Mon, Jun 29, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing

Opalesque Roundup: Macro hedge funds dominate January returns as volatility drives performance
Monday, February 09, 2026

Macro hedge funds captured exceptional returns during January's volatile market conditions, extending the strong performance momentum that defined 2025. Haidar Capital posted a remarkable 19 percent gain for the month, capitalizing on sharp movements across rates, foreign exchange and commodities markets. The performance underscores how experienced macro managers have thrived amid central bank uncertainty and heightened geopolitical risk.

Broader industry data confirms macro strategies led hedge fund returns as markets experienced significant volatility. Discovery Capital Management, led by Tiger Cub Robert Citrone, delivered its strongest monthly performance since November 2024, benefiting from well-positioned trades across rates and currencies. Singapore-based Dymon Asia Capital and systematic fund Pinpoint Asset Management both posted their best monthly returns since 2020, reflecting the favorable environment for diversified global macro approaches.

Multi-strategy platforms including Citadel and Schonfeld Strategic Advisors also started 2026 with strong January gains, driven by equity trading, fixed income strategies and improved market volatility. The performance builds on what industry observers described as the strongest annual returns for hedge funds since the 2009 financial crisis, with macro strategies leading the industry to exce......................

To view our full article Click here
Article link
Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Other Voices: Nvidia extraordinary growth and the challenge of sustaining demanding valuations over time[more]

    Antonio Di Giacomo, Senior Market Analyst at XS.com, writes: Nvidia has established itself as one of the most extraordinary growth companies in the global technology sector. Over the past two fiscal years, its revenues have risen from levels close to $60 billion annually to well above $120 billi

  2. Secondaries take center stage: What the 2026 PE landscape means for GPs and investors[more]

    Matthias Knab, Opalesque for New Managers: The 2026 edition of Dechert's Global Private Equity Outlook - "Signs of a Gradual Thaw" - marks a notable shift in industry sentiment. After years of compr

  3. And, finally: Time to share it with the people[more]

    From Newsoftheweird: Leavenworth, Washington, has become a tourist destination because of the Bavarian theme businesses have adopted there, NPR reported. One shop, the Leavenworth Nutcracker Museum, houses the world's largest nutcracker collection, thanks to 101-year-old Arlene Wagner. Wagner sta

  4. Opalesque Exclusive: Private Markets Evergreen Funds - An Insider's View[more]

    Matthias Knab, Opalesque for New Managers: Private Markets Evergreen Funds: What Investors Need to Know Before They Dive In The democratization of private markets is well underway. Structural barriers t

  5. Opalesque Exclusive: Governance, Scale, and Boutique Resilience in a Consolidating Hedge Fund Industry[more]

    Matthias Knab, Opalesque for New Managers: The hedge fund industry has undergone significant consolidation in recent years, with capital increasingly concentrated among large multi-strategy platforms. Yet boutique m

Click here for More about Opalesque Tracking
- A new, unique Premium Service -
  1. TOMS
  2. CIFC
  3. Zimmer Partners
  4. Orion Commodities
  5. Qube
  1. mortgage fund
  2. fund manager
  3. HBK
  4. Kenmar
  5. new fund launch