Tag Archives: Macro Driven Strategies


Hedge Funds Turn Bearish on the U.S. Dollar as Macro Conviction Shifts:

April 27, 2026 : Permalink

(HedgeCo.Net) A notable shift is emerging across global macro trading desks: hedge funds are increasingly positioning for a weaker U.S. dollar. After years of strength driven by interest rate differentials, safe-haven demand, and global uncertainty, the greenback is now facing […]

Highest Alpha in 30 Years: The Return of True Stock Pickers:

March 18, 2026 : Permalink

(HedgeCo.Net) For much of the past decade, active management has struggled under the weight of a single dominant force: beta. The relentless rise of passive investing, fueled by ultra-low interest rates, quantitative easing, and synchronized global markets, created an environment […]