Persistent trends across asset classes continued to fuel CTA returns over the recent weeks. According to
several benchmarks of performance, January is on track to see them delivering the highest monthly returns
in a decade!
Faced with low interest rates and relatively high valuations for risk
assets, large global institutional investors are looking to protect themselves against downturn risks
through maintaining their cash levels and selectively increasing allocations to active strategies,
according to a new survey by BlackRock
Tim Haywood, investment director for absolute return fixed income strategies, shares his views on the current macroeconomic environment and opportunities in the bond markets.
The world's largest 100 alternative asset managers saw assets under management increase by 10% in 2016, rising to $4 trillion, according to the 2017 edition of Willis Towers Watson's Global Alternatives Survey.
Mounting signals that the latest leg of the bond market rally has started to reverse fueled hedge fund
strategies last week. Most recent inflation prints outpaced expectations both in the U.S. and the U.K., as
consumer prices rose +1.9% and +2.9% year-over-year in August, respectively.