Tag Archives: AI
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 […]
The Alternative Data Arms Race: Why Hedge Funds Are Spending More Than Ever:
(HedgeCo.Net) If hedge funds once competed on intuition, relationships, and proprietary models, today they compete on information velocity. In 2026, alternative data spending across hedge funds has surged to record levels. The reason is simple: data has become the primary raw material […]
How AI, Data, and Private Capital Are Rewriting the Alternative Investment Playbook:
(HedgeCo.Net) Alternative investment managers are navigating one of the most consequential strategic inflection points in modern financial history. After more than a decade defined by ultra-low interest rates, financial engineering, and valuation expansion, the industry has entered a fundamentally different […]
Why the World’s Largest Hedge Fund Is Positioning for Durability, Not Hype:
(HedgeCo.Net) When Bridgewater Associates adjusts its equity exposure, markets tend to pay attention—not because Bridgewater chases short-term performance, but because its positions often reflect deep macro judgments about where the global economy is headed. The firm’s recent purchases of Dell Technologies and UnitedHealth Group are a case […]
Blackstone’s “Defensive Pivot” Week: Home Services Deal + AI Infrastructure:
(HedgeCo.Net) If one firm is embodying the “adapt fast” mentality today, it’s Blackstone—because it’s simultaneously making a classic defensive private equity move and leaning into the AI infrastructure buildout that is reshaping real assets. The deal everyone is talking about: Champions Group […]
Blackstone Leads Race to Unlock $7 Trillion of Cash in Japan
(HedgeCo.Net) Japan is sitting on an estimated $7 trillion in idle corporate cash, a legacy of decades of conservative balance sheets, deflationary psychology, and governance structures that historically prioritized stability over capital efficiency. Today, that capital is increasingly viewed not as […]
Quant Giants, Two Sigma’s Governance Stress Meets Millennium’s Buildout Moment:
(HedgeCo.Net) If multi-strategy hedge funds are the defining trading institutions of this era, then large quant-driven firms are the defining systems institutions—built on code, data, and organizational stability. That’s why a different kind of headline is resonating right now: not a trade, […]
Point72 at a Strategic Inflection Point — Performance, Reorganization, and Expanding Horizons in 2026:
(HedgeCo.Net) Point72 Asset Management, the multi-strategy hedge fund founded and led by billionaire investor Steven A. Cohen, is generating headlines across the alternative investment landscape as it navigates a dynamic market environment, reinforces its structural foundation, and pursues opportunities inside […]
AI Fears Hammer Alternative Asset Managers:
(HedgeCo.Net) Alternative asset managers are learning—again—that markets don’t need a recession to punish a business model. They only need a credible narrative that compresses future cash flows. In early 2026, that narrative has a clear label: AI. Not AI as a […]
Data Centers are Powering Blackstone’s $1.3 Trillion Investment Engine:
(HedgeCo.Net) In reporting fourth-quarter and full-year 2025 results on January 29, 2026, Blackstone highlighted $71.5 billion of inflows in the quarter (its highest in more than three years) and $239.4 billion for the year, pushing total AUM to $1.2749 trillion. The numbers confirm that, while investors […]