Opalesque Exclusive: Manager to enter AI foray through VC funds... [more]B. G., Opalesque Geneva for New Managers: Tholus Capital wants to champions Artificial Intelligence (AI), which it sees as a transformative force for humanity. This year, the manager is launching an AI-focused fund
With 3,231 deals, APAC deal activity declined by 12.2% YoY in 1Q 2024... [more]Laxman Pai, Opalesque Asia: A total of 3,231 deals were announced in the Asia-Pacific (APAC) region during the first quarter (Q1) of 2024, which was a year-on-year (YoY) decline of 12.2% compared to the 3,681 deals announced during the same period in the previous year, revealed a study.
The d
Hedge funds turn bearish in April, Goldman says... [more]From Reuters: Hedge funds globally have turned the most bearish they've been on equities this year, a Goldman Sachs note said, as sticky inflation and renewed geopolitical concern have dragged stock markets lower.
They ditched long positions and added short ones across all regions led by North A
Bridgewater adds China stocks, bonds after 6.4% gain this year... [more]From Bloomberg: Bridgewater Associates' onshore China hedge fund is adding exposure to local stocks and bonds after a rally in risk assets boosted returns in the first quarter to 6.4%, beating most local rivals.
The Shanghai-based private fund management arm told investors in its All Weather Pl
Hedge funds told to strengthen liquidity management... [more]From Funds Europe: Hedge funds and other non-bank participants in the capital markets have been urged to hold more liquid assets by the Financial Stability Board (FSB).
The call comes in light of recent episodes of market stress, including the pandemic-induced turmoil of March 2020, the collapse
Boris Johnson broke rules over hedge fund behind Venezuela trip, says watchdog... [more]From BBC: Boris Johnson broke government rules by being "evasive" about a meeting with the Venezuelan president, the committee that vets ex-ministers' work has said.
The former PM had failed to clarify his relationship with a hedge fund that set up the talks, the Advisory Committee on Business A
Hedge fund Andromeda says market wrong on scale of ECB cuts... [more]From Bloomberg: A hedge fund manager who made the right calls on inflation and the Federal Reserve's rate hikes is selling European government bonds on a bet that interest rate cuts are being overestimated by the market.
The euro-region's economy is more resilient than the market is anticipatin
Investing: Hedge fund manager Andurand isn't buying into speculation of a carbon-credit boom... [more]From Bloomberg: Now isn't the time to be betting on a boom in the market for carbon credits, according to the head of climate research at commodities hedge fund firm Andurand Capital Management.
The assessment follows a confusing period for buyers, sellers and traders of such credits, which are
PE/VC: Are European LPs the answer to US VC's fundraising woes?... [more]From Pitch Book: Venture capital investors are going through a tough time with fundraising, and US GPs are getting hit particularly hard.
In the first quarter of this year, a meager 100 VC vehicles closed, worth a total of $9.3 billion, according to the latest PitchBook-NVCA Venture Monitor, wit
Family Offices: HK, SG or Dubai: How are family offices choosing their base?... [more]From Asian Investor: All three destinations are pulling out all the stops in terms of making the business environment easier, offering tax incentives and showcasing quality of life to family offices.
Three locations are hotly competing to attract family offices right now - Singapore, Hong Kong a
And, finally: What goes up, must come down... [more]From UPI: NASA revealed on April 17 that the object that crashed through the roof of a home in Naples, Florida, was indeed space trash -- specifically, garbage jettisoned from the International Space Station in March 2021.
United Press International reported that on March 8, a 1.6-pound, 4-inch
Criminals continue to fleece high net-worth individuals and family offices through sophisticated scams that involve elaborate presentations, fake companies and websites, and fraudulent documents that appear credible.
We've documented three cases that describe the highly sophisticated, complex structures and cunningly designed processes which ultimately lead to straightforward investment fraud. This has
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.