Wed, Jul 30, 2014
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. Opalesque Roundtable: Success in hedge fund marketing not linked to performance, but investor appetite[more]

    Komfie Manalo, Opalesque Asia: Success in marketing a fund is not linked to the performance, but to investor appetite, to the way you can market the fund, and to how much time you can spend to raise assets, said Antoine Rolland, the CEO of incubator and seeding firm

  2. Hedge fund manager Winton Capital making headway with long-only strategy[more]

    From PIonline.com: North American investors are helping Winton Capital Management Ltd. make progress — albeit slowly — toward its founder's goal of becoming a $100 billion company. The firm's ticket to quadrupling its assets under management is unlikely to be one of its scientifically designed manag

  3. Opalesque Radio: Now is a good time to buy protection cheaply in the options market[more]

    Benedicte Gravrand, Opalesque Geneva: Investors are showing an increased interest in risk parity funds and strategies, Opalesque reported last year. Risk parity strategies have the

  4. The Big Picture: Charlemagne Capital smoothes risk out of frontier market investing with portfolio approach[more]

    Benedicte Gravrand, Opalesque Geneva: Opalesque recently talked to one of the portfolio managers of the Oaks funds, which are emerging and frontier market hedge funds focusing on equity long/short with a directional approach. They are run by

  5. Winton’s low-cost equities fund tops $1bn for first time[more]

    From FT.com: Winton, the London-based hedge fund, has increased the assets in its low-cost equities fund to more than $1bn for the first time in a sign that traditional stock managers may come under increasing pressure from computer-driven rivals. Winton, which manages about $25bn in total ass