Our Scans · (FS.3.02) Hedge Funds · Weekly Summary

• [New] With China attempting to provide stimulus for economic growth, various tax breaks have been introduced to attract asset managers which could see Hong Kong once again become a lucrative hub for hedge funds. DataDrivenInvestor
• Institutional Adoption: The institutional embrace of cryptocurrencies will likely solidify by 2025, as hedge funds, banks, and major corporations look to integrate digital assets into their portfolios. UMA Technology
• By 2025, the alternative investment universe will have transformed along many dimensions that make it easier and more rewarding for the retail investor to tap into high-growth asset classes like private equity, hedge funds, and real estate. Proactiveinvestors UK
• Global hedge funds and levered exchange-traded funds dumped more than $40 billion of stocks at a breakneck pace, growing increasingly bearish after President Donald Trump's shock announcement of harsher-than-expected global tariffs. BusinessLine
• Hedge funds and institutional investors own a significant portion (80.84%) of Micron Technology's stock, which could lead to increased volatility and influence on stock price movements. MarketBeat
• European banks are increasingly turning to bespoke deals with investors such as hedge funds to offload some of the risk on multi-billion euro loan portfolios and improve their financial strength. Cyprus Mail
• An increasingly varied and evolving collection of nonbank clients, including hedge funds, private credit, and insurance companies, is playing a significant role in the global economy and presenting new risks. Board of Governors of the Federal Reserve System
• Nearly three decades of hedge fund performance reveals a profound transformation in how hedge funds deliver (or fail to deliver) excess risk-adjusted returns - especially since the 2008-09 Global Financial Crisis. Darden Ideas to Action
• Asia-Pacific family offices plan to increase their exposure to fixed income and equities from developed markets, as well as private equity and hedge funds over the next five years. IFC Review
• Hong Kong plans to exempt hedge funds and investors from taxes on crypto gains to strengthen its financial hub status. Crypto Briefing
• Although hedge funds specialising in cryptocurrency trounced other strategies in 2024, with data provider Preqin estimating a 24.5% annualised return, investors are less convinced for 2025. The News International
• Hedge funds specialising in distressed debt have begun to buy up Sri Lankan bonds and will demand to be paid back in full, further complicating negotiations. The Economist
• Most Dutch pension funds have hedged all or part of their interest rate risk to protect themselves from the risk of rising liabilities, and lower funding ratios, in case interest rates head lower. IPE
• Hong Kong plans to implement tax exemptions for hedge funds, private equity funds, and high-net-worth investment vehicles on crypto gains to enhance its offshore financial hub status. COIN360
• Hong Kong plans to exempt hedge funds, private equity funds, and high-net-worth investment vehicles from taxes on crypto gains and other assets as part of its strategy to strengthen its position as an offshore financial hub. Crypto Briefing
• Hedge funds, pension funds, and corporations see Bitcoin as a strategic asset, driving a bullish price forecast for 2025. PrimeXBT
• A new-ish short duration index-linked gilt fund from iShares gives UK investors an easy way to hedge against inflation - without taking on huge interest rate risk. Monevator
• More recently, JPMorgan and other money-center banks have turned to hedge funds and private equity firms to reduce risk on some of their consumer and corporate loan portfolios to build up regulatory capital through debt instruments known as synthetic risk transfers. Institutional Investor
• About 82% of respondents, indicated they have and will maintain their existing exposure in hedge funds, while three entities stated that they plan to allocate more to hedge funds in 2024. AsianInvestor
• Over the next two years, alternative assets that might see the most growth include private equity, cryptocurrency and digital assets, hedge funds and private debt. Wealth Management
• Since the global financial crisis, higher risk or more complex lending or trading moved into the opaque and less regulated shadow banking system - non-bank financial institutions which include insurance companies, pension funds, mutual or hedge funds, family offices and speciality financiers. The New Indian Express

Last updated: 24 June 2025