|
|
Hedge funds have just delivered their best first half in 13 years, Millennium pods are printing billions, and the yen has sunk to a 40-year low - yet beneath the celebration, the industry is quietly splitting into AI winners and everyone else. This edition of Alternative Markets Weekly synthesizes the week's most important developments across performance, capital flows, talent, macro risk, activism and digital assets, anchored by this week's Opalesque Exclusives.
This Week's Opalesque Exclusives
EXCLUSIVE The Big Picture: Kant and Capital - Seven Theses on What ESG Missed, and What Comes Next
On July 9, participants from 28 countries joined Opalesque's Kant and Capital webinar - a workshop, not a lecture, on why sixty years of labels from SRI to ESG to impact each fell short, and whether Kant's categorical imperative can provide the normative core that ESG never had. Panelists Gert Dijkstra (formerly APG Asset Management), Kate Hofman (GrowUp Farms, Pesto) and George Darrah (Systemiq Capital) were joined by wealth managers, family office principals and finance ethics academics reasoning out loud in real time. Among the seven theses: ESG did not fail from bad intentions, it was hollowed out; the Muskonomy is not an edge case but a template; and misaligne...................... To view our full article Click here
|
|