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In the week ending July 18th 2025, a report by With Intelligence revealed that hedge funds enjoyed a rare sixth-consecutive month of net capital inflows in June, with an estimated $7.1 billion in monthly net inflow - the largest since March of this year - bringing the total inflow for the first half of 2025 to $30 billion. All primary hedge fund strategies delivered gains in June, led by equity funds. On a year-to-date basis, macro and equity funds have turned in the best overall performance. Overall, 42% of hedge funds were at high-watermarks at the end of the first half of 2025.

Meanwhile, Man Group, in its 'Hedge fund strategy outlook: Q3 2025' said that strong second quarter returns suggest flow-driven and frothy markets, as fundamental data releases on growth, inflation, and employment have remained largely uneventful. "Looking ahead, we see uncertainty prevailing, but we believe opportunities will emerge in certain areas of the hedge fund industry over the next six to 12 months."

Franklin Templeton's 'Hedge fund strategy outlook' echoed this sentiment - "Neutral outlook with a preference for international long/short equity, where we see an improving alpha environment as dispersion opportunities are being created by the impact of tariffs, economic policy uncertainty, higher inflation and flows."

In the meantime, CTAs generated mixed results in June - relatively good news for the strategy.In recent months, most of these funds, also called managed futures, have posted losses. The upshot is that at the year's halfway point, the dispersion of results is wider than perhaps any other strategy, At the year's halfway point, the dispersion of results of managed futures funds is wider than almost any other strategy.

In new launches, Stone Point Capital, a specialist investor in financial-services businesses for over 30 years, closed the vehicle, ......................

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