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Barclay Hedge Fund Index Loses 0.02% in September; Rising Interest Rates and Trade War Fears Dampen Enthusiasm

FAIRFIELD, Iowa, October 15, 2018 — Hedge Funds slipped 0.02% in September according to the Barclay Hedge Fund Index compiled by BarclayHedge, versus a 0.57% increase in the S&P 500 Total Return Index. Year to date, the Barclay Hedge Fund Index is up 1.25%, while the S&P has gained 10.57%.

“In spite of interest rates reaching multi-year highs, US equities were able to squeak out a modest profit,” says Sol Waksman, founder and president of BarclayHedge. “However, hedge fund returns were mixed. Winners and losers were evenly split.”

Out of Barclay’s 17 hedge fund indices, 12 gained ground in September while five indices had losses.

The Healthcare & Biotechnology Index was up 0.83%, continuing its six-month winning streak. Fixed Income Arbitrage gained 0.71%, European Equities were up 0.60%, and Pacific Rim Equities gained 0.66%.

Emerging Markets gave up 1.20% in September, the Equity Long Bias Index lost 0.15%, and Global Macro was down 0.05%.

“Declining Chinese exports and a weakening Yuan in the face of increasing US tariffs and interest rates have led to heightened investor concerns about emerging markets,” says Waksman.

At the end of September, 13 hedge fund indices have positive returns for the year, while four have losses.

Healthcare & Biotechnology is up 17.55%, the Technology Index has gained 14.56%, Distressed Securities are up 8.10%, European Equities have a 3.19% return, and Equity Long Bias has gained 3.17%.

The Emerging Markets Index has lost 7.83% in 2018, Pacific Rim Equities are down 2.34%, the Multi Strategy Index has a 0.51% loss, and Global Macro is down 0.47%.

The Barclay Fund of Funds Index gave up 0.31% in September, but still has a 0.36% gain for the year.

For a complete table of BarclayHedge Hedge Fund Index and Sub-Index numbers for September as well historical returns, click here.

About BarclayHedge

Sol Waksman is an experienced media source, providing perspectives on hedge fund and managed futures trends. For more commentary or background, call 641-472-3456 or email swaksman@barclayhedge.com.

BarclayHedge is the global leader in providing independent, research-based information services to the alternative investment industry. Founded in 1985, Barclay currently maintains data on more than 6,900 hedge funds, funds of funds, and CTAs. No one has been in the business of collecting alternative investment data longer than BarclayHedge.

Institutional investors, brokerage firms, and private banks worldwide utilize BarclayHedge indices as performance benchmarks for the hedge fund and managed futures industries.


Sol Waksman

BarclayHedge, Ltd.

(641) 472-3456