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Nell Mackenzie

Reporter · MY

Indexed articles, last 90 days
3
Latest publication
Jul 27, 2026
Outlet visibility, for Thestar
Top 5K sites
Earliest in this view
Jul 6, 2026
The latest indexed work is over 30 days old. There may be a gap in what we hold.

Latest articles

  1. Article · Jul 27, 2026 · By Nell Mackenzie

    Hedge fund bets on rising US healthcare stocks near 5-year high, Goldman says (opens the original)

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    LONDON, July 27 (Reuters) - Hedge fund bets that healthcare stocks will rise neared a five-year high last week, a Goldman Sachs note showed, as cash-rich ‌speculators believe AI-driven breakthroughs and rich financing conditions will prove profitable. The S&P 500 healthcare index ‌is up almost 5% this year, while European related healthcare stocks are up around 2% in the same period. Hedge ​fund exposure to this sector relative to U.S. equities hovered last week near a 5-year high, the second st

  2. Article · Jul 9, 2026 · By Nell Mackenzie

    Factbox-Hedge funds record best first-half performance in 13 years, sources say (opens the original)

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    LONDON, July 6 (Reuters) - Global hedge funds delivered their strongest first-half performance since 2013, data from hedge fund data firm PivotalPath showed, as healthcare, tech and energy trades lifted ‌returns in volatile markets. In particular, April - when hedge funds returned 3.7% in one month - proved to ‌be the strongest April on record, the PivotalPath data showed. Stock-trading hedge funds finished June with double-digit returns for the year so far, aided ​by their ability to successful

  3. Article · Jul 6, 2026 · Nell Mackenzie

    Hedge funds dumped chip stocks for a fourth week as AI shares sold off (opens the original)

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    LONDON, July ⁠6 (Reuters) - U.S. hedge funds sold tech hardware stocks for ⁠a fourth week in a row, according to a ‌client note from Goldman Sachs on Friday, in line with a recent decline in global chip shares and just before many of these companies will report ​earnings. Tech shares and especially semiconductors have propelled ⁠the broader equity market higher ⁠this year. But tech stocks have been swinging dramatically on a ⁠combination ‌of profit-taking and concern about the high levels of spe

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