🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?Explore for Free

NZ dollar, Japan bonds zap trend hedge fund August returns, bank data shows

Published 09/10/2024, 12:41 PM
Updated 09/11/2024, 04:55 AM
© Reuters. A New Zealand Dollar note is seen in this picture illustration June 2, 2017. REUTERS/Thomas White/Illustration/File Photo
EUR/USD
-
GBP/USD
-
USD/JPY
-
AUD/USD
-
NZD/USD
-
USD/MXN
-
JP225
-
US2YT=X
-
JP10YT=XX
-

By Nell Mackenzie

LONDON (Reuters) -Trend-following hedge funds took a hit from their bets on the New Zealand dollar and Japanese stocks and bonds in August, when global markets were rattled by extreme volatility, according to Societe Generale (OTC:SCGLY) data seen by Reuters.

These funds finished August with long positions in Japanese government debt, U.S. equities and the Australian and New Zealand dollars, SocGen data showed.

Some of the asset classes now favoured by the trend hedge funds that use algorithms to catch and ride price movements have proven loss-making this year, according to the data.

However, it was not clear whether they held bullish or bearish positions when they incurred the losses.

August's worst bets for hedge funds were in 10-year Japanese government bonds, the Nikkei 225, the New Zealand dollar as well as German and Italian stock markets, the SocGen note said.

The Mexican peso, the British pound, the euro, blended gasoline and U.S. 2-year Treasuries have all been losing trades this year so far, but in August they proved profitable.

The sudden reversal of crowded equity and foreign exchange trades last month was sparked by the unwinding of massive carry trades - in which investors had borrowed low-yielding currencies like the Japanese yen to buy higher-yielding assets - that in turn generated a vicious feedback loop of equity price drops, volatility and hedge fund selling.

The market ruction was short-lived and world stocks returned to record highs later in that month.

This proved tough for some trend followers, which saw double-digit performance declines during August, including funds within Eclipse Capital Management, Drury Capital and SEB Asset Management, which all posted negative performances of over 10%, the note showed.

The funds within Drury Capital Management and SEB Asset Management are still up 3.45% and 0.57% for the year to end-August, respectively, according to the SocGen data.

© Reuters. A New Zealand Dollar note is seen in this picture illustration June 2, 2017. REUTERS/Thomas White/Illustration/File Photo

Hedge funds which put on shorter-term trades recorded the best August results. These included funds within Revolution Capital Management, Altiq and Crabel Capital Management, showed the bank data. These firms finished August with between a 3.8% and 4.5% positive performance, according to SocGen.

Altiq and SEB Asset Management declined to comment. The other funds did not immediately respond.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.