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Alternative Market Briefing

ML Capital finds Global Macro still king of alternative UCITS

Monday, July 22, 2013

Beverly Chandler, Opalesque London:

ML Capital’s Alternative UCITS Barometer’s latest report finds that investors have bullish views on US Long/Short Equity strategies. The firm writes: "US Long/Short has seen a dramatic growth in allocations with almost half of respondents planning to increase exposure levels this quarter. In contrast there are significant concerns over the economic woes continuing to plague Europe, and this has flowed through to the latest results which show a subdued level of interest in European Long/Short strategies. This may indicate an opportunistic time to launch a product that combines both themes, long US Equity whilst shorting Europe."

In contrast, investors are becoming bearish on Emerging Markets. "Investors seem to be lowering their outlook for EM equity hedge strategies, with one of the lowest results since the barometer commenced in 2011. However there still remains a respectable level of demand, with 30% of respondents planning to raise their allocations."

And Global Macro maintain its position as most popular in the field. "Global Macro-Discretionary retains its strong appeal to investors and maintains its position as the most consistently popular strategy with 48% of respondents upping their exposure levels."

The firm finds that growing confidence in the US sees a very healthy spike ......................

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