Today's Exclusives

• Opalesque Exclusive: This systematic manager can provide positive returns on both tails [more]

  B. G., Opalesque Geneva: Trading intraday programs, in general, has very unique advantages which many investors are not aware of, according to Deep Field Capital AG (DFC). Deep Field is a Zug, Switzerland-ba

• Brookfield raises mammoth $15bn for maiden energy transition fund [more]

  Laxman Pai, Opalesque Asia: Brookfield Asset Management has raised USD 15 billion for its Brookfield Global Transition Fund (BGTF), the global alternative asset manager's inaugural fund focused on investment opportunities relating to reducing greenhouse gas emissions and energy consumption. A

• Apollo, Hostplus team up to launch $1.25bn Asia Pacific credit strategy [more]

  Laxman Pai, Opalesque Asia: The global alternative asset manager Apollo Global Management said it will launch an Asia Pacific credit strategy in partnership with Hostplus, an industry superannuation fund in Australia. The new strategy launches with $1.25 billion in assets after an inaugural r

Today's Other Voices

• Other Voices: ESG exuberance is at all-time highs. But will investors buy? [more]

  As investors increase their focus on mission-based investing, they continue to grapple with ESG and what it means to them. By David Shalom, Director of Capital Introductions at Pershing Innovation. New investment solutions. That's how managers deliver value and attract new inve

More Exclusives

• 21. Jun. | Opalesque Exclusive: Don't be fooled by recent bias [more]

  B. G., Opalesque Geneva: According to portfolio manager Elias Nechachby, investors are sometimes fooled by "recency bias". That is why they allocate money to strategies that have performed the best in the last months or years and deallocate from the ones that performed the worst. Howeve

• 20. Jun. | Opalesque Roundup: Hedge funds now down -1.4% YTD: hedge fund news, week 22 [more]

  In the week ending June 17th 2022, hedge funds fell for a second consecutive month in May with a return of -0.4%, dragging year-to-date returns further into the red at -1.4%. A steeper than

• 13. Jun. | Opalesque Roundup: Hedge fund industry down -5.88% YTD in May: hedge fund news, week 21 [more]

  In the week ending June 10th 2022, the Barclay Hedge Fund Index compiled by BarclayHedge revealed that the hedge fund industry posted a loss of -0.66% in May, though loss

• 10. Jun. | Opalesque Exclusive: Private markets withstand macro pressure [more]

  Bailey McCann, Opalesque New York: New data from investment bank Lincoln International companies are showing signs of distress but private markets are still showing some signs of resiliency. According to a recent survey of approximately 100 alternative asset investment professionals conducte

• 06. Jun. | Opalesque Roundup: Trading gain combined with new entrants push total hedge fund AUM to $5.14tn: hedge fund news, week 20 [more]

  In the week ending June 3rd 2022, BarclayHedge said that hedge fund redemptions accelerated in March totalling -$35.37 billion (-0.70% of industry assets), according to its B

• 01. Jun. | Opalesque Exclusive: Private funds weather new headwinds [more]

  Bailey McCann, Opalesque New York: First quarter private fundraising figures were a little less than one-quarter of total 2021 fundraising, which could indicate a fundraising slowdown, according to the latest data from Pitchbook. Global private equity fundraising hauled in $94.8 billion committed

• 31. May. | Opalesque Exclusive: Global macro fund builds on positive 2021 performance with solid first quarter [more]

  Bailey McCann, Opalesque New York for New Managers: 2022 has been a solid year for global macro funds. The category returned 10.3% in the first four months of the year, compared to the average hedge fund which retur

• 30. May. | Opalesque Exclusive: Helm: It is more important than ever that investors seek out uncorrelated sources of alpha [more]

  B. G., Opalesque Geneva: A contrarian global equity strategy managed out of New York is poised to seize opportunities in China, Chile, and Turkey, as its goal is to capture recoveries that follow price dislocations. Furthermore, the manager believes we are on the cusp of a new investment regime w

• 30. May. | Opalesque Roundup: Investors redeem $10.5bn from hedge funds despite outperformance: hedge fund news, week 19 [more]

  In the week ending May 27th 2022, the HFM Hedge Fund Flows Report said that investors redeemed a net $10.5bn from hedge funds in April, marking a sharp turnaround from the past th

• 27. May. | Opalesque Exclusive: As volatility ramps up, one firm takes advantage of investor bias [more]

  Is there an element of predictability to the current market volatility? Roy Niederhoffer founder of New York-based R.G. Niederhoffer Capital Management argues that there is. Even if it's difficult to guess what the market is going to do next, investors tend to have a set of cognitive biases that

• 25. May. | Opalesque Exclusive: Project finance fund investing in biogas is at the right place at the right time [more]

  B. G., Opalesque Geneva: Now is a good time to invest in biofuels in Europe; demand for locally produced gas is strategically important, as is the search for net-zero carbon neutrality. Prestige Funds, a private debt provider that manages several specialist alternative credit funds, has been doin

• 23. May. | Opalesque Roundup: Billion-dollar club hedge funds outperform smaller funds fourth consecutive month: hedge fund news, week 18 [more]

  In the week ending May 20th 2022, HFM announced that its Global Composite Index was down -0.4% in April and -0.6% year-to-date, while the HFM FoHF Composite Index declined -2

• 18. May. | Opalesque Exclusive: This contrarian macro hedge fund is ready for a massive price correction [more]

  B. G., Opalesque Geneva: If you believe there is going to be a massive price correction and that now is the time for investors to have a hedge to beta exposure, then this contrarian macro fund is well positioned for you. Eagle's View's Contrarian Macro Fund Ltd seeks to capitalise o

• 16. May. | Opalesque Exclusive: Recent developments have been good for ManCos [more]

  B. G., Opalesque Geneva: The European funds market may be a complex environment, but ManCos are here to take on the burden of the paperwork and transform most funds into a European vehicle ready for distribution. In part 2 of this interview, Julian Mayo, head of business development at

More Other Voices

• 16. Jun. 2022 | Other Voices: ESG funds perform better with lower costs - ESMA asks why [more]

  Authored by David Naughton and Katrina Smyth from LK Shields, an Irish corporate and commercial law firm. The European Securities and Markets Authority (ESMA) published a study confirming that funds which include environmental, social and governance (ESG) features were cheaper and better perfor

• 09. Jun. 2022 | Other Voices: SEC proposes changes to ESG reporting requirements [more]

  Authors: Jon Jurva and Amy Antoniolli from law firm ArentFox Schiff. Many investment funds, advisors, and companies have been working to incorporate environmental, social, and governance (ESG) factors into their investment practices, but the US Securities and Exchange Commission (SEC) has propos

• 25. May. 2022 | Other Voices: Private equity under antitrust scrutiny [more]

  Authored by John Ceccio and Ben Labow from US law firm Wilson Sonsini Goodrich & Rosati. For at least the third time in recent months, the U.S. Department of Justice (DOJ) and Federal Trade Commission (FTC) have signaled increased scrutiny of the private equity industry, highlighting interlo

• 06. May. 2022 | Other Voices: The selloff is overdone [more]

  Authored by Heeten Doshi, founder of Doshi Capital Management. Anyone who is still bearish and calling for more downside is foolish. The selloff is overdone. To point to further declines from here is poor risk management. With the Nasdaq 100 down 22% and S&P 500 down 13% for the year

• 26. Apr. 2022 | Other Voices: China's Zero COVID policy fuels inflation [more]

  By Gilles Seurat, Fixed Income and Cross Asset Portfolio Manager, La Francaise AM. China's year-on-year GDP growth rose from +4% in Q4 2021 to +4.8% in Q1 2022 (Source: Bloomberg). But the outlook is significantly bleaker for the end of 2022 given namely the rise in the number of COVID cases

• 22. Apr. 2022 | Other Voices: SEC targets private funds in 2022 examination priorities [more]

  By: Gerald Francese, Ryan Last, Michael Renetzky, Heather Stone, from law firm Locke Lord LLP. On March 30, 2022, the U.S. Securities and Exchange Commission's Division of Examinations issued its annual examination priorities for 2022. The Division will prioritize five significant focus are

• 28. Mar. 2022 | Other Voices: Enjoyed the last 12 years? You're going to hate the next six... [more]

  From Neal Berger, Founder/CIO of Eagle's View Capital Management, LLC, an award-winning alternative investment manager. Global equities, bonds, cryptocurrencies, NFTs, and other asset classes have existed in a fake and unnatural market environment for so many years that investors have become

• 23. Mar. 2022 | Other Voices: US finalizes LIBOR transition law [more]

  Authored by Lisa Fried, Marc Gottridge and Brittany Crosby-Banyai, from Herbert Smith Freehills, an international law firm. President Biden on March 15, 2022 signed into law the Adjustable Interest Rate (LIBOR) Act, long-awaited federal legislation to address the potential disruption of contrac

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US TREASURY FUTURES (@TY) – Daily

Currently: Cash Looking to: Sell T-Note Price futures @ 1.48% yld

As of 3/21/21 @ 9:27pm EST: 1.691% yield

LAST WEEK: We suggested selling longs / getting short of 10-year T-Note price futures at 1.392% on the 10-year Treasury yield.

UPDATE: Treasury yields simply have not let up on their advance. Right now, it looks like they want to continue to work higher towards 1.972% or higher.

We would sell longs / get short of 10-year T-Note price futures when yields re-test support at 1.48%. We will hold those shorts until yields move back up to 1.972%.