Monthly Hedge Fund Trends – October 2012 (Deutsche Bank)

October 2012

KEYWORDS: hedge fund investor, leverage, Hedge Fund Performance, Germany, Finland, Norway, asset allocation, Netherlands, China, CTA, commodity trading advisor, Hedge Fund Regulation, European, assets under management, AUM, fees, Tennessee, Brazil, Texas, pensions, Canada, Japan, Asia Pacific, Volatility, South Africa, AIFMD, ESMA, Short Selling, EMIR, MiFID, MAD, MAR, UCITS, European Commission, LIBOR, Dodd-Frank Act, CFTC, Commodity Futures Trading Commission, swap execution facility, SEF, India, South Korea, Australia

Authors:

Deutsche Bank

Organizations:
  • Deutsche Bank

Summary:

Deutsche Bank Research Highlights: “Asset Allocation: Will Q3 earnings mark the inflection point?” and “Global Economic Perspectives: Saving the euro with the ECB’s balance sheet”

Our Global Markets Strategy Research team argues that earnings have been bottoming and are set to rise.

In the second piece, our Macro Research team argues that the risk to inflation from the ECB balance sheet expansion is overestimated. While the monetization of government debt will lead to inflation, the threshold is higher than it seems at first glance.

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