News

Hedgeweek publishes guest article by Roger Hilty in its Global Outlook 2025

22 January 2025

Hedgeweek released its Global Outlook 2025 and featured a guest article by Roger Hilty, Partner at LGT Capital Partners. According to Roger, the outlook for hedge funds remains positive for 2025 and beyond, with higher interest rates and divergent central bank policies, increased macroeconomic volatility, and dispersion in global equity and credit markets creating opportunities to generate alpha.

In the guest article, Roger highlights that discretionary long/short hedge funds are now benefiting from elevated dispersion and single-name volatility in both equity and credit markets, which provide attractive investment opportunities. The increased focus on sector-specific stock pickers targeting universes that are traditionally characterized by these dynamics is expected to drive opportunities, regardless of market direction.

In an environment of heightened market uncertainty, actively traded systematic strategies also thrive, as Roger notes. Their diversified and adaptive allocations allow them to seize opportunities simultaneously across various asset classes and thousands of markets. Moreover, these systematic hedge funds are both dynamic and innovative and they use sophisticated artificial intelligence and machine learning strategies, thus leading the way in developing new investment techniques.

Find out more here (page 10).