Opalesque Industry Update - ML Capital has surveyed a diverse range of 49 investors who collectively manage over $85 billion and today invest upwards of $19 billion into Alternative UCITS for their second quarter of 2013 survey.|
Major Findings include:
Solid Growth Expected, Underpinned by Strong Emerging Markets - "10 consecutive quarters of increased allocations to Global Emerging strategies" and "98% to hold or increase allocations to Global Long/Short"
Majority of Investors Opt for Global Strategies - "65% of all investors to increase allocations to Global Emerging Markets" and "51% of all investors looking to increase allocations to Global Long/Short"
Japanese Revival; 93% of Investors Show Faith in Asia's 2nd Largest Economy - "Polar change in investor sentiment as they find value in the resurgent economy" and "Government stimulus and consumer spending are driving recovery"
Investors are Slow to React as CTAs Post Strongest Returns - "Investor appetite wains despite the strongest period for CTAs in the past 5 years" and "Many quant investors still believe in further gains for CTAs and Systematics in 2013"