With equity markets “well supported” at higher valuations, the current market environment for long / short fund managers that employ a fundamental research process is “very compelling,” according to a Deutsche Bank Asset & Wealth Management report. When considering risks, the report noted that the withdrawal of stimulus is a wild card, an unpredictable event that might lead to favoring a long / short strategy as opposed to a long only approach. Long / short strategies returns Equity long / short strategies generate returns on both the long and short side of a portfolio, regardless of market direction, the report…
Deutsche Bank Likes Long / Short Strategies Amid Stimulus Uncertainity
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.