Hedge funds – Put into perspective by Skenderbeg Alternative Investments
“If we knew what it was we were doing, it would not be called research.” – Albert Einstein
Hedge Funds
Investors pin hopes on hedgies
Bloomberg Hedge Fund Brief
Global banks L/S ratio fell to a multi-year low amid plunging yields
Goldman Sachs
Momentum’s recent outperformance a source of positive alpha for fundamental L/S funds
Goldman Sachs
In 1H19, hedge fund performance rebounded, which led to an increase of total industry AuM
Barclays
Interest in hedge fund strategies has not changed much since YE18
Barclays
Global gross and net leverage
JP Morgan
July hedge fund trading flows by global sector (vs. MSCI World Sector Price Returns)
Goldman Sachs
Markets
Global search activity for “welfare & unemployment” growing for first time since crisis
Arbor Data Science (via WSJ’s Daily Shot)
Bigger bank holdings: Different holders of DM government debt, 1901-2018
BlackRock
Searches for “recession” bursting across the globe
Arbor Data Science (via WSJ’s Daily Shot)
World trade volumes about to decline significantly for the first time since the financial crisis
Deutsche Bank Research (via Carl Quintanilla)
See the full PDF below.
