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Alternative Market Briefing

Opalesque Roundup: Sovereign Money Flood: ADIC's $15bn hedge fund bet, ExodusPoint's $2bn and a Macro shift
Monday, June 15, 2026

Markets spent the week balancing record private-market exuberance against mounting macro and concentration risk. This edition leads with five Opalesque Exclusives, then synthesises the week's industry flow across performance, capital, launches, macro, AI, regulation and digital assets.

EXCLUSIVE

SuperReturn: The Go-To Managers - AVANT BIO

At SuperReturn International in Berlin, AVANT BIO founding general partner Daniella Kranjac told Opalesque she invests in the invisible layer of biotech, the picks and shovels of life sciences, deliberately avoiding binary therapeutic risk. She also set out where AI is still missing in pharma and what it takes to survive the conference circuit.

Read the Opalesque Exclusive

EXCLUSIVE

UBS: Hormuz shock tilts the world

UBS argues the disruption at the Strait of Hormuz is tilting the world toward a more fragmented, higher-cost order. Its scenario work suggests Europe would bear the brunt of an oil shock through its energy import dependence, while the US impact would be more contained and a prolonged disruption could materially reset inflation and growth expectations.

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