Tue, Mar 31, 2015
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. Other Voices: Does the hedge fund industry benefit society?[more]

    This article was authored by Don Steinbrugge, Chairman of Agecroft Partners, a US-based global consulting and third party marketing firm for hedge funds. It is no secret that the hedge fund industry is viewed negatively by a la

  2. Private credit comes into focus for investors[more]

    Bailey McCann, Opalesque New York: As investors look for a way out of the low yield/no yield environment, private credit is becoming an increasingly attractive asset class, according to a white paper from Bayshore Capital Advisors. Private credit has grown steadily since the financial crisis as

  3. M&A - Hedge funds no longer attractive targets for banks, reinsurers, Blackstone buys stake in Christopher Pucillo’s Solus event-driven hedge fund[more]

    Hedge funds no longer attractive targets for banks, reinsurers From Institutionalinvestor.com: Swiss RE, the world’s second-largest reinsurer, is looking to sell its 15 percent stake in Jersey, Channel Islands–based hedge fund firm Brevan Howard Asset Management. Morgan Stanley reported

  4. Opalesque Radio: Threadneedle expects continuing equity volatility this year[more]

    Benedicte Gravrand, Opalesque Geneva: Investors should expect more volatility, which is signaling a "slow moving" top to the market, KKM Financial’s founder and CEO Jeff Kilburg told CNBC on Monday. And this volatility is going

  5. Hedge funds show strong performance of 2.52% so far in 2015[more]

    Komfie Manalo, Opalesque Asia: The hedge fund industry got off to a strong start in 2015 "completely unmindful" of the poor performance last year, according to data provider Preqin. According to Preqin, following a year which saw the average he

 

banner