Sat, Aug 13, 2022
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Deutsche Bank's Global Prime Finance pegs economic growth at +3.8% by 2016

Tuesday, July 21, 2015

Bailey McCann, Opalesque New York:

Deutsche Bank's Global Prime Finance group is out with its monthly coverage of hedge fund trends. In a research note, analysts say that the worst part of the US economy's rough year is behind it, and despite slowdowns elsewhere in the world, global economic growth should end up somewhere around +3.8% by 2016.

For hedge funds specifically, analysts are also positive. "Though cautious, investors are showing renewed interest in the hedge fund space. US based pensions, healthcare organizations and endowments are driven more by process than by returns and are selectively focused on US based billion+ managers. In Brazil, appetite for certain investment strategies spans across asset classes however most investors’ hedge fund portfolios are concentrated in US focused Equity L/S & Global Macro. European investors are cautious of near term macro risks but optimistic on Europe and hedge funds in general. German investors’ options are limited by the lack of funds adhering to German tax transparency regulation but appetite remains stable. Korean investors, jaded by Madoff, gradually shift toward hedge fund investment," the note says.

Gains across strategies were muted through the month of May as markets were negatively impacted by the events in Greece and China. Emerging Markets Equity continues to lead way in year-to-date returns at 5.68%.

Hedge funds are building shorts throughout the tech sector. Short interest in technology na......................

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: ESG exuberance is at all-time highs. But will investors buy?[more]

    As investors increase their focus on mission-based investing, they continue to grapple with ESG and what it means to them. By David Shalom, Director of Capital Introductions at Pershing Innovation. New investment solutions. That's how managers deliver value and attract new inve

  2. Alts managers sitting on over $2.5tn+ of dry powder[more]

    Laxman Pai, Opalesque Asia: In the current rising interest rate environment, investment activity in the private markets has continued to grow, revealed a study. "With alts managers sitting on over $2.5T+ of dry powder and continuing to enjoy premium valuations and interest rates on a prec

  3. Opalesque Exclusive: Hong Kong manager expects additional tailwind in Asian markets[more]

    B. G., Opalesque Geneva: The Asia equity markets have not been at their best so far this year, with the MSCI Asia index down almost 13% YTD, but many managers remain buoyant about the region, as in

  4. Opalesque Exclusive: Emerging markets persist despite headwinds[more]

    Bailey McCann, Opalesque New York: Emerging markets have been under significant pressure since the start of the year, but there are some nascent trends that suggest that things could be getting better. Emerging markets firm Gramercy Fund Management recently released its third quarter outlook and

  5. Opalesque Exclusive: Castle Hall's DiligenceExchange free Transparency Reports cover 100 managers with $10tn of assets[more]

    Matthias Knab, Opalesque for New Managers: Managers and investors can get free access to DiligenceExchange here: Castle Hall, the Du