Hedge funds are rapidly unwinding one of 2026’s most crowded macro trades as expectations for Federal Reserve rate cuts give way to growing bets on further policy tightening, according to a report by the WSJ.
Leading hedge fund managers are increasingly turning to Brazil’s distressed credit market after a sharp rise in borrowing costs triggered losses across local corporate bonds.
South Korea’s main stock exchange has postponed the launch of weekly options linked to some of the country’s largest companies, citing heightened market volatility as retail-driven trading activity fuels sharp swings in local equities, according to a report by the
Danny Moses, the investor best known for profiting from the 2008 financial crisis, is positioning for a potential downturn in US credit markets as signs of stress begin to emerge across parts of the economy.
Takeshi Natsuno, CEO of Japanese media and gaming group Kadokawa Corporation, has retained his board seat following a closely watched shareholder vote, despite a campaign by activist hedge fund Oasis Management calling for his removal, according to a report by
Moreton Capital Partners (MCP) led by Les Finemore (pictured), a quantitative and physical commodities specialist, has launched the MCP Special Opportunities Fund, a Cayman-domiciled strategy designed to capitalise on weather-driven dislocations across global commodity markets.
This series offers a forward-looking perspective on significant structural shifts in markets — and the opportunities it may create for active, research-driven investors.
Hedge funds appear likely to secure another carve-out from the European Union’s evolving sustainability disclosure framework, as policymakers continue efforts to streamline ESG reporting requirements across the financial sector, according to a report by Bloomberg.
Bright Meadow, a Mariner investment team, discusses refinancing risk, the Fed’s balance sheet unwind, and why agency MBS remains an underrepresented – and uncorrelated – asset class across hedge fund portfolios.
Tycho Capital has expanded its alternatives platform with the launch of the Tycho Zazove Convertible Arbitrage Fund, a strategy managed by US-based convertible securities specialist Zazove Associates.
