Monthly Archives: February 2026
Point72 Tops Citadel and Millennium Returns as Multi-Strategy Funds Soar:
(HedgeCo.Net) In the hierarchy of modern hedge funds, performance alone no longer tells the whole story—but it still sets the pecking order. And in the latest scorecard, Point72 has nudged ahead of its two most closely watched multi-strategy rivals, Citadel […]
J.P. Morgan Sees Private Markets Near $20 Trillion as AI Surges:
(HedgeCo.Net) Private markets have always grown in the shadows of public markets—quietly funding companies before they ring the bell, financing assets before they’re securitized, and absorbing risk that banks and listed credit often can’t—or won’t—hold. What’s changed is the scale, […]
Private Credit’s Great Divide: Crisis — or No Big Deal?
(HedgeCo.Net) Private credit has spent the better part of a decade as the market’s quiet overachiever: steady coupons, seemingly low volatility, and a story investors could explain in one sentence—banks pulled back, private lenders stepped in. Assets swelled, strategies multiplied, and […]
M&A Activity Surges Near a Record $4.8 Trillion: Why the Deal Machine Is Roaring Back to Life
(HedgeCo.Net) Global mergers and acquisitions are once again approaching historic levels, with total announced deal value tracking near $4.8 trillion—a figure that puts the current cycle within striking distance of the most active periods in modern corporate history. After two years […]
Man Group Profits Dip Despite Record AUM: Scale Alone Is No Longer Enough:
(HedgeCo.Net) In an industry where assets under management are often treated as the ultimate scoreboard, Man Group’s latest results delivered a paradox: record AUM, yet softer profits. The headline is jarring at first glance. How can one of the world’s largest […]
Why Systematic and Global Macro Are Back at the Center of Institutional Portfolios:
(HedgeCo.Net) After years in which private markets, venture capital, and growth equity dominated allocator attention, institutional capital is rotating—deliberately and structurally—toward quantitative and global macro strategies. The shift is not merely tactical. It reflects a deeper reassessment of risk, liquidity, and […]
Warning! Private Credit Has a Valuation Problem:
“Private Credit’s Valuation Illusion: Why the Industry’s Fastest-Growing Asset Class Faces Its First Real Stress Test“ (HedgeCo.Net) For more than a decade, private credit has been the rare asset class that appeared to defy gravity. While public markets whipsawed through […]
Hedge Funds Post Best Year in a Decade:
“Why 2025 Marked a Structural Comeback, Not a Cyclical Bounce“ (HedgeCo.Net) After more than a decade of skepticism, fee pressure, and repeated obituaries, hedge funds delivered a result in 2025 that forced even their harshest critics to reconsider. Industry-wide returns […]
Private Credit in Emerging Markets Surges to Record Levels:
“The New Frontier of Private Credit: Why Capital Is Flooding Emerging Markets—and What Could Go Wrong“ (HedgeCo.Net) Private credit’s next growth chapter is no longer in New York, London, or Frankfurt. It is unfolding in Mumbai, São Paulo, Mexico City, […]
Evergreen Alternative Funds Surge to $493 Billion:
The Evergreen Revolution: How Perpetual Alternative Funds Are Redefining Access, Liquidity, and Risk (HedgeCo.Net) Evergreen alternative funds—once a curiosity—have quietly grown into one of the most transformative forces in asset management. With assets approaching $500 billion, these continuously offered vehicles […]
Amazon Becomes the Most-Owned Stock Among Hedge Funds:
“Why Hedge Funds Are Buying Amazon Hand Over Fist— and What That Says About the New Tech Trade.” (Hedge Co.Net) In early 2026 filings, one name appeared with remarkable consistency across hedge fund portfolios: Amazon. Once viewed as a perpetual […]
Hedge Funds Push Into Quantum Computing:
“The Next Frontier: Why Hedge Funds Are Quietly Positioning for a Quantum Computing Breakthrough.” (HedgeCo.Net) Quantum computing has long lived on the fringes of institutional portfolios — fascinating, futuristic, and fundamentally uncertain. For years, it was the domain of venture […]