Institutional investors adopt alternative data to gain an edge... [more]Laxman Pai, Opalesque Asia: Institutional investors are seeking new sources of alternative data on supply chains to help inform future investment decisions.
Market research agency Coalition Greenwich recently spoke with asset managers in North America and learned that 44% of institutional inv
Hedge funds declined in November, posting largest single-month drop since March 2020... [more]Opalesque Industry Update - Hedge funds declined in November, posting the largest single-month decline since March 2020, as equities fell sharply late in the month driven by fears of new restrictions related to the Omicron coronavirus variant.
The investable HFRI 500 Fund Weighted Composite Ind
London hedge funds Eisler and Glen Point Capital plan rare $6bn merger... [more]From City AM: Eisler Capital is planning to snap up Glen Point Capital in a rare deal between two players in London's hedge fund industry. Eisler, a multi-strategy investment funds with $4.5bn under management will raise company assets by $1.5bn bring in a new trading team and add three funds to aid
Bridgewater's November nightmare... [more]From Institutional Investor: Here's how the world's largest hedge fund stacks up against other high-profile macro funds heading into the final month of the year.
Ray Dalio's Bridgewater Associates posted sharp losses in its main Pure Alpha macro funds in November, leaving it barely in the black
Hedge funds game the system to cash in on net zero targets... [more]From Telegraph: Fund managers accused of playing dirty tricks to take advantage of ethical investors.
Boris Johnson took umbrage with Kermit the Frog as he addressed world leaders at the United National in September: "It is easy being green." More:
M&A: China's sluggish M&A market will likely stay slow in 2022... [more]From Institutional Investor: From ed-tech crackdowns to the Evergrande crisis that rippled out across the Chinese real estate market, there is hardly one sector that emerged unscathed from active regulation in China this year.
The regulatory changes have also likely impacted the country's merge
SWF: SWFs make progress on addressing climate change... [more]From Top 1000 Funds: A recent survey conducted by the International Forum of Sovereign Wealth Funds (IFSWF) and One Planet Sovereign Wealth Funds (OPSWF) finds that SWFs have become more systematic in their approach to addressing climate change but need to do much more regarding disclosure and repor
Europe: Europe to surpass $100bn in startup funding this year... [more]From Bloomberg: Europe's technology sector is set to bring in more than $100 billion of annual investment for the first time this year, capping off a period of deal-making and surging valuations.
With nearly three times as much capital projected to be raised this year compared with 2020, the tot
Study: Women-, minority-owned managers seeing little progress in share of AUM... [more]From PIonline.com: Virtually all assets under management in the U.S. are still managed by white, male-owned or led investment firms despite women making up more than half the population and non-white-identifying people counting for nearly half the population, according to a new study commissioned by
Activists: Activist hedge fund Elliott calls for SSE break-up... [more]From Independent: Activist hedge fund Elliott Management has publicly called for Scottish energy giant SSE to be broken up, a move which it claims could add more than £5 billion to the firm's value.
Elliott said on Monday that it was unimpressed by a plan that SSE announced last month that
News Briefs: The next quant revolution: shaking up the corporate bond market... [more]From FT: Two years ago Rich Donick strode up the steps of Blackstone's New York headquarters to pitch the investment group on managing a slice of its money. Blackstone was so taken by his firm's vision for the bond market's future that last year it bought the entire company, Diversified Credit Inves
And, finally: That's three days of Yorkshire pudding... [more]From NPR: The Tan Hill Inn in northern England -- Britain's highest-altitude pub -- drew a big crowd on Nov. 26 for the Oasis cover band Noasis. But when heavy snow and dangerous wind conditions hit the remote pub, more than 60 people were stranded there, with the exits blocked and vehicles buried,
In this issue we have included three in-depth features with leading fund managers and investors. We start with "Alpha in Africa", where Andre Steyn, a Cape Town based manager I have been following since 2011 who also gained global recognition as "Africa's leading short-seller", describes Africa's multidecade growth story and how "global investor apathy" leaves this outstanding investment
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.
RSS
B. G., Opalesque Geneva:
What is exponential growth? Suppose a population of mice rises exponentially to the power of two every year starting with two in the first year, then four in the second year, 16 in the third year, 256 in the fourth year, and so on. Apparently, the same applies to our curre..
.png)
