Tue, Sep 2, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Investment managers optimistic about 2014

Tuesday, February 25, 2014

Bailey McCann, Opalesque New York:

Fund managers are more optimistic about the prospects for 2014 even if they are slightly concerned about world growth, and medium-term government bonds according to new research from Towers Watson. Their latest survey of investment managers shows that they are most focused on government intervention, inflation, and macroeconomic conditions this year.

The global survey, including responses from 128 investment managers showed that almost half (44%) of managers believe that the investment strategies of their institutional clients will become more aggressive next year, up from a third of managers in 2013. During the next five years, the majority of managers expect the world’s largest economies to experience mild growth, with the exception of the Eurozone where they expect unemployment to remain in the low double digits in the short term and at a relatively high 9.5% in the medium term.

In contrast to last year, managers expect better equity returns this year in most markets with the exception of the US and China. They expect equity markets in 2014 to deliver returns of 6.9% in the U.S. (compared to 7.0% in 2013); 7.0% in the U.K. (6.0%); 8.1% in the Euro zone (7.0%); 6.4% in Australia (6.0%); 7.3% in Japan (6.0%); and 8.4% in China (10.0%).

In a significant shift from previous years’ studies, real GDP growth expectations for 2014 are now showing an upward trend and range from just above 1% in the Euro zone (0% in 2013) to 7.0% i......................

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. Study shows what resonates with investors: 'Unwavering', 'passionate' beats 'committed', 'dedicated' and more surprises[more]

    Komfie Manalo, Opalesque Asia: A new study by Pershing Square, a unit of BNY Mellon company, showed that an effective value proposition strengthens audience connections and fosters growth, yet many advisors have had little objective guidance in formulating such statements until now. In the

  2. Comment – Why you should avoid the hottest hedge fund hands, Swedroe attacks Hussman over risk management, relative value strategy[more]

    Why you should avoid the hottest hedge fund hands FromCNBC/Yahoo.com: Investors who don't have money with Pershing Square Capital Management are likely salivating at the hedge fund's industry-leading 26 percent return from January through July. But investing with Bill Ackman and other to

  3. Managed futures' global diversification is important in next phase of economic recovery[more]

    Komfie Manalo, Opalesque Asia: The global diversification provided by managed futures may prove to be extremely valuable as the markets enter the next phase of the economic recovery, said Campbell & Company, a pioneer in absolute return invest

  4. Ex-UBS prop trader's hedge fund Manikay Partners eyes UK launch[more]

    From eFinancialnews.com: Manikay Partners, a $1.7 billion US multi-strategy hedge fund set up in 2008 by a proprietary trader from UBS with backing from Goldman Sachs, is planning to open in the UK. New York-based Manikay's move into Europe comes after Financial News revealed on Monday that Aurelius

  5. Big hedge funds tighten grip amid consolidation[more]

    From Asianinvestor.net: The hedge fund industry consolidated last year with the number of funds falling by around a tenth from 2012 but assets under management rising $248.8 billion to $2.6 trillion, finds a new report from research firm eVestment. Firms with more than $1 billion in hedge fund A