Tue, Jun 30, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing

Opalesque Roundup: More Polymarket insider charges, record Japan CB arbitrage returns and resilient flows mark busy Alts Week
Monday, June 01, 2026

Hedge fund redemptions reached their fifth consecutive five-year low in May even as equity markets navigated a complex backdrop of AI-driven earnings optimism and persistent geopolitical pressure from the Strait of Hormuz. The week produced significant regulatory action in prediction markets, a high-profile convertible arbitrage performance report from Asia, and a notable strategic move by AGF Management in alternatives. Below is Opalesque's full review of the week across alternative markets.

Opalesque Exclusives
EXCLUSIVE Eagle's View Japan Arbitrage Fund up 9.91% YTD as Tokyo convertible issuance accelerates

Eagle's View Japan Arbitrage Fund gained 5.65% in April and stands up 9.91% year-to-date, benefiting directly from a surge in convertible bond issuance out of Tokyo. Recent CB issuance from Nippon Steel, Advantest and JX Metals has created a rich pipeline of convertible arbitrage opportunities. The strategy illustrates how Japan's evolving corporate finance landscape is generating differentiated alpha for specialist managers that broader equity approaches cannot easily replicate. For institutional allocators seeking uncorrelated Asia-Pacific exposure, the fund's track record this year offers a compelling data point.

E......................

To view our full article Click here
Article link
Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Other Voices: Nvidia extraordinary growth and the challenge of sustaining demanding valuations over time[more]

    Antonio Di Giacomo, Senior Market Analyst at XS.com, writes: Nvidia has established itself as one of the most extraordinary growth companies in the global technology sector. Over the past two fiscal years, its revenues have risen from levels close to $60 billion annually to well above $120 billi

  2. Secondaries take center stage: What the 2026 PE landscape means for GPs and investors[more]

    Matthias Knab, Opalesque for New Managers: The 2026 edition of Dechert's Global Private Equity Outlook - "Signs of a Gradual Thaw" - marks a notable shift in industry sentiment. After years of compr

  3. And, finally: Time to share it with the people[more]

    From Newsoftheweird: Leavenworth, Washington, has become a tourist destination because of the Bavarian theme businesses have adopted there, NPR reported. One shop, the Leavenworth Nutcracker Museum, houses the world's largest nutcracker collection, thanks to 101-year-old Arlene Wagner. Wagner sta

  4. Opalesque Exclusive: Private Markets Evergreen Funds - An Insider's View[more]

    Matthias Knab, Opalesque for New Managers: Private Markets Evergreen Funds: What Investors Need to Know Before They Dive In The democratization of private markets is well underway. Structural barriers t

  5. Opalesque Exclusive: Governance, Scale, and Boutique Resilience in a Consolidating Hedge Fund Industry[more]

    Matthias Knab, Opalesque for New Managers: The hedge fund industry has undergone significant consolidation in recent years, with capital increasingly concentrated among large multi-strategy platforms. Yet boutique m

Click here for More about Opalesque Tracking
- A new, unique Premium Service -
  1. TOMS
  2. CIFC
  3. Hedge Funds Returns
  4. Voleon
  5. Apollo Credit
  1. mortgage fund
  2. standard pacific
  3. hbk
  4. fund manager
  5. Adar