Hedge Funds Soured on Oil as OPEC Agreed to Bumper Supply Hike

Hedge Funds Soured on Oil as OPEC Agreed to Bumper Supply Hike

Hedge funds turned the least bullish on Brent crude in about six months as OPEC+ agreed to a second major production increase, inflaming concerns that the extra supply could lead to a global glut.

Policy uncertainty fuels rise in U.S. government debt hedging

By Davide Barbuscia

Week Recap: What’s Behind OPEC+'s Bold Move to Increase Oil Supply?

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Hedge fund alpha prospects strong, but macro uncertainty demands caution, says UBP

UBP’s Alternative Investment Solutions group is forecasting a favourable environment for alpha generation across hedge fund strategies for the rest of 2025, but warns that persistent macroeconomic volatility and policy uncertainty will require robust risk management and selectivity. UBP sees a favourable backdrop for equity long-short strategies, particularly those using fundamental, stock-picking approaches. The bank notes that equity dispersio…