The material on this site is for financial institutions, professional investors and their professional advisers. It is for information only. Please read our Terms & Conditions, Privacy Policy and Cookies before using this site. Please see our Subscription Terms and Conditions.

All material subject to strictly enforced copyright laws. © 2022 Euromoney, a part of the Euromoney Institutional Investor PLC.

Investment trends: Investors look east and south

The Middle East and north Africa will be the top-performing regions in 2008, according to a survey of 1,000 investors by Deutsche Bank.

Investors said they would be redistributing capital away from mostly US and western European strategies to predominantly the Middle East and north Africa, Asia, Japan and Latin America. The best-performing strategies predicted by investors for 2008 are those focused on the Middle East/north Africa, Latin America and Russia. About 45% of those surveyed cited north American and western European strategies as being expected to produce the worst results. In the previous two surveys, Asian-focused funds were expected to be the top performers. "[These predictions] indicate a clear redistribution of capital towards emerging markets," says Sean Capstick, London-based co-head of the hedge fund capital group at Deutsche Bank.

It is unsurprising that macro, distressed and equity volatility are predicted to be the top performing strategies this year, and ABS and merger arbitrage the worst. Interestingly, the investors surveyed tend to be quite correct with their predictions. In Deutsche’s 2007 poll of investors, respondents predicted long/short equity, macro, event driven and distressed to be the best performers of the year. According to HFR’s strategy indices, the top performers were equity quant funds, macro, and long/short equity. Their prediction that Asia-focused strategies would outperform regionally was also correct.

You have reached premium content. Please log in to continue reading.

Read beyond the headlines with Euromoney

For over 50 years, our readers have looked to Euromoney to stay informed about the issues that matter in the international banking and financial markets. Find out more about our different levels of access below.


Unlimited access to and

Expert comment, long reads and in-depth analysis interviews with senior finance professionals

Access the results of our market-leading annual surveys across core financial services

Access the results of our annual awards, including the world-renowned Awards for Excellence

Your print copy of Euromoney magazine delivered monthly

£73.75 per month

Billed Annually


Unlimited access to and, including our top stories, long reads, expert analysis, and the results of our annual surveys and awards

Sign up to any of our newsletters, curated by our editors


Already a user?

We use cookies to provide a personalized site experience.
By continuing to use & browse the site you agree to our Privacy Policy.
I agree