Seeyond was until now the quantitative investment division of Natixis Asset
Management, itself an affiliate of Natixis Investment Managers. Seeyond aims to double
its assets under management by 2021 and expands its global reach.
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.
According to Amit Kumar and Ashish Kochar, US Equity Portfolio Manager at Columbia Threadneedle Investment, investor caution on market outlook places increased focus on generating alpha. Long-short equity portfolios have the potential to generate greater alpha as individual stock returns diverge.
For the first time since October 2016, the monthly performance of Event-Driven funds was in negative
territory. The strategy remains nonetheless the stellar performer in 2017, up 5.7% year to date according to
the Lyxor Event Driven Broad index.
Intensifying stress over North Korea boosted most safe havens while dragging risk assets. VIX rocketed up,
DM govies yields retraced, credit spreads widened, and gold progressed. This move quickly reversed upon
signs of de-escalation...