Category Archives: Activist Funds
Hedge Funds Flocking to Middle East as Hub Expands
(HedgeCo.Net) A notable trend in the hedge fund world is the rapid expansion of activity in the Middle East, particularly in the United Arab Emirates. The CME?Group recently opened a new office in Dubai’s financial centre, signalling strong institutional interest. FNLondon […]
Institutional Investors Pivot to Private Markets & Real Assets
(HedgeCo.Net) Institutional investors—including pension funds, endowments and sovereign wealth funds—are increasingly directing capital away from traditional public markets and toward private markets, infrastructure and real assets, reinforcing the structural growth of alternative investments. Marquee Capital Fund Key observations Alternative assets now […]
Hedge Funds in Flux: Trader Pay Soars
(HedgeCo.Net) Hedge funds are undergoing a quieter but meaningful transformation in 2025. After years of muted performance and tightening margins, the industry is recalibrating—redoubling focus on niche alpha, embracing AI infrastructure, and adapting to swelling regulatory and macro pressures. Here’s […]
Blackstone Launches Retirement Platform to Bring Private Markets Into 401(k)
(HedgeCo.Net) Private-equity giant Blackstone is building a new business aimed at unlocking the $9 trillion U.S. 401(k) market for alternative investments — a move some are calling a “revolution in retirement finance.” The firm this week unveiled Blackstone Retirement Solutions, a division designed […]
Preqin Forecasts $32 Trillion in Private-Market Assets by 2030
(HedgeCo.Net) Global alternative assets under management could hit $32 trillion by 2030, according to new projections from Preqinand BlackRock, signaling that private markets are moving from niche to mainstream. The report, Private Markets in 2030, cites declining interest rates, investor demand for diversification, and […]
Analyst Calls Ares a Buy Amid Alt-Manager Stock Slump
(HedgeCo.Net) A rough quarter for publicly listed alternative-asset managers has opened a buying window, according to Oppenheimeranalyst Chris Kotowski, who upgraded Ares Management to “Outperform” this week. Kotowski argues that investors have overreacted to isolated credit defaults, dragging down stocks like Ares, Apollo, and […]
MF Chief Flags Private-Credit Boom as a “Sleepless-Night”
(HedgeCo.Net) International Monetary Fund Managing Director Kristalina Georgieva has sounded the alarm over the explosive growth of private credit, saying the $2 trillion market could pose risks if left unmonitored. Speaking at the IMF’s annual meetings in Marrakesh, Georgieva admitted the sector […]
Wall Street’s Alts Moment: Retirement Funds, Infrastructure, AI & Democratization
(HedgeCo.Net) Alternative investments are growing into center stage as industry heavyweights push to bring private markets, infrastructure, and even crypto into broader investor hands. The space is evolving fast—with new regulatory support, shifting flows, and rising scrutiny. Private Markets Invade […]
Ken Griffin Asserts: GenAI Isn’t a Silver Bullet for Hedge Fund Alpha
(HedgeCo.Net) In a recent public comment, Ken Griffin — founder of Citadel — weighed in on the role of generative AI in hedge fund performance, cautioning that GenAI is not a reliable source of alpha on its own. BloombergGriffin’s stance is […]
Star Trader Departs LMR After Mortgage Bond Bet Backfires
(HedgeCo.Net) LMR Partners, a $12.8 billion multistrategy hedge fund, has lost one of its marquee traders, Andrew Berger, following a painful reversal in a mortgage-backed securities (MBS) trade. Business InsiderBerger, who helmed a profitable mortgage desk at LMR, had generated nearly $250 […]
Systematic Hedge Funds Struggle as Crowded Trades Turn Sharpe
9HedgeCo.Net) October has not been kind to systematic (quantitative / model-driven) hedge fund strategies. According to a client note from Goldman Sachs, systematic funds have posted daily losses every day since October 1. ReutersThese losses are often attributed to crowded trades and […]
Hedge Funds Shift Focus to Global Industrials, Cut US Equity Exposure
(HedgeCo.Net( A notable rotation in hedge fund allocation is underway: firms are trimming exposure to U.S. equities and reallocating toward global industrial and manufacturing sectors, according to Reuters. ReutersThe disinvestment from U.S. equities is not wholesale, but selective. Many funds believe […]