GAIM Survey: Hedge Fund Managers Predict Global Macro Strategies Will Outperform in 2012

Hedge fund managers predict global macro strategies will deliver the best returns in 2012 and they continue to see Brazil, China and India as the most rewarding regions for investing, according to a GAIM survey of 185 members of the hedge fund industry. Asked reasons that a global recovery might be derailed next year, respondents cited a range of worries, with the Eurozone crisis, global monetary policy uncertainty and the US deficit topping the list.

“The results reflect the array of macro-headwinds driving markets right now,” commented Amanda Rodrigues-Cheung, GAIM Event Director. Top economists, hedge funds and policy makers will be addressing all these issues at the GAIM GMA event this fall in NYC.

More hedge fund managers think global macro will outshine 17 other competing strategies in 2012, the survey found. Of the 55 hedge fund managers who responded to the 2011 GAIM GMA Hedge Fund Sentiment Survey, 22% picked global macro, followed by event-driven (11%) and commodities-based strategies and U.S. long/short equity (9%). Global macro was also chosen most often by investors in hedge funds as most likely to outshine other approaches (23%).

The hedge fund managers in the GAIM survey currently manage assets ranging between less than $100 million to more than $5 billion. GAIM conducted the survey in mid-August as financial markets fluctuated in response to growing investor fears of a second recession and mounting economic woes in Europe.

The GAIM Survey was conducted in preparation for the 2nd Annual GAIM GMA (Geopolitical Risk, Macro Economic Insight and Alternative Investment) Event on October 11th and 12th at the Sentry Towers in New York City. GAIM GMA is the New York-based sister event of the flagship hedge fund industry conference GAIM USA held each January in Boca Raton, Florida.

About Alex Akesson

Alex has been specializing in hedge fund and alternative investment news since April 2006. Working mainly in research and manager interviews, she has published breaking news on the hedge fund industry on her blog, as well as several industry publications. Her access to hedge fund managers gives her insight into news stories as well, and the ability to track press releases and other breaking news in real time.
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