5 months ago • 4:25 mins
Hedge funds are in the business of making money no matter what the markets do. And in times like this, it’s worth checking out what they’re up to. I recently did just that, and I discovered four big themes you can take advantage of now…
Investment bank Goldman Sachs recently analyzed about 800 US-based, stock-focused hedge funds with roughly $2.4 trillion worth of investments. It found that, on average, their investments were down 12% in the first half of the year – but that a 4% gain so far in the third quarter has left them down “only” 9%, which is better than the S&P 500’s 14% drop so far this year.
One way you can look to mirror hedge funds is by following their most popular bets
Morgan Stanley’s prestigious wealth management unit has been selling off some US stocks to boost its exposure to developing economies. Russell explains why it’s betting so big
There aren’t a lot of pure AI stocks out there, but there is Nvidia. Paul breaks down everything you need to know about the chip giant and its AI future.
You can still expect a lot of whipsaw price action, but Jon’s got three reasons to believe the worst may be over.