Hedgeweek® Exclusive CIO Sentiment 2025

Join Manas Singh, Head of Hedge Fund Research at Hedgeweek®️, as he leads an exclusive conversation with top industry voices from Versor Investments, Kernow Asset Management, and AlphaSense into the core paradoxes and structural shifts redefining the hedge fund landscape. Discover the strategic thinking driving high-conviction positioning, the urgent resource reallocation underway, and the specific vulnerabilities and opportunities that are shaping investment strategy for the year ahead.

Topics include:

1. The Conviction Paradox: Why most hedge fund CIOs are bullish whilst describing markets as “unprecedented”, and what their low defensive positioning actually means
2. The AI Divide: How artificial intelligence is creating a strategic rift between hedge fund strategies, with some seeing transformation and others reporting no impact
3. Trump 2.0 and The Atlantic Split: Why 71% view policy volatility favorably, and how North American and European CIOs interpret regulatory shifts differently
4. Market Structure Vulnerabilities: What actually concerns leading CIOs - from passive flows overwhelming fundamentals to liquidity risks and credit market freezing
5. The Resource Race: Where competitive advantage is migrating as CIOs prioritize quantitative firepower, next-generation talent, and the success attributes for 2025