Tue, Aug 22, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Deutsche Bank’s Prime Finance team finds renewed investor interest in European long/short

Wednesday, October 23, 2013

Beverly Chandler, Opalesque London:

Deutsche Bank’s monthly prime finance trends’ analysis finds that in terms of the US, Fed Chairman nominee Janet Yellen’s recent policy speeches revealed the degree to which Yellen is focused on labor market slack, as well as the particular metrics she is inclined to watch when guiding future monetary policy. Deutsche Bank finds that while Yellen has notably "toughened" her inflation rhetoric over the past year—potentially in an attempt to shore up her inflation-fighting credentials—she is acutely focused on the long-term economic damage inflicted by extended periods of labor market slack.

Deutsche Bank’s Asset Allocation team addressed the recent factors that have repressed risk appetite, namely QE taper fears, conflict in Syria, and finally the US government shutdown, which have consequently led investors to stockpile cash. The team believes that cash on the sidelines will continue to move to equities, supported by continued bond outflows since Bernanke’s initial taper comments.

Deutsche Bank’s Hedge Fund Capital Group attended the NMS Fall Forum in Washington D.C. where endowments and foundations expressed bullish views on long-only US equity. The team also visited endowments and fund of funds in North Carolina where investors showed interest in emerging managers and ’40 Act products. The team reports renewed interest for European long/short managers from global investo......................

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 Exclusive: Albright Capital puts a value lens on emerging markets[more]

    Bailey McCann, Opalesque New York: Over the past decade, investors have steadily increased investments in emerging markets private funds. Allocations to the cohort have increased from $93 billion in December 2006 to $564 billion in September 2016, according to data from research firm Preqin. Howe

  2. Comment: "Long-Term Investing": What managing drawdown risk can do to your long-term returns[more]

    Matthias Knab, Opalesque: Real Investment Advice writes on Harvest Exchange: Last week, I was having lunch with a prospective portfolio management client discussing the curre

  3. Jasper Capital International joins Hedge Fund Standards Board[more]

    Komfie Manalo, Opalesque Asia: Diversified and systematic investment firm Jasper Capital International has become the second China-based signatory to the Hedge Fund Standards Board (HFSB), an organization that brings hedge fund managers and investors together to set standards for the hedge fund i

  4. Investing - Hedge-fund honchos including David Tepper are loading up on Alibaba, Billionaire hedge fund manager Stanley Druckenmiller is betting big on the Chinese consumer, Big-name U.S. hedge funds shed healthcare stocks during the rally in second-quarter, U.S. hedge funds bearish on FAANG stocks in second-quarter, Hedge fund titan Viking Global made a $680 million bet on scandal-plagued Wells Fargo[more]

    Hedge-fund honchos including David Tepper are loading up on Alibaba From CNBC.com: David Tepper's Appaloosa Management and three other he ge funds took new stakes in Chinese e-commerce giant Alibaba in the second quarter, according to the latest quarterly filings. Appaloosa disclos

  5. FinTech - Danger: Crowdfunding on the wrong platform could force you to go public[more]

    From LinkedIn.com: Some equity crowdfunding platforms are putting startups at serious risk. Working with a platform that doesn't structure your deal appropriately could jeopardize your ability to raise future capital or worse, force you to become a public reporting company. The emergence of eq