Tariff Volatility Drives Investors to Actively Managed Funds

Tariff volatility drives investors to actively managed funds

By Patturaja Murugaboopathy (Reuters) -Global investors are pivoting towards actively managed equity funds this year as market volatility rises on worries over U.S. tariffs and the stock market rally broadens beyond a few mega-cap tech stocks. According to LSEG Lipper data, active equity funds secured a record inflow of $127 billion in the first half of 2025, up 57% over last year, while passively managed equity funds saw a decline of 8%. Passiv…

Retail investors outplayed fund managers over tariffs: Robinhood CEO

Robinhood's Tenev says retail investors are buying stocks "because they believe in them", compared to professionals driving markets on macroeconomic news.

Macro Hedge Funds Diverge Sharply Amid Tariff Turbulence

Macro hedge funds posted wildly different results in the first six months of the year, a volatile period marked by President Trump’s on-again, off-again tariffs. These are the managers who make investment bets in various markets based on their takes on economic and political developments.

June rally sees Rokos Capital deliver 12.3% H1 gain

Rokos Capital Management, the macro-focused hedge fund founded by Chris Rokos, ended the first half of 2025 with strong double-digit gains, delivering a standout performance amid volatile market conditions, according to a report by Bloomberg. The report cites an unnamed sources familiar with the figures as revealing that the fund returned nearly 2.6% in June, lifting year-to-date performance to 12.3% The firm, which oversees more than $22bn in a…