Mon, Apr 23, 2018
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Survey finds hedge fund manager bulls outweigh bears for 2013

Monday, December 10, 2012

Beverly Chandler, Opalesque London: In its Annual Global Hedge Fund Manager Survey, independent research and portfolio advisory firm, Aksia, has observed a dramatic turnaround in sentiment among global hedge fund managers over the last 12 months.

Aksia polled the opinion of 168 institutional caliber managers across the major hedge fund strategies, which collectively account for approximately $900 billion in AUM and 41% of total hedge fund industry assets.

Their findings reveal that hedge fund managers are bullish on financial assets, in a ratio of 3:1 with the most bullish coming from the Long/Short Equity strategy at 84%, but the least bullish drawn from Relative Value managers, at 50%.

Jim Vos, CEO at Aksia, said: "This survey appears to show that managers are looking through much of the "noise" and headlines that bombard us daily. At a minimum, it illustrates a belief in near term stability in the markets and less concern about left-tail risks."

Managers revealed that their biggest upside surprise for the coming year was Europe at 15%, while a recovery in the US housing market weighed in at 13%; growth in China at 9% and, what Aksia refers to as an 'honourable mention’ went to Japanese equities.

The biggest risk for 2013 came from the US’s fiscal cliff with 24% believing it posed the biggest threat. Europe came in at 19%, an economic downturn at 9% and the honourable mention went to government interve......................

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 - Sequoia takes Facebook stake as shares slide in data controversy, $1.4b hedge fund sees intact fundamentals for Facebook, Jim Cramer reveals some 'suggested hedge fund trades' amid the Trump tariffs[more]

    Sequoia takes Facebook stake as shares slide in data controversy From Bloomberg.com: The $4.2 billion Sequoia Fund bought a small position in Facebook Inc. as the stock slid late in the first quarter, investment manager Ruane, Cunniff & Goldfarb told clients. "The recent controversy enab

  2. Activist Investors - Blue Sky-owned Wild Breads faces uncertain future[more]

    From AFR.com: A Blue Sky private equity investment in artisan-style baker Wild Breads enjoyed multiple valuation upgrades despite losing millions and breaching its lending covenants, accounts lodged with the regulator last week show. Wild Breads lost $2.4 million in 2017, but Blue Sky ascribed a hig

  3. Opalesque Exclusive: Barnegat to close hedge fund to outside investors on weak opportunities[more]

    Komfie Manalo, Opalesque Asia: Bob Treue's Barnegat Fund Management said it is closing its $666m fixed income relative value hedge fund to outside investors. "The negative side to gains in Fixed Income Arbitrage is that unless we find new opportunit

  4. Investing - Hedge fund makes a big bet on malls, British hedge fund manager Odey short UK government bonds on QE bet[more]

    Hedge fund makes a big bet on malls From Barrons.com: The dominant narrative on American shopping malls is that they're dead. Crushed by Amazon.com, many brick-and-mortar retail stores are destined for bankruptcy. And where is the most retail, clustered all together? Malls. From a

  5. Performance - Hedge funds suffer first back-to-back loss in two years, Netflix performance burns hedge fund short sellers, Macro hedge fund up 14.5% in first quarter sees dollar falling, Renaissance Technologies rebounds across hedge funds in March[more]

    Hedge funds suffer first back-to-back loss in two years From Bloomberg.com: Hedge Fund returns sank for a second straight month in March, the first back-to-back loss since the first two months of 2016, as trade wars, tech-sector woes and a Fed rate hike dragged down the S&P 500 from its