Tuesday, October 7, 2014
TrimTabs/BarclayHedge Survey of Hedge Fund Managers - September 2014 Survey
The topical study from the October 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 are showing little consensus on U.S. stocks this month: 37.4% of respondents are neutral on the S&P 500 over the next 30 days, 32.3% are bullish, and 30.3% are bearish. Sentiment in the survey has been much the same since January, averaging 38.3% neutral, 32.6% bullish, and 29.1% bearish.
Managers’ optimism on the U.S. Dollar Index jumped to an all-time high this month, but their pessimism on 10-year U.S. Treasuries nearly doubled. More than half of survey respondents expect equities to outperform bonds and precious metals in the next six months, and more than two-thirds think developed markets will outperform emerging markets. Managers are more bearish on oil and gold prices compared with last month’s survey.
Complete results of the TrimTabs/BarclayHedge Hedge Fund Sentiment Survey for September:. . .
Accredited investors can read the entire article for free. From the October 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 are showing little consensus on U.S. stocks this month: 37.4% of respondents are neutral on the S&P 500 over the next 30 days, 32.3% are bullish, and 30.3% are bearish. Sentiment in the survey has been much the same since January, averaging 38.3% neutral, 32.6% bullish, and 29.1% bearish.
Managers’ optimism on the U.S. Dollar Index jumped to an all-time high this month, but their pessimism on 10-year U.S. Treasuries nearly doubled. More than half of survey respondents expect equities to outperform bonds and precious metals in the next six months, and more than two-thirds think developed markets will outperform emerging markets. Managers are more bearish on oil and gold prices compared with last month’s survey.
Complete results of the TrimTabs/BarclayHedge Hedge Fund Sentiment Survey for September:. . .
Accredited investors can read the entire article for free. From the October 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]