Sat, Sep 5, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

SYZ AM expects high liquidity and low interest rates 'for a long time to come’

Thursday, November 28, 2013

Benedicte Gravrand, Opalesque Geneva:

According to SYZ Asset Management’s outlook for 2014, the general feeling left by the economy and the markets is "somewhat ambivalent." Growth in both developed and developing economies may not be as strong as in recent decades and on the other hand, monetary policies, that may remain accommodative for some time to avoid deflation, will support the equity markets.

The U.S. will likely retain its monetary policy for along while "owing to the structural problems that are today weakening U.S. growth."

The recent government shutdown has not impacted the economy much, but confidence is not as high due to budgetary uncertainty. The raising of the debt ceiling, expected in February 2014, may further affect confidence among households and SMEs. Furthermore, low productivity levels and a stagnating working population my cause the U.S. economy’s growth potential to be between 1.5% and 2%.

"Thus, while growth will probably be higher in 2014 than in 2013 in the United States due to a less marked impact of budgetary policy tightening, it will be difficult for it to accelerate suddenly given the fundamentals," the report notes.

In Europe, the ECB eased its monetary policy to meet its 2% inflation target, and "its recent decision raises the question of whether it is not now reacting too late to stop the sc......................

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: New Detroit-based CTA seeks to take advantage of coming volatility[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: An emerging manager has just set up his one-man shop in the city of Detroit. Synchronicity Futures,

  2. Opalesque Exclusive: When the SEC calls, fund managers need to get out of their own way[more]

    Bailey McCann, Opalesque New York: New pressure is hitting alternative investment funds from all angles. So far this month both hedge fund and private equity players have seen enforcement actions, and subsequent fines over fees, disclosures, and misleading statements. Citi one of the biggest

  3. Fortress hedge fund manager David Dredge says markets trouble on the way[more]

    From AFR.com: David Dredge of global hedge fund Fortress has built a career studying, predicting and protecting against the world's major financial crises. The recent convulsions in global sharemarkets are "just the beginning" of a painful adjustment as money drains from the emerging market economie

  4. North America - Puerto Rico agency plans talks with hedge fund creditors[more]

    From WSJ.com: Puerto Rico’s Government Development Bank is planning to begin confidential debt-restructuring talks with hedge funds that own its bonds as early as next week, said a person familiar with the matter. The parties are set to discuss a plan under which the investors would lend additional

  5. Launches - BlackRock’s McKenna starts hedge fund with $270m, Ex-BlueBay fund managers Phillips, Fayman to launch hedge fund in 2016, Dallas lawyer, Wall Street-savvy doctor team up to form biotech-focused hedge fund[more]

    BlackRock’s McKenna starts hedge fund with $270m From Bloomberg.com: BlackRock Inc. has started an event-driven hedge fund one year after hiring Harvard Management Co.’s Mark McKenna to run the strategy. Global Event Partners, which seeks to profit from corporate events such as takeovers

 

banner