With Intelligence, S&P Global released Hedge Fund Trends 2026: Demand Strengthens as Capital Returns, a new report that looks at what’s been happening in the first half of 2026.
Among the key points:
North America dominates first half launch activity
Macro continues to dominate launches by type of strategy
The first half of 2026 was the best first half for hedge funds on an asset-weighted basis since 2009 (Figure 3, seen below)
CTAs have regained their hedge over macro for the first time since 2022 regarding performance
Consolidation in the multi-strat space has picked up, as predicted in With’s 2026 outlook
Macro remains a favored strategy even with recent stumbles
Overall…
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