Monthly Archives: January 2026

Citadel’s Ken Griffin Outlines Macro & Market Opportunities and Challenges in 2026:

(HedgeCo.Net) At the World Economic Forum in Davos this month, Ken Griffin emphasized that bond markets are signaling deep concerns about fiscal policy and sovereign debt risks — particularly in the United States. According to Griffin, the recent Japanese bond-market sell-off — where long-dated […]

Blackstone, Apollo, and Ares Push Private Markets Into 401(k)s:

(HEedgeCo.Net) The alternative investment industry has reached a defining moment. For decades, private equity, private credit, and other alternative strategies were designed almost exclusively for institutional investors—pension funds, sovereign wealth funds, endowments, and ultra-high-net-worth individuals. Illiquidity, complexity, and regulatory constraints […]

Elliott Management and the Return of Activism:

(HedgeCo.Net) In 2026, activist investing is back in force — and few firms embody that resurgence more clearly than Elliott Management. After several years in which activism was constrained by elevated equity valuations, abundant liquidity, and accommodative capital markets, today’s environment […]

Crypto at a Crossroad: Regulation, Institutions, and Market Flux in 2026

(HedgeCo.Net) On January 27, 2026, the cryptocurrency industry finds itself at a critical juncture — marked by regulatory momentum in Washington, evolving institutional participation, and heightened macroeconomic forces reshaping investor behavior. After years of debate over how digital assets should […]

Point72 and the Hedge Fund Expansion into Private Credit and Specialization:

(HedgeCo.Net) Point72 Asset Management may not match Bridgewater, Citadel, or Millennium in raw assets under management, but it epitomizes the most proactive trend among major U.S. hedge funds in 2026: strategic expansion into private credit and hybrid alpha strategies.  What makes Point72’s evolution […]

Citadel and Millennium: Why Multi-Strategy Hedge Funds Are Winning the Capital War:

(HedgeCo.Net) If macro defines the risk environment of 2026, multi-strategy hedge funds define its execution. At the top of that hierarchy sit Citadel and Millennium Management — two firms that have become essential allocations for institutional investors seeking consistent, risk-adjusted returns. Their dominance is no […]

Bridgewater CIOs Warn: AI Spending Is Reshaping Global Markets—and Redefining Capital Cycles:

(HedgeCo.Net) The global investment landscape is being quietly—but fundamentally—rewired by an unprecedented surge in artificial intelligence spending, according to top executives at Bridgewater Associates, the world’s largest hedge fund. In a new outlook that has quickly become one of the most […]

BlackRock TCP Capital’s Plunge Underscores Private Credit Risk:

(HedgeCo.Net)  BlackRock TCP Capital Corp. (TCPC) experienced a dramatic 14% stock slide following disclosure of a 19% drop in fourth-quarter net asset value (NAV), underscoring mounting stress in parts of the private credit universe.  Private credit — long heralded as a resilient alternative to […]

Blackstone & KKR Lead the 2026 Private Equity Renaissance:

(HedgeCo.Net) Blackstone Inc. and KKR & Co. are increasingly shaping what industry analysts are calling a full-scale private equity renaissance in 2026, driven by renewed deal-making momentum, strategic deployment of dry powder, and the possibility of a rebound in new issuance following years of relative […]

Greenlight Capital Closing to New Investors:

(HedgeCo.Net) David Einhorn’s Greenlight Capital is moving to close its hedge fund to new investments effective July 1, 2026, a capacity decision that arrives at a moment when allocator interest in hedge funds is rising again—but conviction about public-market valuations is […]

Bitcoin price under pressure, testing key support levels:

(HedgeCo.Net) Bitcoin’s price recently dropped toward one-month lows, continuing weakness from last week as traders positioned for the Federal Reserve’s upcoming policy decision and broader macro caution. BTC trading has extended recent losses, reflecting subdued sentiment as leveraged positions unwind and […]

Global Hedge Fund Assets Surpass $5 Trillion for the First Time:

(HedgeCo.Net). For more than a decade, the hedge fund industry has lived in a paradox: indispensable to institutional portfolios, yet perpetually questioned in public markets. Fees were debated, “alpha drought” narratives came and went, and investors periodically swung between love […]