Anything But A Blank Space - Sunday Roundup, November 26, 2023

Nothing screams holiday season quite like watching equity managers scramble through a third quarter that’s been hampered by challenges in global equities and concerns surrounding foreign economic data. Wilshire’s liquid alternatives monitor has provided a bird’s eye view of how some equity managers are holding up, reporting that overall sentiment over this quarter has been marred by needs for adjustment and caution. Equity hedge managers experienced a challenging time in September, stamped by losses in equity long-short funds due to the bearish market, whereas short portfolios and market-neutral strategies managed to show some resilience.

Dallon Lewis

NOV 26, 2023

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The Multi-Managers Are Not All Right - Sunday Roundup, November 19, 2023

Last week’s discussion of hedge funds across financial media seemed to spur a series of follow-up articles that spilled into this week, but with multi-manager funds now occupying the spotlight. The Financial Times kicked things off with a look at the poor returns of smaller multi-managers, which Robin Wigglesworth said are “stinking out the place.”

NOV 19, 2023

Are Hedge Funds Losing Their Luster? - Sunday Roundup, November 12, 2023

Well, no, not really…But there have been some interesting headlines this week. Market swings and a higher rate environment initially sparked interest in hedge funds’ role in weathering the storm, but some are pointing to ongoing outflows and the changing market regime as a sign the golden age of hedge funds may be ending.

NOV 12, 2023

No Reason To Fear Change - Sunday Roundup, November 5, 2023

The systematic investing landscape is poised for substantial portfolio construction changes this decade. Invesco's recently published Global Systematic Investing Study, with insights from 130 institutional investors managing a collective USD22.5 trillion in assets, highlighted that systematic investors globally are employing a wider range of investment strategies and embracing artificial intelligence as a part of their investment process.

NOV 05, 2023

Scraps And Stacks - Sunday Roundup, October 29, 2023

“The bond market meltdown has created a veritable smorgasbord of delectable scraps for an investing rat like me,” wrote LongTail Alpha’s Vineer Bhansali this week.

OCT 29, 2023

What If Cash Is Still Trash? - Sunday Roundup, October 22, 2023

Cash is proving so attractive that more and more investors are choosing to invest in it. Bloomberg's John Authers said a quick look at the yield of six-month Treasury bills proves their point. “For the first time this century, cash pays a higher yield in interest than the S&P 500 does in earnings,” Authers wrote. So it is no surprise a number of global fund managers talking to EQD have considered upping allocations to cash; NY Police Pension Fund, Fullerton, Lombard Odier, Maryland and Veritas, to name a few.

OCT 22, 2023

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