Opalesque Exclusive: Private equity on pace for another slow fundraising year... [more]Bailey McCann, Opalesque New York: Fundraising for traditional drawdown vehicles is down for a third year in a row as private equity struggles to give cash back to investors. The latest data from Pitchbook shows that private equity managers are working through existing dry powder in lieu of raisi
Other Voices: Deals still get done, but only with a new playbook... [more]By:Holger Ebersberger, Dr. Matthias Weissinger | McDermott Will & Schulte
Execution has become the defining capability
As we are approaching the third quarter of this year, one theme stands out. Across private equity, transactions are progressing, but they are taking different paths t
Opalesque Exclusive: Quantitative fund rebounds following Iran war shock... [more]Bailey McCann, Opalesque New York for New Managers: Despite ongoing uncertainty around the war in Iran, markets largely bounced back in April and May. That rebound boosted hedge fund performance, particularly among
Universal Music Group declines USD 64 billion takeover proposal... [more]Universal Music Group rejected a takeover approach reportedly valued at USD 64 billion. The decision underscores management's confidence in the company's long-term prospects and highlights the strategic value of music rights assets.
EM record rally leads two hedge funds to turn away investors... [more]Emerging market assets have staged a powerful rally, helping several hedge funds deliver standout returns. The gains reflect improving sentiment toward developing economies and renewed investor appetite for risk assets outside the US.
Capula backs Cinctive in USD 450 million bet on hedge fund peer... [more]Capula Investment Management has reportedly committed USD 450 million to Cinctive Capital, reflecting continued investor demand for multi-manager hedge fund platforms. The investment highlights confidence in scalable hedge fund business models and talent-driven strategies.
Hong Kong plans tax cuts and bonus incentives to lure top fund managers... [more]Hong Kong is reportedly considering tax incentives and compensation-related benefits to attract leading hedge fund and asset management talent. The initiative forms part of broader efforts to strengthen the city's position as a global financial center.
Hedge funds turn bearish on US natural gas for first time since 2024... [more]Hedge funds have shifted to a net bearish position on US natural gas, marking the first such move since 2024. The positioning reflects expectations for softer demand, stronger supply conditions or changing weather forecasts.
This fund manager has a brilliant strategy for investing in AI stocks... [more]A fund manager outlined an investment framework designed to identify AI winners while managing valuation risk. Rather than focusing solely on headline names, the approach emphasizes businesses positioned to benefit from AI adoption across industries.
The hedge fund veteran trying to make his past self obsolete with AI... [more]A veteran hedge fund manager is embracing artificial intelligence in an effort to transform the investment process and reduce reliance on traditional research methods. The story illustrates how AI is reshaping portfolio management across the industry.
How crypto hedge funds are navigating weak markets... [more]Crypto hedge funds are adapting to a more challenging market environment through stricter risk management, diversified strategies and selective opportunities. Managers continue seeking ways to generate returns despite lower volatility and reduced speculative activity.
Hedge funds have taken a GBP 640 million bet against Flutter in London... [more]Hedge funds have built substantial short positions against Flutter Entertainment, reflecting concerns about regulatory developments, taxation and competitive pressures. The wager represents one of the larger bearish bets in the European gaming sector.
Regulators didn't speak to US fund at heart of Segantii trial... [more]A US investment fund linked to issues examined during the Segantii insider trading case said regulators had not contacted it directly. The development adds another dimension to a closely watched enforcement case in Asian financial markets.
And, finally: Saving the planet, one butt at a time... [more]From Newsoftheweird: When Noreen Van Holstein and Lalita van Lamsweerde launched the WasteBar food truck in 2022 in The Netherlands, they weren't sure how their idea for people to collect cigarette butts in exchange for Dutch pancakes would go over. "I wasn't sure whether people would be apprehensiv
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.
RSS
Matthias Knab, Opalesque for New Managers: When BlackRock's Spring 2026 Hedge Fund Outlook landed, much of the commentary focused on its bullish stance toward hedge funds - the rising dispersion, the M&A acceleration, the macro opportunities. But the most important warning in the report has rece..
