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Hedge funds are ramping up short bets against private credit firms, including Apollo Global Management, Ares Management, and Blue Owl Capital, betting that economic headwinds, and trade frictions will take a toll on the booming direct lending market, according to a report by Bloomberg.
Intel
Despite a turbulent April marked by geopolitical uncertainty and shifting trade policy, some of the world’s largest multi-strategy hedge funds emerged with positive returns, with ExodusPoint leading the way with a 2.8% gain for the month, according to a report by Business Insider.
Insights
The emerging hedge fund landscape in 2025 presents a stark contrast to previous years, with strategic diversification, geographic fragmentation, and increasingly stratified capital access reshaping the competitive environment. The “Ones to Watch” report, supported by Marex, examines this evolving ecosystem through comprehensive industry analysis and exclusive survey data.
Intel
Hedge funds offloaded European equities at the fastest pace in a decade during March and April, driven by escalating trade tensions and a strengthening euro, according to a a report by Reuters citing a recent note from Goldman Sachs.
Intel
Asia-focused hedge funds have cautiously re-entered markets following a sharp retreat sparked by the Trump administration’s imposition of sweeping tariffs earlier this month, according to a report by Reuters citing a client note from Morgan Stanley’s prime brokerage unit.
Awards
The winners of the Hedgeweek® European Awards 2025, which recognise fund performance and service provider excellence within the hedge fund landscape, were announced at an exclusive ceremony and networking event today (29 April), at etc.venues, County Hall, London.
Intel
TOP STORY: Hedge funds recorded their tenth consecutive quarter of positive returns in Q1 2025, shrugging off volatility sparked by mounting global trade tensions to record a weighted average return of 2.8%, according to new data from Citco.
Intel
Daniel Loeb’s hedge fund, Third Point, is building a position in consumer healthcare company Kenvue, according to a report by the Financial Times citing sources familiar with the matter, adding fresh momentum to investor calls for strategic changes at the $44bn firm.
Intel
Andurand Capital’s flagship commodities hedge fund has deepened its losses this year, dropping 52% year-to-date after a sharp April selloff driven by mounting global trade tensions, according to a report by Bloomberg.
Event
In the lead up to the Funds of the Future Summit, Hedgeweek® sat down with Alfonso Peccatiello, Founder & CIO of the macro hedge fund Palinuro Capital, which launched in January 2025. He shared his journey as an emerging manager, from navigating shifting market dynamics and rapid technological change to evolving investor expectations.
