Monthly Archives: January 2026
Private Credit Faces Billions in Withdrawals: The Alternative Lending Boom Meets Its First Real Stress Test:
(HedgeCo.Net) For more than a decade, private credit has been one of the fastest-growing segments of the alternative investment universe. Fueled by bank retrenchment, post-crisis regulation, and an extended era of low interest rates, private lenders stepped into the void—providing flexible capital […]
Goldman Sachs’ $2.8 Billion Co-Investor Deal Signals the Next Phase of Institutional Capital Strategy:
(HedgeCo.Net) In a private markets environment increasingly defined by scale, selectivity, and balance-sheet discipline, Goldman Sachs has once again underscored its strategic positioning with a $2.8 billion co-investor transaction—a deal that highlights how the world’s largest financial institutions are reshaping capital deployment in […]
Wall Street Braces for a Private Credit Meltdown:
(HedgeCo.Net) For more than a decade, private credit was Wall Street’s cleanest growth story: a vast pool of institutional capital stepping into the space banks retreated from after the financial crisis, lending directly to middle-market companies and private equity–backed issuers. […]
EQT Acquires Coller Capital for $3.7B:
(HedgeCo.Net) In one of the most consequential private-markets transactions of early 2026, Swedish alternative-asset manager EQThas agreed to acquire UK-based Coller Capital, a pioneer in private equity secondaries, in a deal valued at $3.2 billion upfront with up to $500 million in additional contingent consideration—putting the […]
Mega-Cap Earnings This Week Could Lift a Stock Market That’s Broadening Out:
(HedgeCo.Net) After more than a year in which U.S. equity markets appeared narrowly dependent on a handful of mega-cap names, a subtle but important shift is underway. As earnings season accelerates, investors are watching a critical test: whether blockbuster results […]
“AI as a Capital Cycle” Reshapes Deal Flow:
(HedgeCo.Net) AI isn’t just a tech story at the largest alternative firms—it’s a capex-and-credit story, a data-center story, an infrastructure story, and a deal-structure story. The biggest managers are now framing AI as a multi-year investment cycle that affects everything from power […]
Record Gains, Massive Inflows, and Hedge Fund Renaissance:
(HedgeCo.Net) The hedge fund industry is experiencing what many allocators and strategists are calling a renaissance — marked by record profits at iconic managers, the largest inflows in nearly two decades, and expanding influence across sectors such as industrials and China-focused equities. […]
J.P. Morgan Unveils Its 2026 Global Alternatives Outlook:
(HedgeCo.Net) J.P. Morgan Asset Management has released its eighth annual Global Alternatives Outlook, a 12–18 month forward view across major alternative asset classes—real estate, infrastructure, transportation, timberland, hedge funds, private equity, and private credit—framing 2026 as a year when private markets […]
2026 Challenging for Quant Hedge Funds:
(HedgeCo.Net) Quant hedge funds sell a simple promise: rules over emotion, diversification over concentrated bets, and a repeatable process that can compound across cycles. Yet when quant funds hit a rough patch, the drawdowns can feel abrupt—and eerily synchronized—because many […]
Crypto Rebound…Recovery in Motion:
(HedgeCo.Net) On January 22, the total cryptocurrency market capitalization rebounded modestly, rising approximately 1.5% after recent declines as traders and investors repositioned across tokens. About 87 of the top 100 cryptocurrencies appreciated in the last 24 hours, supported by recovering risk sentiment and […]