US stocks at record high. Increased divergence between US and foreign markets.
Markets return to an uneasy calm in July with rising equity markets and falling volatility.
Signs of a global repricing are being driven by the emergence of catalysts rather than fundamental weaknesses.
Hedge fund performance was extremely varied, with Managed Futures and Equity focused strategies struggling most.
Hedge funds continued to struggle to make much headway with quantitative strategies struggling again with reverting markets.
Hedge funds generated mixed returns in August, but in general alpha was better in Europe than the US and Asia.
Articles and Videos
With so many quantitative strategies available, how should investors choose the right one for them?
With valuations elevated across asset classes, we ask how government bonds may be used to provide an element of protection in the context of market crises.
Michael Turner, Chief Executive Officer at Man FRM, talks in HFM Week about the control benefits offered by Managed Accounts.