NEWSROOM

  • Research

    What Do European Elections Mean for Markets?

    In our latest edition of Investment Strategy, Lyxor Senior Cross-Asset Strategist Philippe Ferreira breaks down the possible effects of European elections, exploring how the fallout of political uncertainty could bear consequences on a number of levels.

  • Research

    Flows into Hedge Funds Turn Positive but Lack Conviction

    The latest round of business surveys helped to devise a clearer macro picture globally. According to composite PMI indices, the global economy bottomed out in January 2019 and has experienced a mild rebound since then.

  • Research

    Hedge Fund Performance in Q1 and the Way Forward

    In a context were both equity and bond markets rallied in Q1, hedge funds delivered returns close to +2.5% according to the Lyxor Global UCITS peer group. High beta strategies such as Special Situations, EM Global Macro and directional L/S Equity outperformed (+3.5 to +4%). Meanwhile, relative to others, low beta strategies such as L/S Equity Market Neutral and Merger Arbitrage underperformed (+0.5% to +1%).

  • Research

    Stock-picking alpha outlook for Q2

    The alpha environment is normalizing after months of rollercoasting. From October to December 2018, the economic deceleration led by slumping global trade, was largely amplified by a sudden tightening in global liquidity.

  • Research

    ETF Money Monitor - March 2019

    Net new assets in the European ETF market slowed in March to €5.2bn from the €13.7bn we saw in February.

  • Research

    Implications for Hedge Funds of the Renewed Quest Yield

    As the first quarter of 2019 is coming to an end, we discuss recent hedge fund performance and our midterm outlook for hedge fund strategies. The recent turnaround in the global monetary stance, led by the Fed and more recently by the ECB, has further fueled the fixed income and credit market rally.