BarclayHedge Blog

The topical study from the October 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.

• Our monthly survey of hedge fund managers reveals that managers are extremely downbeat on U.S. equities. Bearish sentiment on the S&P 500 soared to 57% in September, far and away the highest level of 2011, from 42% in August. Bullish sentiment plunged to 16%, easily the highest level of the year, from 27%.


• Hedge fund managers have shifted to bullish from bearish on long-dated Treasuries. Bullish sentiment on the 10-year note increased to 23% in September from 15% in August, while bearish sentiment decreased to 16% from 32%. Managers were bearish in seven of the first eight months of 2011. The shift might owe in part to the Fed, which announced September 21 that it intends to buy $400 billion in longer-dated Treasuries before July 2012. . .

Accredited investors can read the entire article for free. From the October 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 CTAs, flows into hedge funds, Hedge Fund Flow Topical Study, hedge funds

# posted by BarclayHedge @ 10:43 AM