Friday, August 8, 2014
TrimTabs/BarclayHedge Survey of Hedge Fund Managers - July 2014 Survey
The topical study from the August 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 hedge fund managers we surveyed remain narrowly divided on the short term prospects for U.S. stocks despite a string of new highs on the major indexes this year. In July’s survey, 37.2% of respondents are bullish on the S&P 500 over the next 30 days while 34.6% are bearish, a spread of just 2.6 percentage points. The bullbear spread has averaged 2.7 points in the first seven months of 2014, down five-fold from 14.0 points in the last seven months of 2013.
Bullishness on the U.S. Dollar Index climbed to a two-year high of 55.4% this month. Sentiment favoring precious metals has improved for four months in a row, and bullishness on gold prices is at 47.4%, a five month high. The proportion expecting oil prices to rise in six months fell sharply in July to 23.7%, the lowest in six months.
Complete results of the TrimTabs/BarclayHedge Hedge Fund Sentiment Survey for July:. . .
Accredited investors can read the entire article for free. From the August 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 hedge fund managers we surveyed remain narrowly divided on the short term prospects for U.S. stocks despite a string of new highs on the major indexes this year. In July’s survey, 37.2% of respondents are bullish on the S&P 500 over the next 30 days while 34.6% are bearish, a spread of just 2.6 percentage points. The bullbear spread has averaged 2.7 points in the first seven months of 2014, down five-fold from 14.0 points in the last seven months of 2013.
Bullishness on the U.S. Dollar Index climbed to a two-year high of 55.4% this month. Sentiment favoring precious metals has improved for four months in a row, and bullishness on gold prices is at 47.4%, a five month high. The proportion expecting oil prices to rise in six months fell sharply in July to 23.7%, the lowest in six months.
Complete results of the TrimTabs/BarclayHedge Hedge Fund Sentiment Survey for July:. . .
Accredited investors can read the entire article for free. From the August 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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