Monthly Archives: April 2015

Poll Result: 53.33% agree that the capital markets revolution is still broadly underestimated

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In our last newsletter Christoph Bruns of Loys AG stated that the capital markets revolution is still broadly underestimated.

We asked our readers whether they agree with his view.

The opinions were divided as one might expect with a topic as controversial as whether future history books will describe the current economic developments as a veritable revolution in the financial world.

Please see below the results and a few opinions that disagree with the author.

Poll Result April 2015 Read More

Hedge Fund Statistics April 2015: Focus on L/S Equity Funds

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2015_04 ls equity hf asset flows

 

Long/short equity hedge funds just recently reached record breaking assets under management of US$ 751 billion, surpassing the old record of US$ 747 billion from 2007. After having lost US$ 245.4 billion of assets until the end of 2009 due to the financial crisis, L/S equity funds have not only had positive net asset flows since then, but also generated returns for investors. As of end of March 2015 the year to date performance stands at 3.21%. The strongest performance this year comes from L/S equity funds focussing on India (10.47%), Greater China (5.25%) and Europe (5.25%) so far.

For more information click here.

Opinion: The capital markets revolution is still broadly underestimated

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Christoph BrunsChristoph Bruns
Fund Manager, Partner and Board Member, Loys AG

When future history books will describe the economic developments of the last ten years, they will have to talk about a veritable revolution in the financial world.
The great financial crisis which erupted as a subprime debt crisis in the United States served as catalyst for the ensuing radical changes. The main financial asset class of the world – bonds – is almost headed for extinction unless the Savers of the world are willing to accept ultra low real interest rates for longer periods to come. Given the needs for financial returns within the aging populations of most of the developed parts of the world, such a scenario is unlikely because it is uneconomic. Indeed, the demographic challenges of most western countries as well as China will be the dominant obstacle to economic growth in the decades to come. Read More