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Alternative Market Briefing

Opalesque Roundup: AI unwind hits hedge funds as Asian allocators pile in and Paul Tudor Jones braces for a short 2027
Monday, October 19, 2026

Two stories ran side by side this week, and they pointed in opposite directions. On the trading desks, the AI unwind turned violent again: Goldman Sachs prime brokerage data showed global fundamental long/short funds losing money every single day of the week, with Asia-focused stock pickers hit hardest. In the allocator community, the mood was the reverse. Asian pensions, sovereign wealth funds, family offices and private banks are adding hedge funds as government bonds keep failing as diversifiers, and HFR puts industry assets at a record USD 5.6 trillion. Paul Tudor Jones added a third storyline: he expects 2027 to be "really, really challenging" for equities and says he will be short all year.

Opalesque covered all of it in the daily Alternative Market Briefing, alongside five new Opalesque Exclusives and fresh Industry Updates on flows, launches and enforcement.

Opalesque Exclusives this week

EXCLUSIVE - 16 October 2026 Not accepting the managed futures status quo: Incline IM says small is a structural edge When ......................

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