Hedge fund launches fall 40% in Q2 while liquidations nearly halve... [more]Matthias Knab, Opalesque for New Managers: Both new hedge fund launches and liquidations fell sharply through mid-2026, as investors positioned for sharply higher interest rates, growing tensions around AI accelerat
Silver Lake expands on Icahn, hedge fund collusion claims... [more]Silver Lake has intensified its allegations that Carl Icahn and several hedge funds coordinated an unlawful campaign against its $25bn acquisition of Endeavor Group Holdings, the former parent of WWE. In a court filing, the private equity firm argued that parallel legal challenges to the transaction
Are hedge funds the missing puzzle piece in client portfolios?... [more]AGF Capital Partners' Ash Lawrence and New Holland Capital's Scott Radke argue that absolute-return hedge funds can improve portfolio resilience through diversification, downside protection and risk mitigation. Canadian private asset funds held $152bn at the end of 2024, compared with $97bn in hedge
Hedge funds are a top draw in Asia as investors look beyond bonds... [more]Asian pension funds, family offices and other institutional investors are increasing hedge fund allocations as traditional bonds become less reliable portfolio diversifiers. Hedge Fund Research estimates that global hedge fund assets increased by $409bn in the second quarter of 2026 to a record $5.6
Asia's big investors are warming up to hedge funds... [more]Asian institutional investors are reconsidering traditional 60/40 portfolios as government bonds have struggled to offset equity market risks. Since the end of 2024, the MSCI World Index has gained approximately 36%, while the FTSE World Government Bond Total Return Index has declined 7%. Hedge fund
IMF sounds the alarm on tech's billion-dollar borrowing spree... [more]The International Monetary Fund has warned that heavy borrowing by technology companies to finance AI infrastructure could create new vulnerabilities in global financial markets. Its Global Financial Stability Report highlights the possibility that AI-related corporate debt issuance will compete wit
What we know (and don't know) about hedge fund billionaire Izzy Englander's giving... [more]Millennium Management founder Israel Englander, whose fortune is estimated at nearly $30bn, has maintained a relatively modest public philanthropic footprint through his Englander Foundation. The foundation's recent grants have focused largely on Jewish religious institutions in Brooklyn, with annua
Brazil's hedge fund pioneers adapt to a changing industry... [more]Brazil's multimarket fund industry is undergoing a structural transformation as prominent managers including Luis Stuhlberger of Verde, Rogerio Xavier of SPX and Andre Jakurski of JGP face declining assets and changing investor demands. Their firms collectively manage more than BRL95bn, down fro
Josh Resnick's hedge fund overhauls top holdings. Here's how they fared.... [more]Josh Resnick's Jericho Capital Management generated a 6.9% gross return in the third quarter, bringing its flagship fund's year-to-date gain to 19.6%. Its Special Opportunity fund performed even better, gaining 18.3% gross during the quarter. The technology-focused manager achieved strong returns wi
Paul Tudor Jones says 2027 could be a really challenging year for the stock market... [more]Paul Tudor Jones told CNBC's "Squawk Box" on Tuesday that next year could be a tough one for the stock market because of increased equity supply from big tech IPOs. "2027 is going to be really, really challenging for the stock market," he said. The founder and chief investment officer of Tudor Inves
Paul Tudor Jones is bullish on oil, says it could rally another $20-$25 because of Iran conflict... [more]Paul Tudor Jones said that oil could rally as much as $20 to $25 higher in the near-term. He comes to that belief with a lack of resolution to the U.S.-Iran conflict likely ahead of the midterm elections in November. If that oil rally were come to pass, he said the equity market would "absolutely, t
Millennium poached the hot ex-Citi junior rates trader who was at Citadel... [more]Millennium Management has recruited Ravi Vinda, a short-term interest rate trader who previously worked at Citadel, Brevan Howard and Citi. Vinda spent three years on Citi's London STIRT desk before joining Brevan Howard for four years and moving to Citadel in July 2025. His latest move highlights t
And, finally: Take Me Home, Country Roads... [more]From Newsoftheweird: After a 28-year hike from Chile, Karl Bushby, 57, is finally back in the U.K. The Independent reported on Oct. 7 that the former British paratrooper set out on foot in 1998 to walk, and sometimes swim, from South America back to his hometown of Hull, England.
He journeyed ov
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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