Hedge Funds Adding Risk As Equity Market Primed To Enter 18–24 Month Period That Could Be ‘One of the Best We’ve Ever Seen’: Fundstrat’s Tom Lee

Hedge Funds Adding Risk As Equity Market Primed To Enter 18–24 Month Period That Could Be ‘One of the Best We’ve Ever Seen’: Fundstrat’s Tom Lee

Stocks could be entering a powerful multi-year rally as hedge funds increase exposure and retail investors begin moving cash off the sidelines, according to Fundstrat Head of Research Tom Lee. In a new CNBC interview, Lee says investors had turned cautious during the buildup of tensions with Iran, but sentiment has since improved as downside geopolitical risks appear more contained. “I think investors got very cautious into the buildup of the war. Many stocks held by retail were getting hit, especially software stocks, and the Mag-7 had been falling. Investors viewed the start of the war as a time to take risk off the table, which was very different than what we saw a year ago when investors were buying into the terror flows. Now I think the downside tail risks have been removed for the war. Hedge funds have been early and they’ve been adding risk, and we can confirm that from talking to

Source: https://dailyhodl.com/2026/04/21/hedge-funds-adding-risk-as-equity-market-primed-to-enter-18-24-month-period-that-could-be-one-of-the-best-weve-ever-seen-fundstrats-tom-lee/