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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......................

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