What is the main headwind for alternatives in second half of 2017?

April 24, 2017 @ 11:03 am
  • Overcrowding (0%)
  • Volatility (0%)
  • Overvaluations (0%)
  • Performance (0%)
  • Geopolitical risks (100%)
  • Tump/political uncertainty (0%)

How will direct and FoF investments in portfolios change over the next 12 months?

February 20, 2017 @ 11:30 am
  • No allocation to hedge funds/FoHFs (0%)
  • No change (50%)
  • Decrease in FoHF investment (0%)
  • Decrease in direct hedge fund investment (0%)
  • Increase in FoHF investment (0%)
  • Increase in direct hedge fund investment (50%)

What is most likely over the next six months:

January 24, 2017 @ 1:23 pm
  • Start of a war in South China Sea? (0%)
  • Escalation of war in the Middle East? (0%)
  • A currency war? (50%)
  • A trade war? (50%)

What are investors most worried about

January 2, 2017 @ 10:45 am
  • Geopolitical risks (0%)
  • More EU/eurozone turmoil (0%)
  • Equity markets (0%)
  • Oil/commodity price volatility (0%)
  • Impact of Brexit (0%)
  • Trump presidency (100%)

Trump presidency will

November 9, 2016 @ 12:54 pm
  • Make no difference in the long run (0%)
  • Prolong market volatility indefinitely (50%)
  • Be bad for markets (0%)
  • Be good for markets (50%)

For the next 3-6 months market volatility will

November 8, 2016 @ 6:33 am
  • Stay roughly the same (0%)
  • Decrease (0%)
  • Increase (100%)

What will be the main driver of volatility markets in the fourth quarter?

September 26, 2016 @ 5:00 am
  • Oil price fluctuations (0%)
  • Continued terrorist attacks in Europe (0%)
  • Economic uncertainty in China (0%)
  • Banking crisis in Italy (0%)
  • Lack of Brexit negotiations (0%)
  • US presidential election (100%)

What is the top challenge for active investment funds for the rest of 2016?

September 5, 2016 @ 5:00 am
  • Meeting investor demands for more transparency (0%)
  • Global markets (0%)
  • Performance (100%)
  • Fundraising (0%)

What is your view of the present investment climate?

August 8, 2016 @ 5:00 am
  • Bullish (0%)
  • Neutral (100%)
  • Bearish (0%)

What is most likely to happen before the end of the summer?

July 20, 2016 @ 11:38 am
  • Shift away from equities and bonds into alternatives gains more momentum (50%)
  • An exit referendum announced in another EU member state (0%)
  • A full-blown banking crisis in Italy (50%)

Eurozone more vulnerable to breakup following Brexit vote.

July 2, 2016 @ 10:48 am
  • Strong likelihood (50%)
  • No chance (0%)
  • Yes, absolutely (50%)

Brexit vote

June 8, 2016 @ 12:45 pm
  • Out (0%)
  • In (100%)

Are investors more focused on risk rather than returns?

May 2, 2016 @ 5:05 am
  • Maybe (0%)
  • No (33%)
  • Yes (67%)

Brexit will be

March 3, 2016 @ 8:03 am
  • Be a major concern for asset managers (30%)
  • Cause few problems for asset managers (40%)
  • A disaster for asset managers (0%)
  • Good for asset managers (30%)

When will the Bank of England start to raise interest rates?

April 4, 2016 @ 5:00 am
  • Not until 2018 (33%)
  • Second half 2017 (17%)
  • First half 2017 (50%)
  • Second half 2016 (0%)
  • First half 2016 (0%)

Will you increase investment in emerging markets in 2016?

March 18, 2016 @ 6:00 am
  • Maybe (0%)
  • No (0%)
  • Yes (100%)

Which stock market will do best in the first half of 2016?

March 28, 2016 @ 6:00 am
  • China (0%)
  • Emerging markets (100%)
  • Japan (0%)
  • Europe (0%)
  • UK (0%)
  • US (0%)

What will be the main source of market volatility in 2016?

January 18, 2016 @ 6:00 am
  • Terrorism/political risk (18%)
  • Fed raising interest rates (18%)
  • Uncertain Chinese economic progress (9%)
  • Speculative trading/market manipulation (0%)
  • Uneven global economic recovery (55%)

Which investment strategies will experience the best performance in the first half of 2016?

February 4, 2016 @ 6:00 am
  • Fixed income/credit (8%)
  • Event driven/distressed (8%)
  • Equity hedged (8%)
  • Emerging markets (8%)
  • Convertible arbitrage (0%)
  • Multi-strategy (33%)
  • CTAs/managed futures/global macro (35%)

Will you invest in an emerging manager in 2016?

January 4, 2016 @ 11:18 am
  • Maybe (9%)
  • No (36%)
  • Yes (55%)

Do you intend to increase your allocation to alternatives in 2016 by

December 6, 2015 @ 11:59 pm
  • Decrease (0%)
  • No change (22%)
  • Over 30% (11%)
  • Between 20%-30% (11%)
  • Between 10%-20% (22%)
  • Less than 10% (11%)
  • Less than 5% (23%)

Do you expect your AUM to rise in 2015?

November 8, 2015 @ 11:59 pm
  • AUM continues to fall (0%)
  • No change (33%)
  • Yes, 21%- 50% (33%)
  • Yes, 11%- 20% (17%)
  • Yes, by 1%- 10% (17%)

Which investment strategies will experience the best preformance this year?

October 4, 2015 @ 11:59 pm
  • Market neutral (0%)
  • Fixed income/credit (0%)
  • Event driven/distressed (13%)
  • Equity long/short (38%)
  • Emerging markets (38%)
  • Convertible arbitrage (0%)
  • Multi-strategy (0%)
  • Global macro (13%)
  • CTAs/managed futures (0%)

What is your global economic outlook?

September 17, 2015 @ 6:26 pm
  • Pessimistic (50%)
  • Neutral (25%)
  • Optimistic (25%)

What is your main economic concern?

August 20, 2015 @ 6:24 pm
  • Increased market volatility (0%)
  • Major falls in stock/bond markets (0%)
  • Global geopolitical instability (75%)
  • Growing government deficits (25%)

What worries you most?

July 12, 2015 @ 7:50 pm
  • Fed rate hike (29%)
  • China (43%)
  • Greece (28%)

Are US equities at risk over the next three months?

June 8, 2015 @ 4:00 am
  • Yes, expect a 10% or more pullback (77%)
  • Maybe (8%)
  • No (15%)

Are you bullish, neutral or bearish on oil?

May 7, 2015 @ 4:00 am
  • Bearish (25%)
  • Neutral (58%)
  • Bullish (17%)

What is the best trade for 2015?

April 7, 2015 @ 4:00 am
  • European equities (29%)
  • Long commodities (5%)
  • Long USD/short EUR (29%)
  • Gold (19%)
  • Short US and European sovereign bonds (0%)
  • US equities (5%)
  • Emerging market equities and bonds (13%)

Are equity markets due for a correction?

March 22, 2015 @ 4:00 am
  • Maybe (21%)
  • Yes (64%)
  • No (15%)

What are investors most worried about

February 22, 2015 @ 4:00 am
  • Deflation (21%)
  • Greece (25%)
  • Ukraine (17%)
  • Oil prices (13%)
  • Emerging markets (0%)
  • US economic mixed signals (24%)

Will the ECB QE programme

January 18, 2015 @ 10:37 am
  • be too small and too late to make a difference (26%)
  • have little impact on inflation/economic growth (35%)
  • stabilise the eurozone and kick start economies (6%)
  • stabilise the eurozone but have little economic impact (33%)