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Factbox-Hedge funds jump into volatile January to reap returns
| USA | economy

Factbox-Hedge funds jump into volatile January to reap returns

#Hedge funds #Market volatility #Venezuela #Federal Reserve #Natural gas futures

📌 Key Takeaways

  • Hedge funds posted a 2.2% global performance increase in January 2025 due to market volatility.
  • Stock pickers gained 2.7%, multi-strategy funds returned 1.6% to 3.2%, and quantitative funds were down around 1%.
  • U.S. military action in Venezuela and a deal to export crude oil contributed to market volatility.
  • Investors bet on higher Treasury yields and a steeper yield curve following the appointment of Kevin Warsh as Federal Reserve Chair.
  • Natural gas futures surged 140% due to extreme cold, boosting hedge fund trading opportunities.

📖 Full Retelling

Hedge funds globally achieved positive returns in January 2025, capitalizing on market volatility triggered by U.S. military action in Venezuela, uncertainties surrounding the Federal Reserve's independence, and a severe cold snap that propelled natural gas futures to unprecedented heights. The sector saw a 2.2% performance increase, as reported by JPMorgan, slightly below the 2.5% returns from the previous year when hedge funds benefited from crowded positions in U.S. equities and avoided significant losses from the rise of Chinese AI model DeepSeek. Stock pickers trading long and short positions in global equities gained 2.7%, while multi-strategy hedge funds returned between 1.6% and 3.2%, and quantitative hedge funds were likely down around 1% in aggregate. The U.S. captured Venezuelan President Nicolas Maduro on January 3, leading to a deal to export up to $2 billion worth of Venezuelan crude to the United States. Investors increased bets on higher long-dated Treasury yields and a steeper yield curve following the announcement of Kevin Warsh as the new Federal Reserve Chair, chosen by U.S. President Donald Trump. Additionally, natural gas futures surged 140% between January 20 and 28 due to extreme cold in the United States, boosting heating demand to near-record levels and providing ample trading opportunities for hedge funds. Notable multi-strategy funds like Balyasny, Citadel, and Point72 returned between 1% and 3%, with Citadel and Point72 declining to comment on the figures.

🏷️ Themes

Economic Performance, Market Volatility, Geopolitical Impact, Energy Markets

📚 Related People & Topics

Hedge fund

Privately pooled investment fund using diverse strategies to seek high returns

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Volatility (finance)

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Degree of variation of a trading price series over time

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Federal Reserve

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Venezuela

Venezuela

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📄 Original Source Content
Hedge funds posted positive returns in January thanks to ripples of market volatility stemming from U.S. military action in Venezuela, questions around the independence of the Federal Reserve and a cold snap that sent natural gas futures sharply higher. Performance globally rose by 2.2% in January, according to a JPMorgan client note. That compares with returns of 2.5% last year, when hedge funds profited from crowded positions in U.S. equities and managed to avoid getting stung by a hefty selloff sparked by the rise of Chinese artificial intelligence model DeepSeek. Stock pickers trading long and short positions in global equities posted a gain of 2.7%, while hedge funds trading many different strategies under one roof returned between 1.6 and 3.2% and quantitative hedge funds were likely down around 1% in aggregate, the note said. The U.S. captured Venezuelan President Nicolas Maduro on January 3, after which the two countries reached a deal to export up to $2 billion worth of Venezuelan crude to the United States. Investors have ramped up bets on higher long-dated Treasury yields and a steeper yield curve after incoming Federal Reserve Chair Kevin Warsh was announced as U.S. President Donald Trump’s pick to lead the central bank. And separately, natural gas futures soared 140% between January 20 and 28 as extreme cold in the United States boosted heating demand to near-record highs. This gave hedge funds lots to trade. Some of the biggest multi-strategy funds like Balyasny, Citadel and Point72 returned between 1% and 3%. Citadel and Point72 declined to comment on the numbers.

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