S&P CEOs more focused on AI opportunity than macro risks... [more]By Opalesque: Apparently, not all CEOs concur with LVMH's Bernard Arnault, who said the Middle East war could spiral into "global catastrophe."
Switzerland-based Syz Private Banking G
Due diligence by Google: SEC charges Reign Financial and Berone Capital in $26 million scheme... [more]Matthias Knab, Opalesque: As of May 12, 2026, the U.S. Securities and Exchange Commission has accused Reign Financial International, the investment adviser Berone Capital, and several individuals of orchestrating a $26 million investment fraud. The complaint, filed May 7, 2026 in the U.S. Distric
Hedge funds record decade-high weekly buying in Korea, Japan, Taiwan equities, Morgan Stanley says... [more]Hedge funds posted their largest weekly purchases in a decade across equities in Korea, Japan, and Taiwan, according to Morgan Stanley. Buying was concentrated in technology and AI-related sectors as investors increased exposure to Asia's semiconductor supply chain. The surge reflects renewed co
Hedge funds are loading up on Asia's AI supply chain... [more]Hedge funds are aggressively increasing positions in companies tied to Asia's artificial intelligence supply chain. Investors are targeting semiconductor manufacturers, memory producers, and component suppliers expected to benefit from sustained AI demand. The trend highlights how AI investment them
Dramatic market rebound in April tested quant funds... [more]Quantitative hedge funds faced a difficult environment during April's sharp market rebound, according to PivotalPath. Rapid reversals and momentum swings challenged systematic models designed for more stable trends. The month exposed vulnerabilities in some quantitative strategies during sudden mark
How does Jane Street's trading haul stack up against the hedge fund elite?... [more]In case you missed it, Jane Street on Friday told its lenders that it notched up a new record trading haul in the first three months of the year - a cool $16.1bn of net trading revenues and net income of $10.3bn. That's a lot. Naturally, this has stirred plenty of envy. Some rival trading firms
Hedge funds make their move as litigation finance assets slump... [more]Hedge funds are targeting opportunities in litigation finance after valuations in the sector declined sharply. Investors see potential for distressed acquisitions and restructuring activity as funding conditions tighten. The move reflects broader interest in niche alternative asset classes during ma
Icahn's hedge fund stumbles again as shorts backfire... [more]Carl Icahn's hedge fund suffered another setback as bearish positions moved against the firm during the market rebound. Losses on short trades added pressure after a difficult period for the fund. The performance highlights the risks of maintaining aggressive bearish positioning during sharp rallies
Andrew Left heads to trial as short selling faces a legal reckoning... [more]Prominent short seller Andrew Left is heading to trial in a case closely watched across the hedge fund industry. The proceedings could have broader implications for activist short selling and market commentary. The case highlights increasing regulatory and legal scrutiny of short-selling practices.
Hedge fund founder buys USD 35 million Belgravia mansion despite luxury slump... [more]A hedge fund founder has purchased a USD 35 million mansion in London's Belgravia district despite weakness in the luxury property market. The acquisition underscores continued demand for prime real estate among ultra-wealthy buyers. It also highlights the resilience of trophy assets in global citie
Adams Street Partners closes sixth co-investment fund at USD 2.5 billion... [more]Adams Street Partners has closed its sixth co-investment fund with USD 2.5 billion in commitments. Investor demand remained strong for strategies offering direct exposure alongside private equity sponsors. The raise reflects continued institutional appetite for co-investment structures.
Brevan Howard is hiring rates portfolio managers... [more]Brevan Howard is expanding its rates trading business with additional portfolio manager hires. The firm continues building out macro and fixed-income capabilities amid heightened volatility in global bond markets. Competition for experienced rates traders remains intense across hedge funds.
Citadel hedge fund secures regulatory nod for Dubai trading debut... [more]Citadel has received regulatory approval to begin trading operations in Dubai. The move strengthens the firm's Middle East expansion and reflects Dubai's growing role as a hedge fund hub. Major alternative asset managers continue increasing their regional presence.
Hedge funds make their move as Litigation Finance assets slump... [more]A losing streak in litigation finance is attracting hedge funds and other alternative investment managers looking to invest in legal claims at distressed valuations, according to people familiar with the matter. Firms working in distressed-debt special situations including Davidson Kempner Capital M
Knox County commission planning homes not hedge funds ordinance to crack down on rental operations... [more]Officials in Knox County are considering new rules aimed at limiting institutional ownership of residential housing. The proposed ordinance targets large-scale rental operations associated with hedge funds and investment firms. The debate reflects growing concern over housing affordability and corpo
How Warren Buffett disciple turned a $70K retirement account into $264m by following simple rules... [more]In a remarkable tale of investment success spanning three decades, Ted Weschler - now one of the top executives at Berkshire Hathaway - transformed a modest retirement account into a fortune worth hundreds of millions. His journey offers valuable insights into the power of consistent investing, com
Saba Capital reignites battle with REIT Workspace Group... [more]Saba Capital has renewed pressure on UK office landlord Workspace Group as activist tensions escalate. The hedge fund is pushing for changes aimed at improving shareholder value. The dispute reflects continued activist activity in listed real estate companies.
Falling dollar dents Canadian pension returns, triggers hedging rethink... [more]Canadian pension funds are reassessing currency hedging strategies after weakness in the US dollar reduced returns. The decline has impacted overseas investments and prompted discussions about long-term hedging policies. Pension managers are balancing currency risk against diversification benefits.
Bessent's unprecedented grasp on Japan policy tests Takaichi... [more]The influence of investor Scott Bessent on discussions surrounding Japanese economic policy is drawing increased attention. His views on fiscal and monetary strategy are being closely watched by policymakers and markets. The situation highlights the growing role of global investors in shaping policy
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.