Tue, Mar 28, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque UCITS intelligence

Strategies In Demand in 2013: Perspectives of the UCITS platform

Friday, May 03, 2013

Perspectives of the UCITS Platforms

According to Paul Holmes, Head of Fund Distribution at Bank of America Merrill Lynch, the investor demand has increased for equity or risk orientated funds in recent quarters. They believe that this demand is consistent with the somewhat more positive macro backdrop. Also activity in the Event-Driven space is moving forward on the back of a pick up in corporate activity. Finally Paul Holmes sees the search for yield is still very real - with huge interest in a newly launched Diversified Credit fund. They also confirmed that multi-strategy space - which saw the largest flows for us last year still continues to attract interest.

In early April, ML Capital launched a survey of 49 investors investing in $19bn in Alternative UCITS. Results show 65% to increase allocations to Global Emerging Markets and 51% wanted to increase in Global Long Short Equity. €œSentiment has been very clear; investors have begun to make a big return to equities and intend to continue to do so in the coming quarter€ states John Lowry, Chairman of ML Capital.

Morgan Stanley confirms the appetite for Equity Long/Short with sector specialists or with directional views and volatility. Credit is in fashion and CTA and Macro are seen as less in demand.

According to Lyxor, the ongoing normalisation of markets observed during Q1 2013 has created a favourable environment for CTAs after a challenging year in 2012. In particular, the better trading environment with the return of trends combined with the decrease of correlations between asset classes is proving helpful. Moreover, Lyxor notes that investors continue to search for attractive and stable yield in a low-rate environment. In this field, the event driven space is offering investment opportunities and especially in the credit market, where the expertise and the experience of the manager are critical to deliver alpha.



 
This article was published in Opalesque UCITS intelligence.
Opalesque UCITS intelligence
Opalesque UCITS intelligence
Opalesque UCITS intelligence
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: FS Investments launches energy fund[more]

    Bailey McCann, Opalesque New York: $19 billion Philadelphia-based FS Investments has launched a new interval fund which will invest in energy. The FS Energy Total Return Fund is the firm's first closed-end interval fund and will invest opportunistically in energy companies and assets. FS

  2. Hedge fund liquidations in 2016 surpass 2009 levels, new launches decline[more]

    Benedicte Gravrand, Opalesque Geneva: Even as the hedge fund industry's total assets exceeded the $3tln milestone last year, hedge fund liquidations increased. So much so that 2016 had the highest number of liquidations since 2008, claims the latest HFR Market Microstructure Report, re

  3. Hedge funds find no joy in macro as returns lag Trump rally[more]

    From Gulfnews.com: In 2017, macro hedge funds were expected to shine. So far? Not so much. It's been a far from impressive first two months for funds that trade around macroeconomic events. Discretionary funds rose just 0.3 per cent through February, according to Hedge Fund Research Inc., while the

  4. Strategies - Billionaire investor Marc Lasry shares how he's playing markets right now, Classic models are failing FX hedge funds desperate for return[more]

    Billionaire investor Marc Lasry shares how he's playing markets right now From CNBC.com: Buy on the prospect of deregulation. Sell on the enactment of deregulation. That's the strategy that billionaire investor Marc Lasry is implementing, according to an interview with CNBC in Las Vegas

  5. Opalesque Exclusive: Aberdeen makes the case for the lower mid-market[more]

    Bailey McCann, Opalesque New York: Aberdeen Asset Management has released a new paper focused on lower mid-market private equity. According to the paper, this segment of the private equity market is gaining popularity with private equity investors that are looking for multiple expansion and less