Fri, Jul 31, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing Weekly

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

Saturday, June 13, 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.

Read the Opalesque Exclusive

EXCLUSIVE

Family offices pivot to resilience and diversification

The UBS Global Family Office Report 2026, covering 307 family offices with an average net worth of USD 2.7 billion across more than 30 markets, finds allocators recalibrating toward resilience and diversification rather than abandoning long-held convictions. Geopolitical conflict ranks a......................

To view our full article Click here

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. 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

  3. 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

  4. 755 Unicorns, $8 Trillion: Fifth Era maps the autonomous digital economy[more]

    Matthias Knab, Opalesque for New Managers: Fifth Era Partners, a specialized asset manager focused on the convergence of Internet, AI/Agentic and Blockchain technologies, has released the findings of its 13th Bia

  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