H2 2026 may feature a narrower beta market for hedge funds... [more]By Opalesque: Amundi Investment Institute's July 2026 brief argues that hedge funds (HF) enter the second half of 2026 in a favourable position, having delivered strong performance and elevated alpha in H1.
Flows into the industry have continued, driven by return quality, diversification
Vara hedge fund shares fall 44% in July on AI stock selloff... [more]Shares of AI-focused hedge fund Vara plunged 44% in July as the selloff in artificial intelligence stocks hit its concentrated portfolio. The fund entered July with about $26 billion and, despite the severe monthly decline, remained up for the year.
It's hot. So are people who can help hedge funds predict the weather... [more]In the past few months, there have been multiple hires in the space, both at Citadel and elsewhere. In July, Citadel recruited Russell Martin, a gas and power trading managing director (MD) from Goldman Sachs to trade weather derivatives in its Houston office. Point72 hired Alex Alifimoff as head of
Hedge funds start to bet on a Bitcoin rally... [more]The so called "smart money" is starting to shift from shorting Bitcoin, or betting that the price will continue to fall, to wagering on a rally in the biggest cryptocurrency by market capitalization. Data analytics firm CryptoQuant says that hedge funds trading Bitcoin futures on the Chicago Merca
Hedge funds made their rarest Bitcoin bet in years, but 2 charts say wait... [more]If big investors were truly buying, it would show up in US spot demand. The clearest gauge for that is the Coinbase Premium Index. The index measures whether Bitcoin trades higher on Coinbase, a US exchange favored by institutions, than on offshore platforms. A positive reading means American buyer
You might not need $1 million to be an accredited investor much longer... [more]The SEC is considering changes to the definition of an accredited investor, which currently generally requires individuals to have a net worth above $1 million excluding their primary residence or meet specified income thresholds. Changes could expand access to private-market investments by allowing
Trump crypto took $100 million from a businessman with red flags... [more]Guren "Bobby" Zhou went from running a failed British flooring retailer and being investigated for suspected money laundering to becoming one of the biggest buyers of tokens from the Trump family's World Liberty Financial. Zhou, through Aqua 1, bought $100 million of WLFI tokens and later appeared w
Hong Kong may expand tax breaks to trading firms... [more]Hong Kong is considering broadening tax concessions to attract more global trading firms as it competes with Singapore and other financial centres for investment businesses and talent. The potential expansion follows the city's efforts to make its tax regime more attractive to hedge funds, family of
Singapore's sovereign wealth funds are betting big on AI. The central bank isn't so sure... [more]Singapore's GIC and Temasek have built significant exposure to artificial intelligence as they seek to capture the technology's long-term growth potential. The Monetary Authority of Singapore is taking a more cautious view, highlighting the potential financial risks surrounding soaring AI valuations
Jump Trading's ex-head of crypto trading in London joins forces with a young hedge fund manager... [more]Chris Drew has joined crypto hedge fund Fasanara Digital as its head of trading. He was previously head of London digital asset trading at Jump but left in 2025. Fasarana Digital is run by Nikita Fadeev, who founded the fund aged just 25 in 2021. Drew is one of four hires that Fasanara has made in t
Ex-HSBC Emea equities trading boss joins Toscafund... [more]Steve Jobber, HSBC's former head of EMEA cash equities trading, has joined $2 billion London asset manager Toscafund after leaving the bank in February. Jobber previously headed trading for Europe and Asia at hedge fund Davidson Kempner and has also worked at CQS, Cantor Fitzgerald and Credit Suisse
JPMorgan's top non-linear rates trader has left the bank... [more]JPMorgan has got a hole at the top of its non-linear rates team. Badr Mernissi, its global head of non-linear rates trading, based in London, has gone. JPMorgan declined to comment on Mernissi's whereabouts. Mernissi ignored our invitations to disclose his intentions.
And, finally: Did you know there's a record for that?... [more]From UPI: A serial Guinness World Record breaker from Idaho recaptured a neck-straining title by balancing 195 rolls of toilet paper on his forehead. David Rush, who holds the most concurrent Guinness World Records titles, originally set the record for the most toilet paper rolls balanced on the he
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: On July 9th, participants from 28 countries joined Opalesque's "Kant & Capital" webinar - not for a lecture, but for a workshop. The premise: after sixty years of labels - SRI, triple bottom line, ESG, impact - each of which fell short of its promise, i..
