternative Asset Management adds chief strategist from BTIG[more]

    From Daniel Greenhaus joined hedge fund manager Solus Alternative Asset Management as managing director and chief strategist. He will work closely with Chris Bondy, Solus’ chief economist, managing director and executive vice president, said Chris Pucillo, CEO and chief investmen

  3. Opalesque Roundtable: Seeding deal terms can be onerous for hedge funds[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Executives from fund of funds firms, family offices, a placement agent, a private equity firm, and an accounting firm gathered in Connecticut last month for the

  4. Opalesque Roundtable: Family offices flock to co-investment[more]

    Bailey McCann, Opalesque New York: Co-investments have been a hot topic for pension funds in recent years, as they try to move away from high fees and improve transparency. But now, family offices are more readily getting into the mix and establishing in-house deal teams, according to the delega

  5. More institutional investors invest in CTAs compared to last year despite dissatisfaction with performance[more]

    Benedicte Gravrand, Opalesque Geneva: "Despite a strong start to 2015 for CTAs in Q1, commodity market conditions have made return generation difficult for fund managers over much of the rest of the year to date," says Preqin’s November