68% of asset managers rate alternative retail distribution as a challenge... [more]Laxman Pai, Opalesque Asia: 68% of managers rate the distribution of alternatives as a major or moderate challenge, said a study.
After a wave of acquisitions, managers need to overcome retail distribution challenges as they seek to integrate alternative investment capabilities, said the new r
Despite July's slippage, CTAs remain in positive territory for the year, up 7.68%... [more]Opalesque Industry Update - The managed futures industry slipped to a monthly loss in July 2022, down -0.64% according to the Barclay CTA Index, compiled by BarclayHedge, a division of Backstop Solutions.
Despite July's slippage, CTAs remain in positive territory for the year, up 7.68%. CTAs had
Icahn's investment portfolio posts second-quarter loss... [more]From Institutional Investor: Carl Icahn's private hedge fund suffered a 4.8 percent loss in the second quarter. But the private hedge fund-like portfolio is still in the black for the year.
It remained in the black for the first half of the year, gaining 4.3 percent, according to a regulatory fi
Commodity: Record outflows from commodity ETPs obscure long-term demand... [more]From FT: Investors pulled record amounts of money out of commodity exchange traded products (ETPs) in July, but industry observers said the rush for the exits ignored some long-term factors.
About $11.2bn was pulled from commodity ETPs globally, surpassing the combined outflows of $9.7bn recorde
Property: China property developers' woes cast shadow over management units... [more]From Reuters: China's real estate crisis is casting a darkening cloud over governance and financial prospects of once highly valued property management companies, triggering a rout in their shares and making investors cautious.
Already battered share prices have fallen a further 7% this month as
U.S.: Elon Musk sells Tesla shares worth $7bn to raise cash in case he's forced to buy Twitter... [more]From Business Insider: Elon Musk sold 7.92 million Tesla shares worth $6.9 billion over three days this past week. He said he wanted to "avoid an emergency sale" of Tesla stock in case he was forced to buy Twitter.
Musk said in April he wasn't planning to offload any more shares in the electric
Study: Past performance is no guarantee of future success for buyout fund managers... [more]From Institutional Investor: For investors in buyout funds, sticking with managers who have a strong track record doesn't always pay off. From 2009 to 2018, only 23 percent of buyout funds in North America with a top-quartile performance at the time of fundraising remained in the top quartile in the
Legal: Investment manager Timothy Schools convicted for GBP20m theft... [more]From Reuters: An investment manager of a collapsed 100-million-pound ($121 million) Cayman Islands-based legal financing fund was on Wednesday convicted by a London jury of fraudulent trading, fraud by abuse of position and money laundering.
Timothy Schools, a 61-year-old former lawyer who found
Activist investor fights for broader representation at Richemont... [more]From Reuters: Activist shareholder Bluebell Capital Partners on Monday claimed a partial victory in its efforts to overhaul management at luxury group Richemont after the company proposed the appointment of a director to look after the interests of ordinary shareholders.
Cartier jewellery group
And, finally: Great Art... [more]From Oddity Central: For the low, low price of $6,200, you can be the proud owner of "Pickle," an unorthodox art installation at the Michael Lett Gallery in Auckland, New Zealand, Oddity Central reported. Australian artist Matthew Griffin is the creator of the piece, which comprises a ketchupy pickl
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.
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B. G., Opalesque Geneva: In part II (of II) of this interview, Charlie Wilson, co-manager of the Thornburg Developing World Fund, describes the investment shifts his portfolio has made of late, including a shift away from Russia and towards China and Latam, and a steady increase in financials, consu..
