Tag Archives: Credit
Hedge Funds Turn “Net Long”
(HedgeCo.Net) A decisive shift in hedge fund positioning is rippling across global markets. After nearly two months of defensive posture and elevated short exposure, U.S. hedge funds have officially turned net long, marking a critical inflection point in sentiment, capital allocation, […]
“AI as a Capital Cycle” Reshapes Deal Flow:
(HedgeCo.Net) AI isn’t just a tech story at the largest alternative firms—it’s a capex-and-credit story, a data-center story, an infrastructure story, and a deal-structure story. The biggest managers are now framing AI as a multi-year investment cycle that affects everything from power […]