Other Voices: The case for global small-cap equities... [more]By Don Steinbrugge, founder and CEO at Agecroft Partners, a global hedge fund consulting and marketing firm.
Global small-cap equities represent one of the most persistently overlooked corners of the public markets, and the current environment presents an unusually compelling entry point
UBS: Private markets portfolios can no longer run on autopilot... [more]Matthias Knab, Opalesque for New Managers: Private markets portfolios can no longer rely on a passive buy-and-hold mindset, according to a new paper from UBS Asset Management's Unified Global Alternatives (UGA)
Hedge funds push Mag 7 exposure to highest level since 2022 - Goldman... [more]Hedge fund concentration in mega-cap technology stocks has reached its highest level since early 2022, with net exposure to the Magnificent Seven approaching 22% of total US holdings in Goldman Sachs' prime brokerage book. That represents a sharp increase from approximately 15% in July. Meanwhil
Tiger Global poised for $5 billion windfall on early OpenAI bet... [more]Tiger Global Management is positioned for an estimated $5bn paper profit from its early investment in OpenAI, after founder Chase Coleman agreed to back the company in 2021 at a $15.7bn valuation. Tiger initially invested $150m and subsequently increased its stake several times. OpenAI is now discus
SEC's performance fee proposal for ETFs, mutual funds raises questions about expanding investor access... [more]The SEC has proposed allowing investment advisers to certain registered funds to charge performance-based compensation, potentially broadening retail access to investment strategies traditionally associated with hedge funds and private equity. The proposals would also ease restrictions on interval f
Hedge funds that nailed Brazil vote bet on more gains ahead... [more]Brazilian hedge funds Legacy Capital, Vista Capital and Ace Capital generated substantial gains after positioning for Flávio Bolsonaro to outperform President Lula in the first round of Brazil's presidential election. Vista's Multiestrategia fund gained 17% on October 5, while Legacy Alpha r
FCA consults on changes to retail investment fund rules... [more]Britain's Financial Conduct Authority has proposed requiring retail investment funds holding predominantly illiquid assets, including property, infrastructure and private companies, to impose minimum redemption notice periods of 90 days. The proposals aim to prevent liquidity mismatches that can for
Baillie Gifford US Growth chair Tom Burnet calls for activist shareholders to face tougher rules... [more]Baillie Gifford US Growth Trust chairman Tom Burnet has urged UK ministers to strengthen investment trust regulations as the GBP1.1bn fund faces another activist challenge from Saba Capital Management. Saba has increased its stake to approximately 29.9% and is seeking to appoint three directors at t
And, finally: Time Capsule... [more]From Newsoftheweird: 36-year-old homeowner Michelle Harwood stumbled upon a 44-year-old note hidden under the stairs in her Hockley, England, house. The note was written by a previous occupant, Rachel, who would have been about 10 years old when she put pen to paper.
Harwood took to social media
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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