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Story summary
- Hedge funds are shifting away from North America due to trade tensions, policy uncertainty, and a weaker U.S. dollar.
- Asia is the best-performing region in 2025, with allocations rising 13% and North America interest dropping to 23%.
- Europe has become the most attractive region for hedge funds, with 30% of allocators focusing there.
- The U.S. market remains significant for AI and healthcare, signaling a structural shift, not a tactical one.
