hedge funds

Billionaire hedge fund manager Bill Ackman criticized the Federal Reserve's latest rate hike, calling it a mistake that he argues could actually make inflation worse rather than curb it. His comments add to a running debate among investors and economists over whether the central bank is tightening policy too aggressively as price pressures persist.

Bridgewater argues that the current surge in artificial intelligence capital expenditure can only be justified if enterprise and consumer adoption of AI scales rapidly enough to generate returns. The hedge fund's analysis adds to the debate over whether massive spending on data centres and chips by tech companies will pay off, or whether it resembles an investment bubble.

Goldman Sachs is reporting a sharp rise in the fees it earns from hedge fund clients, according to a Financial Times report. The story highlights how the bank's prime brokerage and financing businesses are benefiting from renewed hedge fund trading activity, reviving discussion about Wall Street's most profitable client relationships.

Volatility across artificial intelligence stocks and oil markets is fueling gains for the dispersion trade, a popular hedge fund strategy that bets on widening gaps between individual stocks and market indexes. As tremors from the AI rally and energy price swings deepen divergence among shares, funds running the trade are profiting, drawing fresh attention to a strategy that had fallen out of favor during calmer markets.

Hedge fund manager Adam Levinson is returning to investing, two years after the collapse of Silicon Valley Bank forced his fund, Graticule Asset Management Asia, to shut down. The fund was hit when SVB's March 2023 failure triggered heavy losses across markets. His comeback is drawing attention as a sign that investors are moving on from the SVB fallout.