Janus Henderson Investors argues that rising interest rates, geopolitical disruption and uneven AI adoption have driven stock dispersion to near 2009 levels, creating fertile conditions for active, absolute-return stock selection strategies.
5 NOVEMBER 2026
Fidelity argues that short selling has materially boosted returns in its FAST Emerging Markets Fund and Fidelity Emerging Markets Ltd, enabling pair trades and leverage against AI disruption and Chinese competition. The firm maintains a diversified 70-80 stock short book while staying structurally positive on emerging market equities.
26 OCTOBER 2026
UBS's Unified Global Alternatives team reports hedge funds posted mixed September returns as sharply higher bond yields and a strong dollar pressured Equity Hedged and Relative Value strategies. Carry income and selective commodity bets in rare earths, natural gas and crude oil offset losses, while AI-driven equity dispersion widened manager performance.
21 OCTOBER 2026
J.P. Morgan's Alex Whyte identifies diverging fortunes in global consumer stocks, with Asian beauty, sports and wellness brands thriving while legacy luxury names and GLP-1-exposed firms struggle. He argues durable, repeatable demand increasingly separates winners from hype-driven losers.
20 OCTOBER 2026
The piece argues that as public and private markets converge, investors should favour integrated alternatives managers offering shared research, unified risk management and a single client relationship over siloed specialists. It outlines criteria—consistent track record, shared desks, unified governance—to distinguish genuine integration from marketing claims.
An asset manager argues that as public and private markets converge, investors should favour integrated platforms over specialist or diversified labels, since shared research, unified governance and single client relationships outperform fragmented manager rosters.
15 OCTOBER 2026
UBS Asset Management's Unified Global Alternatives – Hedge Funds team argues AI remains the dominant driver of both opportunity and risk heading into Q4 2026, while rising real rates and Middle East tensions complicate macro positioning. It favours quantitative equity, merger arbitrage and discretionary macro/commodities, while trimming fixed income relative value exposure.
14 OCTOBER 2026
AllianceBernstein argues that trend-following strategies should deepen the diversity of signals—incorporating macro, sentiment and machine-learning inputs—rather than expand into illiquid markets, to improve diversification and reduce whipsaw risk. It contends such 'trend 2.0' approaches can better complement equities across varied market regimes while remaining liquid and scalable.
8 OCTOBER 2026
Schroders' Fakhreddine Chaabani and Sophie Martinec present quarterly intelligence on equity derivatives markets, outlining key trends and developments for institutional investors during Q3 2026.
