Thursday, September 4, 2014
TrimTabs/BarclayHedge Survey of Hedge Fund Managers - August 2014 Survey
The topical study from the September 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.
Bullish sentiment on U.S. stocks is at a five-month high among the hedge fund managers we surveyed this month. Their conviction is not especially strong, however: 38.5% of survey respondents are bullish on the S&P 500 over the next 30 days, 28.1% are bearish, and 33.3% are neutral. Bullish sentiment this month is running well above its year-to-date average of 32.6%, while bearish sentiment is in line with its 28.0% YTD average.
Just over half of the managers are bullish on the U.S. Dollar Index for the second month in a row. A larger majority expects equities to outperform bonds and precious metals in the next six months, the first reading above 50% this year. Managers are less optimistic on gold prices and more optimistic on oil prices than they were in last month’s survey.
Complete results of the TrimTabs/BarclayHedge Hedge Fund Sentiment Survey for August:. . .
Accredited investors can read the entire article for free. From the September 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.
Bullish sentiment on U.S. stocks is at a five-month high among the hedge fund managers we surveyed this month. Their conviction is not especially strong, however: 38.5% of survey respondents are bullish on the S&P 500 over the next 30 days, 28.1% are bearish, and 33.3% are neutral. Bullish sentiment this month is running well above its year-to-date average of 32.6%, while bearish sentiment is in line with its 28.0% YTD average.
Just over half of the managers are bullish on the U.S. Dollar Index for the second month in a row. A larger majority expects equities to outperform bonds and precious metals in the next six months, the first reading above 50% this year. Managers are less optimistic on gold prices and more optimistic on oil prices than they were in last month’s survey.
Complete results of the TrimTabs/BarclayHedge Hedge Fund Sentiment Survey for August:. . .
Accredited investors can read the entire article for free. From the September 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
Copyright © 2010 by Barclay Hedge
Subscribe to Posts [Atom]