UBP says long/short equity hedge funds lead gains from AI rally
Reuters2026/08/07 06:31- Union Bancaire Privee analysis flagged AI as a key market driver lifting hedge fund returns, led by long/short equity strategies tied to the theme.
- US tech-focused long/short managers benefited most, with some investing across private and listed markets to capture the AI cycle.
- UBP highlighted Asia tech as a major performance engine, citing long exposure to memory makers in South Korea and Japan.
- Convertible bond arbitrage was cited as a fixed-income beneficiary as higher rates push issuers toward convertibles, boosting supply and trading opportunities.
- UBP sees the AI theme broadening beyond mega-caps, favoring mid-cap tech managers, with energy strategies positioned for rising AI-related power demand.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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