(HedgeCo.Net) A noticeable rebalancing is underway across the hedge fund universe: demand for North America-focused strategies is softening, while interest in Europe and parts of Asia is rising. This isn’t a simple “anti-U.S.” call, and it isn’t a one-week positioning wobble. It reflects a broader shift in how large allocators and hedge fund risk teams are interpreting the 2026 opportunity set—one shaped by trade-policy uncertainty, currency effects, megacap concentration risk, and an evolving v...
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