Friday, June 6, 2014
TrimTabs/BarclayHedge Survey of Hedge Fund Managers - May 2014 Survey
The topical study from the June 2014 issue of The Hedge Fund Flow Report. Gain insight into industry trends and hedge fund asset flows before you make your next important decision.
The S&P 500 Index’s turbulent ride to the new highs of late May had left its mark on our monthly hedge fund managers’ survey, which has not seen a majority of positive or negative sentiment since October 2013, when 51.6% were bullish on U.S. stocks. Just under 42% in our survey are neutral on the S&P 500 over the next 30 days, and the rest are evenly divided between bullish and bearish. We’ve seen much the same all year — little or no consensus on where U.S. stocks are going over the next 30 days.
Emerging and frontier markets are still expected to underperform over the next six months, but the majority favoring developed markets has dipped to a 15-month low. Bullishness on gold has fallen for a third month, and more than two-thirds of managers expect oil prices to either flatten or fall over the next six months.
Complete results of the TrimTabs/BarclayHedge Hedge Fund Sentiment Survey for May:. . .
Accredited investors can read the entire article for free. From the June 2014 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.
The S&P 500 Index’s turbulent ride to the new highs of late May had left its mark on our monthly hedge fund managers’ survey, which has not seen a majority of positive or negative sentiment since October 2013, when 51.6% were bullish on U.S. stocks. Just under 42% in our survey are neutral on the S&P 500 over the next 30 days, and the rest are evenly divided between bullish and bearish. We’ve seen much the same all year — little or no consensus on where U.S. stocks are going over the next 30 days.
Emerging and frontier markets are still expected to underperform over the next six months, but the majority favoring developed markets has dipped to a 15-month low. Bullishness on gold has fallen for a third month, and more than two-thirds of managers expect oil prices to either flatten or fall over the next six months.
Complete results of the TrimTabs/BarclayHedge Hedge Fund Sentiment Survey for May:. . .
Accredited investors can read the entire article for free. From the June 2014 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, funds of hedge funds, Hedge Fund Flow Topical Study
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