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Alternative Market Briefing Weekly

Opalesque Roundup: Four out of five investors plan to raise hedge fund allocation despite shaky 2018: hedge fund news, week 16

Saturday, May 04, 2019

In the week ending May 3rd 2019, a research report found that investors were largely unsatisfied with performance in 2018. Half of them thought their investments failed to meet objectives, and only 37% believe 2019 performance will exceed 2018's levels.

Nonetheless, investors are looking to hedge funds to protect their portfolios in the belief that there is turbulence ahead. 61% believe that the current equity market cycle is at a peak, up from 45% a year ago, and 40% are looking to position their hedge fund portfolios more defensively as a result of their outlook. This perception has proved a boon for the industry, with four out of five investors planning to hold or raise their allocation over the longer term - the highest proportion since 2014.

Also Credit Suisse's 2019 survey of hedge fund investors said that an increasing number of allocators are integrating hedge funds into their overall portfolios. The bank polled 311 global institutional investors with $1.12tn in hedge fund investments. 42% of investors now categorize hedge fund allocations by an underlying asset class (eg. Equities, Fixed Income) instead of the static, 'Alternatives' tag, said the survey. The 2019 Context Allocator Trends Report revealed strong demand for alternative investment strategies, with 72%t of respondents noting they are optimistic about the industry and 97% planning to increase or maintain their net positions in alternatives by the end of the year.

In new launches, GoldenTree Asset Management, a global credit manager, ......................

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