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Hedge Funds Eye Record Year Fueled by AI-Driven Equity Gains

Created at 28 Jul · 2:03 PM1 source↑ Market-relevant
IN SHORT

Global hedge funds are on pace for a stellar year, potentially surpassing 2025 returns, driven by strong first-half performance averaging 7%. This outperformance, particularly in equity long/short strategies, is attributed to the AI boom and increased investor demand.

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Key Numbers

7%average hedge fund return in H1
4.1%10-year average hedge fund return
2020 and 2021years with higher hedge fund returns
5.7%return for 60/40 portfolio in H1 2026
341hedge fund allocators surveyed
$1.5 trillionin hedge funds overseen by surveyed investors
3%investors expecting to reduce hedge fund exposure
7.3%average institutional investor hedge fund returns in H1
8.8%private capital investor hedge fund returns in H1
five yearssince all major hedge fund strategies attracted fresh capital
250 basis pointsannual outperformance vs 60/40 portfolio over 5 years
17.7%average return for equity long/short funds in H1

Who's Involved

Goldman Sachs
provided note on hedge fund performance and investor demand
Anirban Sen
Reuters reporter
Will Dunham
Reuters editor

↳ Why This Matters

The strong performance of hedge funds, particularly driven by the AI boom, indicates a robust environment for alternative investments and suggests continued investor confidence in these strategies to generate alpha above traditional benchmarks.

Key facts

  • Global hedge funds achieved an average return of 7% in the first half of the year.
  • This performance is significantly above the 10-year average of 4.1%.
  • Nearly 50% of surveyed investors plan to increase their hedge fund exposure in the latter half of 2026.
  • Equity long/short funds were a standout strategy, generating average returns of 17.7% in the first half.
  • Hedge funds have consistently outperformed the 60/40 portfolio benchmark over the last five years.

Global hedge funds are on track for a strong performance this year, potentially exceeding returns from 2025, largely due to the artificial intelligence boom that boosted first-half results across most investment strategies. According to a Goldman Sachs note, hedge funds returned an average of 7% in the first six months of the year, significantly higher than the 10-year average of 4.1% and only surpassed during the volatile market conditions of 2020 and 2021.

This marks the sixth consecutive half-year period where hedge fund returns have outpaced their long-term average. Despite a strong performance in risk assets, including a rally in equities that contributed 5.7% to a 60/40 portfolio, hedge funds continued to demonstrate outperformance. Investor demand for hedge funds has also surged, with a Goldman Sachs survey of 341 allocators overseeing over $1.5 trillion revealing that nearly half plan to increase their hedge fund exposure in the second half of 2026, while only 3% expect to reduce it. This net demand has reached a record high.

Institutional investors reported average hedge fund portfolio returns of 7.3% in the first half, while private capital investors saw returns of 8.8%. For the first time in five years, every major hedge fund strategy attracted new capital, with quantitative and multi-strategy funds experiencing particularly strong inflows. The asset management industry continues to outperform the traditional 60/40 portfolio, with hedge funds showing an annual outperformance of approximately 250 basis points over the past five years, indicating a favorable environment for generating alpha. Equity long/short funds were particularly successful, delivering average gains of 17.7% in the first half, benefiting from strong stock-picking opportunities amid significant divergence in individual stock performances.

Frequently asked questions

Hedge funds returned an average of 7% during the first six months of the year.

The 7% return is well above the 10-year average of 4.1% and marks the sixth consecutive half-year of outperformance.

Equity long/short funds delivered strong returns, averaging 17.7% in the first half, benefiting from stock-picking opportunities.

Nearly half of surveyed investors plan to increase their hedge fund exposure in the second half of 2026, indicating strong net demand.

What Happens Next

01Investors are expected to increase their hedge fund exposure in the second half of 2026.

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How It Developed

Hedge funds averaged a 7% return in the first six months of the year.
This performance exceeds the 10-year average of 4.1% and marks the sixth consecutive half-year of outperformance.
A Goldman Sachs survey found nearly half of investors plan to increase hedge fund exposure in the second half of 2026.
Net demand for hedge funds reached a new record, surpassing other alternative investments.
Equity long/short funds delivered average gains of 17.7% in the first half.
Hedge funds have outperformed the 60/40 portfolio by approximately 250 basis points annually over the past five years.

Sources

T1
Hedge funds on track for another stellar year on AI boomReuters

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