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attention! the yield of “leaders” is declining

2024-09-18

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the latest performance of the five major strategies of private equity was released recently. according to statistics from private equity ranking network, as of september 6, the average return rate of private equity funds this year was negative, among which only bond strategies and cta (commodity futures) strategies achieved profits, with bond strategies leading the yield rate and stock strategies at the bottom.

however, from a short-term perspective, the yield of bond strategy private equity funds, which have led the market this year, has declined significantly since the third quarter. in the view of many top private equity professionals, as the central bank takes frequent actions and policies continue to promote economic recovery, there will be both risks and opportunities in the subsequent bond market. therefore, bond strategy private equity funds need to enrich their sources of income and guide investors to lower their yield expectations.

bond strategy leads performance

the latest statistics from private equity ranking network show that as of september 6, the average drawdown of private equity funds in the past week was 1.38%, and the average drawdown of private equity has expanded to 8.38% since the beginning of this year.

in terms of strategies, bond strategy and cta strategy achieved positive returns.

according to statistics, as of september 6, the average return of private equity bond strategies this year was 2.69%, followed by cta strategies with an average return of 1.59%. due to the continuous volatility of the equity market this year, the overall performance of stock strategies was at the bottom, with an average drawdown of 12.29% this year, while the average drawdowns of combination fund strategies and multi-asset strategies were 4.91% and 5.54% respectively.