BarclayHedge Blog

The topical study from the January 2011 issue of The Hedge Fund Flow Report. Gain insight into industry trends and hedge fund asset flows before you make your next important decision.

• Hedge fund managers have turned very upbeat on U.S. equities. About 46% of the 92 managers we surveyed in December are bullish on the S&P 500, while only 19% are bearish. These readings are the highest and lowest (respectively) since the inception of our survey in May.


• A host of other sentiment gauges - the Merrill Lynch Bank of America survey of institutional investors, the AAII survey of retail investors, the Investors Intelligence survey of investment advisors, and the VIX - show that investors of all stripes have turned extremely optimistic on domestic stocks.


• Forecasts for the 10-year Treasury yield and the U.S. dollar index reflect the expectation of a strong economic recovery. About 54% of hedge fund managers are bearish on the 10-year note, while only 14% are bullish. These readings are the highest and lowest (respectively) since May. Meanwhile, about 39% of managers are bullish on the greenback, while only 13% are bearish. These readings are also the highest and lowest since May. . .


Accredited investors can read the entire article for free.

From the January 2011 issue of The Hedge Fund Flow Report. The Hedge Fund Flow Report combines the accuracy of the BarclayHedge database with the analytical insight of TrimTabs Investment Research. The report is generated by TrimTabs Investment Research using the most current data on thousands of hedge funds. An annual subscription includes 12 monthly updates as well as a spreadsheet containing historical flow aggregates by category.

To download a free sample of the entire TrimTabs Hedge Fund Flow Report, simply fill out this short request form.

Labels: CTA, flows into hedge funds, Hedge Fund Flow Topical Study

# posted by BarclayHedge @ 12:16 PM