How hedge funds are positioning themselves for a soft landing

Bond, stock and currency market bears with portfolios designed to gain from a recession have been fleeing losing trades as big economies such as the United States prove more resilient than expected. A so-called soft landing, where central banks manage to curb inflation without triggering a recession, has gained traction, prompting some investors to take on more risk. Five hedge funds shared trading ideas for soft-landing scenarios. They cannot reveal trading positions or make recommendations for regulatory reasons. NEW HOLLAND CAPITAL Multi-strategy hedge fund Size: $6 billion Founded in 2006 Key trade: Primary stock markets Market narratives have shifted towards…