MANAGER INSIGHTS

How EJF Capital is positioning for inflation as central bank moves recalibrate market dynamic

How EJF Capital is positioning for inflation as central bank moves recalibrate market dynamic

EJF Capital, which invests long-only and long/short in both equities and credit across the financial services spectrum, believes it is well-placed to navigate the evolving investment landscape, as inflation looms large over markets and the European Central Bank begins winding down its emergency bond-buying pandemic support programme.

FUND PERFORMANCE

Hedge funds’ quarterly returns more than double as industry resurgence receives “strong vote of confidence”

Hedge funds’ quarterly returns more than double as industry resurgence receives “strong vote of confidence”

Hedge funds’ returns more than doubled from Q1 to Q2, as commodities-focused managers powered ahead on the back of the spring oil price surge, and larger funds’ gains outweighed smaller funds’ performance, new analysis by hedge fund asset administrator Citco shows.

ALLOCATIONS

Winners and losers: Hedge fund investor flows turn positive, but capital allocations “not felt by all”

Winners and losers: Hedge fund investor flows turn positive, but capital allocations “not felt by all”

Investors are adding more money into hedge funds this year than they are pulling out – but new industry data points to continued dispersion across the strategy spectrum, with managed futures funds attracting new capital while macro and long/short equities managers suffer sharp outflows.

ESG

Hedge funds and private equity improve ESG focus yet face differing reporting and monitoring challenges

Hedge funds and private equity improve ESG focus yet face differing reporting and monitoring challenges

Hedge funds and private equity are both improving their transparency over ESG. However, while on the private equity side, ESG is more seen as an investment opportunity, complexities remain on the hedge fund side around issues of reporting and shorting, according to Cambridge Associates.