RSS
|
Three currents ran through the week's reporting. Capital is arriving faster than the industry expected at the start of the year. The largest platforms are absorbing most of it. And an AI-led equity tape is quietly punishing the managers built to be indifferent to direction. Alongside those sat a smaller but revealing story: a growing number of principals are now choosing where to be domiciled with the same care they once reserved for choosing where to be positioned. Opalesque Exclusives this weekEXCLUSIVE Allocators double their pace into hedge funds as equity long/short carries the first half BNP Paribas' mid-year survey, "The Halfway Mark", polled 175 allocators in 18 countries running a combined USD 1.2 trillion in hedge fund assets. They added a net USD 26.8 billion in the first half, more than twice the USD 10.8 billion reported for the same period of 2025, and plan a further USD 24.9 billion before year-end. Equity long/short, not macro, was the strategy that delivered. EXCLUSIVE Why Chenavari as European credit manager writes white papers on packaging Credit hedge funds do not usually publish eighty pages on beer bottles, shampoo pouches and paper coffee cups. Chenavari Investment Managers, the London-based European alternative fixed income manager founded by Loic Fery in 2008, jus...................... To view our full article Click here |
Alternative Market Briefing Weekly
Saturday, September 12, 2026
|
|
|
