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Roger Hilty discusses market trends and strategy insights with Hedgeweek
In a video interview with Hedgeweek, Roger Hilty, Partner at LGT Capital Partners, shared his insights on current hedge fund trends and the growing role of artificial intelligence. He explained that lasting outperformance comes from fully integrated models supported by solid infrastructure and proven live trading results
Roger highlighted the strong performance of equity quant and AI-driven funds in 2025, while trend-following CTAs faced headwinds from trade and tariff disruptions. LGT Capital Partners continues to invest broadly across systematic strategies, balancing model risk and maintaining exposure to CTAs for their long-term value.
He described today’s macro environment as a return to more normal conditions, with higher interest rates, diverging monetary policies and greater market dispersion. According to Roger, these trends are creating opportunities for both discretionary and quantitative hedge fund investors. While the US remains a key market, investors are increasingly diversifying globally as regional dynamics evolve.
Watch the video interview here.
