Looking at two bank reports on the same topic can often yield interesting results. There are times when bank research is best viewed from the standpoint of how their analysis does or does not correlate with one another. Regarding hedge fund allocation decisions, one bank appears to have a nuanced if probing understanding of algorithmic market environments while other research is more nuanced on the noncorrelated topic. Looking at current hedge fund asset flow patterns this is apparent. Also see hedge fund letters Institutional investors have a duty to recognize independent from less independent research The best bank research indicator…
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- Institutional investors have a duty to recognize independent from less independent research
- Bank research can provide significant insight -- when it is independent
- Morgan Stanley notes where the hedge fund industry leadership has gone
- Goldman Sachs noting Quant / Relative Value is one example of beta market environment sophistication
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