This US hedge fund is building a systematic equities business in Europe... [more]A leading US hedge fund is expanding its systematic equities platform into Europe as competition for quantitative investment opportunities intensifies. The build-out includes new portfolio managers and researchers as firms continue investing heavily in data-driven strategies.
This highly underrated investment pro is quietly beating the market by a landslide... [more]The article profiles an investment manager who has consistently outperformed major market indices while attracting relatively little public attention. It examines the investment approach and portfolio decisions behind the strong long-term performance.
Morgan Stanley sees Nvidia, Broadcom as top AI chip buys after sell-off... [more]Morgan Stanley believes the recent technology sell-off has created attractive entry points for Nvidia and Broadcom. The bank argues that both companies remain well positioned to benefit from long-term growth in artificial intelligence infrastructure.
UBS sees Broadcom, SanDisk, Oracle stocks rebounding... [more]UBS expects shares of Broadcom, SanDisk and Oracle to recover following recent market weakness. The bank points to improving fundamentals, AI-driven demand and attractive valuations as reasons for its positive outlook.
Avis Budget reaches a $650m settlement with a hedge fund over short-swing profits... [more]Avis Budget has agreed to a USD 650 million settlement with a hedge fund in a dispute involving alleged short-swing profits. The agreement resolves a long-running legal battle related to share transactions and corporate governance issues.
Bill Ackman doubles down on keeping top international talent in the US despite visa backlash... [more]Bill Ackman has renewed his call for the United States to retain highly skilled international workers despite growing political debate over immigration and visas. He argues that attracting global talent is essential for maintaining America's leadership in innovation and economic growth.
Billionaire Ramaswamy's wealth has surged as he runs for Ohio governor... [more]Vivek Ramaswamy's personal wealth has increased substantially while he campaigns for governor of Ohio. The article examines the sources of his fortune and how his business success intersects with his political ambitions.
Low-cost hedge strategies: How investors can reduce portfolio risk efficiently... [more]The article discusses lower-cost hedging techniques that investors can use to protect portfolios during periods of market volatility. It compares various approaches designed to balance downside protection with investment returns.
Aleph Networks acquired by French investment fund... [more]Following a period of economic difficulties and a strategic shift between government and private clients, Aleph Networks was acquired by the French investment firm Verdoso in July 2026. Aleph Networks is considered a strategically important service provider for the technical directorate of the Frenc
Andy Burnham forces the Thames Water hedge funds to blink... [more]Bloomberg Opinion argues that Greater Manchester Mayor Andy Burnham has increased pressure on hedge funds involved in the restructuring of Thames Water. The article examines how political intervention is influencing negotiations over the utility's future.
Mercer promotes Europe portfolio management head to international CIO... [more]Mercer has promoted its European head of portfolio management to the role of international chief investment officer. The appointment reflects the firm's focus on strengthening global investment leadership across institutional client portfolios.
Oak Hill Advisors to relocate Europe co-head to Dubai... [more]Oak Hill Advisors is relocating its Europe co-head to Dubai as part of its regional expansion strategy. The move reflects the growing importance of the Gulf region as a hub for alternative asset managers and institutional capital.
Africa50 appoints Djalal Khimdjee as CEO of principal investment fund... [more]Africa50 has appointed Djalal Khimdjee as chief executive officer of its principal investment fund. He will oversee investments focused on infrastructure development and long-term economic growth across Africa.
Why the variable capital company is reshaping fund domiciliation... [more]The article examines the growing popularity of the Variable Capital Company (VCC) structure in Mauritius and why it is attracting investment funds. Flexible regulation, tax efficiency and simplified administration are making the vehicle increasingly attractive to fund managers.
Hong Kong tipped to approve hedge fund tax breaks, attracting investment talent... [more]Hong Kong is expected to introduce tax incentives for hedge funds in an effort to attract global investment firms and highly skilled financial professionals. The measures are designed to strengthen the city's competitiveness against rival financial centers in Asia and the Middle East.
Regal Partners projects robust 1H26 earnings amid record FUM growth... [more]Regal Partners expects strong first-half 2026 earnings supported by record growth in funds under management. The asset manager said continued investor inflows and solid investment performance have contributed to the positive outlook.
And, finally: Robots can now marry in Russia... [more]Robert, an office worker, recently married Matilda, a dancer, in Moscow's Pushkin Library. The ceremony was the first of its kind in Russia, because Robert and Matilda are robots. The humanoid machines, made by the Russian company IT-Imperial, exchanged vows written by AI, MSN reported on July 13.
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..
