H2O Barry Active Value and H2O Barry Short, both Irish UCITS, are the first funds
specifically designed to address the problems associated with the current scarcity of
liquidity in the marketplace following the regulatory crackdown on financial institutions.
An uneventful week for hedge funds. Amid reduced trading volumes and a pause in the Reflation trade, most Lyxor indices were about flat. CTAs and Macro funds stood out, in symmetry. The former lost on US yields and equities, the latter gained on their long US bonds and short Euro bonds. In this piece, we present our 2017 outlook for hedge funds.
It would be an understatement to say that active investing has been challenged in 2016.
Political risks loomed large and the switch from deflation fears to reflation hopes in H2 led to
sizeable trend reversals across the board. This took most investors by surprise.
With U.S. data releases in the black and the Fed ready to act, Treasury yields kept creeping higher over the recent weeks. Meanwhile, the ECB recently signaled it may extend its bond buying program at the current € 80bn per month beyond March 2017 (the final decision is likely to be announced on December 8th).
The GAM Systematic Global Equity Market Neutral fund uses systematic strategies and proprietary trading systems to invest in global single-name equities. Designed to deliver returns uncorrelated with a long-only equity portfolio...