Members of German market information provider, DMSA Deutsche Markt Screening Agentur say Evergrande has defaulted; Analysts are split over whether the market is approaching stagflation or pointing to a healthy recovery; Low hedge fund returns and high management fees have seen pension fund allocations fall but CPPIB is keeping the faith; and more.
While the average hedge fund asset allocation by public pension funds has been on the decline due to concerns with low performance and high fees, interest from Canada’s largest pension fund remains strong.
Allocation to hedge funds is set to rise in the second half of the year, propelled by their strong performance in 2020 and the current macro environment.
The financial meltdown of the family office has highlighted a need for greater risk control and a more cautious approach to portfolio diversification among its peers.
2020 was widely regarded as a banner year for hedge fund managers. Given that market volatility will likely continue this year, experts share their views on the sector's outlook.
Alternative asset data provide Preqin predicts alternative assets will rise 60% by 2025, propelled in part by rising demand from regional investors in this region.
The hedge fund industry has been relatively slow to embrace environmental, social and governance (ESG). But this looks likely to change as asset owners increasingly demand it.
A new study by Aima and EY says that Asian hedge funds are more diverse than their European counterparts, but that they still need to do more.
Investors also seem better able to pick passive onshore China equity-heavy products than active ones, finds Morningstar research.
Alaska Permanent Fund is gearing up to trade Chinese debt after including it in its index this year, and would like to find more Asian fund managers for its absolute return portfolio.
A survey of over 300 institutional investors by Credit Suisse reveals they are seeking to access emerging markets via hedge funds, particularly China.
Industry advisers believe select hedge fund strategies will enjoy some demand from asset owners seeking to navigate unpredictable markets this year.