FUND FLOWS

Hedge fund asset volumes are setting new records, as uncorrelated gains draw more investor money

Hedge fund asset volumes are setting new records, as uncorrelated gains draw more investor money

Total global hedge fund assets under management have mushroomed to a record USD3.6 trillion, thanks to defensive outperformance and opportunistic gains during 2020’s upheaval – though the biggest firms continue to take the lion’s share of investor capital as smaller names are squeezed.

OUTLOOK

JP Morgan Asset Management forecasts “rich environment” for hedge funds as ‘megatrends’ take centre-stage

JP Morgan Asset Management forecasts “rich environment” for hedge funds as ‘megatrends’ take centre-stage

The fallout from the coronavirus pandemic is set to unlock global “megatrends” this year, including consumer and corporate technology, healthcare, and sustainability themes – and hedge fund investors can expect a “rich environment for growth”, a major new study by JP Morgan Asset Management suggests.

FUND PERFORMANCE

Healthcare hedge fund Rhenman gauges “crucial” impact of Biden administration’s planned reforms

Healthcare hedge fund Rhenman gauges “crucial” impact of Biden administration’s planned reforms

The incoming US administration led by Joe Biden will be a “crucial” factor looming large over the healthcare industry this year, with planned reforms heralding potentially far-reaching implications for healthcare stocks and drug prices, Rhenman & Partners Asset Management said this week.

FUND PERFORMANCE

New industry data reveals “significant” gulf between gains and losses among largest hedge funds

New industry data reveals “significant” gulf between gains and losses among largest hedge funds

Hedge fund managers have experienced “significant” performance dispersion over the past 12 months, with the biggest funds seeing the largest gaps between gains and losses, new industry data shows, once again underlining the importance of investor due diligence in separating winners from losers.