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"Death of Equities?" Assets in fixed income hedge funds are set to overtake those in equity...

"Death of Equities?" Assets in fixed income hedge funds are set to overtake those in equity strategies for the first time in the history of the industry, according to HFR. The move jibes with other stories from 2012 about the abandoning of stocks for the "safety" of fixed income.
Comments (9)
  • Drew Robertson
    , contributor
    Comments (314) | Send Message
     
    Did someone ring a bell? I thought I heard a bell.
    10 Dec 2012, 08:26 AM Reply Like
  • Ted Bear
    , contributor
    Comments (589) | Send Message
     
    Equities don't revert to 'normal' valuations until the Fed removes the punch bowl.

     

    You tell me when that is likely to happen, and I'll tell you when the top in equities is likely occur.

     

    Until then, you, sadly, just buy blindly on any weakness and enjoy the high.
    10 Dec 2012, 08:32 AM Reply Like
  • Nicholas Pardini
    , contributor
    Comments (423) | Send Message
     
    Looks like its time to short bonds finally. Fundamentals have been there, but now the ultimate contrarian signal back it up. In previous bear market bottoms such as 1933 and 1982, bond prices fell with stocks at the same time. With interest rates as low as they are currently, Treasuries are hardly safe.
    10 Dec 2012, 09:06 AM Reply Like
  • iknow777
    , contributor
    Comments (32) | Send Message
     
    You are right on and may I add that hedge funds must like punishment, in this case a soon to be inflationary economy and a massive hit to all fixed income instruments.
    10 Dec 2012, 03:53 PM Reply Like
  • bbro
    , contributor
    Comments (9488) | Send Message
     
    Did somebody say duration risk???
    10 Dec 2012, 11:38 AM Reply Like
  • bbro
    , contributor
    Comments (9488) | Send Message
     
    Look at what happened between June 2003 and June 2006....
    10 Dec 2012, 11:40 AM Reply Like
  • bbro
    , contributor
    Comments (9488) | Send Message
     
    For that matter look at Jan 1957 to Jan 1960...
    10 Dec 2012, 01:53 PM Reply Like
  • Roger Newman
    , contributor
    Comments (252) | Send Message
     
    C'mon people, hedge funds have the smartest people on the planet, right? right?
    10 Dec 2012, 01:19 PM Reply Like
  • Whitehawk
    , contributor
    Comments (3129) | Send Message
     
    Look at a 10-yr chart of TLT. Enough said.
    10 Dec 2012, 02:20 PM Reply Like
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