Opalesque Exclusive: SuperReturn - The Go-To Managers: Fasanara Capital... [more]Matthias Knab, Opalesque: "For once, AI doesn't mean artificial intelligence - it means alternative investment"
Opalesque was a Media Partner of SuperReturn International 2026 in Berlin, with Opalesque founder Matthias Knab participating. As the world's largest and most in
Citadel backs hedge fund TOMS Capital with $500m in rare move... [more]Citadel has reportedly provided USD 500 million in backing to TOMS Capital, a relatively uncommon step for the hedge fund giant. The investment highlights Citadel's willingness to support select external managers and reflects continued competition for top-performing talent and strategies.
Union Bancaire Privee's YT Kum: Market well suited to hedge funds and systematic strategies... [more]YT Kum of Union Bancaire Privee argues that current market conditions favor hedge funds, particularly systematic and quantitative approaches. Increased volatility, macro uncertainty and changing correlations are creating opportunities for active managers to generate alpha.
Hedge fund net leverage has plunged to the 8th percentile of the past year... [more]Hedge fund positioning has become less aggressive as crowded trades unwind across multiple sectors. The decline in net leverage suggests managers are becoming more cautious amid concerns about volatility and market concentration.
Hedge funds sold broader tech ahead of SpaceX IPO, JPMorgan data shows... [more]JPMorgan data indicates hedge funds reduced exposure to the broader technology sector ahead of the anticipated SpaceX IPO. The shift suggests investors may be repositioning portfolios to make room for new opportunities while managing concentration risk.
AI supply-chain bets propel Asian hedge funds to stellar performance... [more]Asian hedge funds generated strong returns by investing in companies tied to the artificial intelligence supply chain. Semiconductor manufacturers, hardware suppliers and infrastructure providers were among the key beneficiaries of continued AI spending.
Investment firms join Donald Trump's $100bn race for Venezuelan oil... [more]From the FT: US investment groups are racing to capitalise on Donald Trump's ousting of communist leader Nicolas Maduro in January, setting up funds and targeting underutilised oilfields in the Latin American nation. Lionheart Capital, a Miami-based investment fund founded by Ophir Sternberg, i
The Big Short's Ben Cleary isn't afraid of being controversial... [more]Australian short seller Ben Cleary discusses contrarian investing and the challenges of maintaining unpopular positions. The article examines his approach to identifying overvalued companies and navigating market criticism.
SocGen enters cash prime brokerage in hedge fund push... [more]Societe Generale is expanding its prime brokerage offering by entering the cash prime brokerage market. The move is part of a broader effort to win business from hedge funds and strengthen its position in financing and execution services.
Paul Singer's hedge fund, LHCG buy hotel from Brookfield for $69M... [more]Brookfield has sold the Mayfair House property in Miami for approximately USD 69 million. The transaction reflects continued activity in South Florida's real estate market despite higher interest rates and shifting office demand.
Solana Foundation launches VIP program targeting hedge funds and market makers... [more]The Solana Foundation has introduced a new program aimed at attracting hedge funds, trading firms and market makers to its ecosystem. The initiative seeks to deepen liquidity and institutional participation in Solana-based markets.
Ken Griffin ramps up his Miami real estate play... [more]Citadel founder Ken Griffin continues expanding his real estate footprint in Miami through a series of high-profile acquisitions and development projects. The investments reinforce Miami's growing importance as a financial and business hub.
SpaceX's historic IPO creates billion-dollar windfalls for early backers... [more]Early investors in SpaceX have seen enormous gains as the company's valuation surged ahead of its public offering. Venture capital firms, employees and long-term supporters are among the biggest beneficiaries of the IPO.
And, finally: Reinventing conflict resolution... [more]From News of the Weird: One Australian couple's wedding reception had it all: speeches, cake ... tug-of-war, a potato-sack race. You know, the usual. When Melbourne couple Brett Borland, 30, and Georgie Abela, 31, were preparing to tie the knot, they couldn't decide what their new last name would be
In an era of deepfakes, phantom fortunes, and narrative warfare, the challenge of distinguishing reality from illusion has never been more acute. For those stewarding generational wealth, the stakes are existential. This 11th edition of Horizons delves into the critical quest for clarity, offering a toolkit to navigate a world rife with deception and to build a foundation of verifiable trust.
Our journey begins with a chilling investigation into
Opalesque has been publishing Technical Research (chart analysis) since April 2006. Opalesque Technical Research offers technical chart analysis with a global perspective on all major markets, including Equity Indices, Fixed Income, Currencies, and Commodities.
Opalesque Technical Research is unique compared to most available research which is fundamental in nature, and not technically (chart) oriented. In addition, most current available research is mainly equity based, and not global in nature.
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Matthias Knab, Opalesque for New Managers: When BlackRock's Spring 2026 Hedge Fund Outlook landed, much of the commentary focused on its bullish stance toward hedge funds - the rising dispersion, the M&A acceleration, the macro opportunities. But the most important warning in the report has rece..
