Digital transition tops agenda at wealth management firms... [more]Laxman Pai, Opalesque Asia: A majority of 86% of wealth management firms believe digital is a key priority ahead of the coming year, and are currently implementing at least one digital initiative, said a study.
Meanwhile, 50% of firms were investing more than 10% of operating expenditure in d
One Peak's third fund capped at $1bn... [more]Laxman Pai, Opalesque Asia: One Peak, an investor in growth stage B2B software companies in Europe and Israel, has closed the One Peak Growth III fund at its hard cap of $1 billion.
According to a media release from the London-based VC firm, One Peak Growth III was significantly oversubscribed
Hedge funds hit with redemptions... [more]From Institutional Investor: Hedge funds are experiencing high levels of redemptions from investors as their current allocation to alternatives stays well above their targets. Private equity is also suffering from the pressure of overallocation.
In North America, the average investor allocation
Embrace hedge funds long-term - or leave them alone... [more]From Asian Investor: Hedge funds can provide returns during periods of market turmoil. Asset owners should consider if and how they want to incorporate the asset type in their portfolios.
Hedge funds are often considered a risky and costly alternative investment choice. And the hedge fund indust
Managed futures are working - but investors aren't benefitting... [more]From Institutional Investor: Although commodity trading advisors have had a banner year, investors don't have a big enough allocation to get the protection they need, according to Universa Investments' Ron Lagnado.
Lagnado, the tail-risk hedging firm's research director, recently analyzed severa
Kraken's 'savage' layoffs, more trouble for crypto hedge funds... [more]From Financial News: Staff at Kraken have become the latest victims of the crypto winter after the US-based exchange announced 1,100 job cuts.
In conversations with Financial News, laid off workers spoke of the "savage" redundancy process of being locked out of their work computers with little-t
Investing: Short sellers vindicated again with bear-market rally sputtering... [more]From Bloomberg: Order has been restored to the world for bearish traders, with their favorite targets under pressure again after surging during the recent equity rally.
Stocks with the heaviest short interest dropped 3.5% Tuesday, more than double the losses in the S&P 500, going by thematic bas
Property: Commercial-property funds see a surge in outflows... [more]From WSJ: $3.7 billion of redemptions. That's how much nontraded real-estate investment trusts paid out in redemptions in the third quarter. That marks a 12-fold increase on a year earlier.
The redemptions from nontraded REITs, which are popular investments for wealthy individuals, reflect the
Tech: The US Chips Act: The next major headache for Asian tech investors... [more]From Finance Asia: Asian technology companies account for a third of regional investment indices, but the ban on advanced chips is testing appetite for a sector already facing cyclical weakness and ongoing regulatory uncertainty.
In early October, the US Department of Commerce issued an update a
U.S.: Republicans propose recommendations to curb 'big three' asset managers' influence... [more]From PIonline.com: Republican staff for the Senate Banking Committee released a report Tuesday taking aim at the nation's largest asset managers and outlined recommendations to curb their "growing influence" at shareholder meetings.
The report focuses on the "big three" managers: BlackRock, whic
MENA: Secretive Gulf family's $300bn fortune is about more than oil... [more]From Bloomberg: In a region where opulence is on full display, Sheikh Tahnoon bin Zayed Al Nahyan keeps a low profile belying his importance. That doesn't stop the whispers about the Abu Dhabi royal, who's also the top spymaster for the United Arab Emirates: that he's effectively in charge of large
Asia: MPF assets back above $129bn on Chinese equity gains,... [more]From Asian Investor: A strong rebound in performance in November - likely to continue in December - could save the retirement scheme from experiencing the worst-performing year on record.
A strong rebound in Chinese equities in November helped to reverse Hong Kong's mandatory retirement fund's p
Study: Global pensions with $3tn on books fear stagflation... [more]From Reuters: Global public pension schemes and sovereign wealth funds managing more than $3 trillion in assets fear a combination of economic slowdown and higher inflation in the next 12-24 months, a survey showed on Tuesday.
The investors face huge challenges in switching their portfolios to c
And, finally: That's a lot of chips in your belly... [more]While some smuggle drugs and other exotic animals, a woman in China agreed to be a mule for processors. According to a Mydrivers report, Chinese customs authorities detained a woman who tried to smuggle 202 Intel processors and nine iPhones strapped inside her prosthetic belly.
The event occurr
Issue 8 of Horizons: Family Office & Investor Magazine is out, starting with a BANG. Continuing our Family Office ANONYMOUS series, the Principal of a family office with merchant roots dating back before the French Revolution (1789) explains How to Do a Prenup Without Shooting Yourself in the Foot. But before even thinking of a prenup, make sure you have gone through Whitney Tilson's 12 Questions to Ask Before You Marry Someone.
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: The petrodollar era may be ending at last - as many economists have been predicting this year. And if that were the case, it would have multiple implications around the world.
In a recent report inspired by an article in Modern Diplomacy in May, Charles-Henry Monchau, CIO ..
