Hedge Fund Industry News
A collection of Hedge Fund latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Even hedge funds are dealing with AI slop
A third of investors who buy data say its quality has deteriorated over the past couple of years, according to a survey by consultancy Neudata, and some pin the blame on artificial intelligence. Data is the lifeblood of any investing business, and…
MPs urge ministers to break off Thames Water talks with US hedge funds
Andy Burnham is under further pressure to take control of ailing Thames Water from a cross-party group of MPs who are calling for ministers to break off talks with the US hedge funds who are effectively running the company. Adding their voices to…
Hedge Fund Manager Seeks Alpha in Strong El Niño Trades
Traders are betting on markets mispricing the consequences of a super-El Niño and they're moving to take advantage. Today's newsletter brings you an exclusive interview with a London hedge fund manager that expects El Niño to produce…
Aon's $17 Billion USI Deal: What Hedge Fund Sentiment Says About AON and KKR
Aon Plc (NYSE: AON) confirmed on August 31 that it will buy USI Insurance Services from KKR & Co. Inc. (NYSE: KKR) for $17.0 billion in an all-cash deal funded by new debt. Aon expects $395 million in annual run-rate synergies, with the deal…
Michael Burry Disclosed Put Options Worth an Estimated $1.1 Billion Against Nvidia and Palantir Before Closing His Hedge Fund. Was That Bearish Bet Ahead of Its Time?
Michael Burry bought his first credit default swaps on subprime mortgage bonds for his Scion Asset Management hedge fund in 2005. He continued to buy those contracts, which offered limited downsides but huge upsides if he was right, even as the…
'He's Back, He's Bigger Than Ever': 24-Year-Old Who Blew Up $45 Billion Hedge Fund Is Back With Options Bet On AI Stocks
On September 11, 2026, Jim Cramer posted five words on X in reaction to CNBC's reporting that instantly ricocheted around finance Twitter: “HE's back, he's bigger than ever”. He was sharing CNBC's reporting that Leopold…
Renewed Industry Competition Sparks T-Mobile US's (TMUS) Sell-Off
Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its 'Reaves Long Term Value Wrap Strategy,' outperforming the MSCI USA Infrastructure Index's 6.31% decline. The letter can be downloaded here. Cash…
Revolut looking at dual stock market listing in London and New York
News from the City, market updates plus comment and analysis from our business desk I would like to be emailed about offers, event and updates from Evening Standard. Read our privacy notice. The founder and boss of Revolut has said the bank is…
Nike (NKE) Is Down 40% YTD: Will the Turnaround Strategy Work?
On September 15, Telsey Advisory Group cut its price target on NIKE, Inc. (NYSE:NKE) from $47 to $44 and maintained its Market Perform rating on the stock. The research firm noted that the company's turnaround is moving slowly and even as the…
Revolut looking at dual stock market listing in London and New York
The founder and boss of Revolut has said the bank is considering a dual stock market listing in London and New York. Nik Storonsky told French newspaper Les Echos on Thursday that the fintech firm prefers the US for a potential initial public…
What Is the Treasury Basis Trade, and Is It Over?
Global bond markets have been roiled since the Iran-US conflict began. Surging energy prices together with massive corporate borrowing and ever-expanding government debt issuance have sent Treasury bond prices plummeting, pushing yields to the…
Renewed Demand Momentum Lifts WillScot Holdings (WSC)
Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets rebounded strongly in the second quarter, with the S&P 500 gaining 15.2% and the Russell 2000 rising…
Corning's (GLW) Leadership Advantage in Adapting to Tech Transitions
Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital…
Eli Lilly (LLY) Gets a Big Price Target Boost, Analysts See 20% Upside
On September 15, Berenberg upgraded its rating on Eli Lilly and Company (NYSE:LLY) from Hold to Buy and lifted its price target from $1,220 to $1,400. The research firm pointed to the company's strong returns on investment and its growth in the…
ACV Auctions (ACVA) Jumps on Top-Line Growth and Large Buyback Authorization
Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets rebounded strongly in the second quarter, with the S&P 500 gaining 15.2% and the Russell 2000 rising…
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