Monthly Hedge Fund Trends – February 2013 (Deutsche Bank)

February 2013

KEYWORDS: housing, hedge funds, Equity markets, Hedge Fund Performance, hedge fund investor, leverage, CFTC, Commodity Futures Trading Commission, ESMA, AIFMD, Office of the Comptroller of the Currency, Dodd-Frank Act, asset allocation, money markets, event driven, European Union, EU, Asian Hedge Funds, Institutional Investors, China, United Kingdom, EMIR, UCITS, CRD IV, Financial Transaction Tax, FTT, Portugal, FSOC, Financial Stability Oversight Council, Daniel Gallagher, SEC, Securities and Exchange Commission


Deutsche Bank

  • Deutsche Bank


Deutsche Bank Research Highlights: “US housing recovery: Engine of growth in 2013” and “Investor Positioning and Flows: Underweights and Inflows Supporting Equities”

Our Global Markets Research team believes that 2012 marked a turning point in the US housing market recovery and expect housing to be an important engine of growth in 2013. They project that house prices will rise 3.9% y/y, and the resulting wealth effect will add about $85 billion to real personal consumption expenditures.

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