European traders are backing a 90-minute reduction in trading hours in a bid to concentrate liquidity creating more efficient markets.
Equity market neutral hedge fund strategies could be set for a reversal of fortunes, as trading conditions normalise towards 2020’s midway point.
Continued central bank support amid the Covid-19 pandemic is creating “bubble-style valuations” in markets, according to Chenavari Investment Managers, a London-based credit-focused hedge fund.
CF Partners Capital Management, a London-based energy-focused hedge fund, is betting on a continued price recovery in energy markets heading into the second half of 2020.
The current market uncertainty and value discrepancy offers the biggest opportunity in volatility-based trading in a generation, according to Jerry Haworth (pictured), the chief investment officer of London-based 36 South Capital Advisors, who is preparing a new fund to capitalise on further volatility shocks up ahead.
Special situation and activist hedge funds reluctant to pile into recovery amid “anaemic” corporate activity
Activist hedge funds and certain other special situations strategies are still holding off from piling into longer-term buy-and-hold stocks amid the continued market uncertainty, instead choosing to trade opportunistically around cyclical names recovering from their coronavirus battering.
Pictet chief strategist cautious on equities rebound, warning on UK as materials and Japan offer value
The current stock market rebound is “out of step with economic reality”, according to Pictet Asset Management’s chief strategist Luca Paolini. While the sustained market resurgence appears to have bolstered equity and credit-focused hedge funds’ returns during May, Paolini warned that hopes for a quick V-shaped recovery following the coronavirus downturn look “optimistic”.
Chicago-based CME Group plans to launch new options on its Micro E-mini S&P 500 and Micro E-mini Nasdaq-100 futures contracts, which will be available for trading in the autumn of 2020, pending regulatory review.
Weakening dollar offers emerging market equities boost amid post-lockdown trade surge, predicts Man Group
As the global economy slowly emerges from the coronavirus lockdown, conditions could be set for a weaker US dollar, in turn strengthening emerging market equities, according to new research by analysts at Man Group.
As global equities markets on both sides of the Atlantic continue to flutter, credit and emerging markets are throwing up comparatively attractive trading opportunities, BlueBay Asset Management, the London-based fixed income and credit-focused hedge fund, said on Thursday.