US assets continue to draw international flows, predominantly from Japan, but the level of support may not be sustainable to keep the dollar strong, according to new research by contrarian hedge fund Horseman Capital.
Lazard Asset Management is launching a new emerging markets quantitative fund which will trade a diversified, low volatility strategy with an ESG focus placed at the forefront of its stock-picking process.
Hedge funds are positioning for a spike in volatility in healthcare, energy, financials and tech as the US presidential election gathers pace.
Emerging managers and family offices can benefit from the services offered by boutique accountancy firms as this gives them access to high quality, responsive service they may not get elsewhere.
There are an estimated 445 alternative data providers in the funds industry, serving the needs of both traditional and alternative fund managers. This is, according to alternativedata.org, an industry that is projected to be worth USD350 billion in 2020. But while there is no doubting the quantity and diversity of data sets one can acquire, how valuable really are they?
Société Générale’s CTA indices advanced between 2.5 and 3.5 per cent in the first three weeks of January, as managed futures strategies locked on to early-year trends in equity markets, currencies, and commodities.
Now entering its sixth year of operation, ProMeritum Investment Management – a London-based discretionary emerging markets fixed income-focused manager – has notched up five successive years of positive returns since launching in January 2015.