Sun, Jul 19, 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: Record USD 5.22tn industry capital, all-time low redemptions and the Gulf reshuffle
Saturday, July 18, 2026

Hedge funds entered the second half of 2026 from a position of remarkable strength this week. Industry capital reached a record USD 5.22 trillion, redemption pressure fell to an all-time low, and June delivered the strongest monthly gains of the year. At the same time, the Gulf's transformation into a global hedge fund hub accelerated, regulators tightened the screws on activist investors, and managers began quietly trimming the crowded AI trades that powered much of this year's performance.

EXCLUSIVE The USD 30bn Exodus - why foreign investors flee India at exactly the wrong time Foreign investors pulled a record USD 30 billion from Indian equities in the first half of 2026 - just as corporate earnings bottomed and began beating expectations. Duro Capital's Nishchay Goel argues the sellers are a year behind the fundamentals, exiting precisely when the earnings cycle is turning and reform momentum is building.

EXCLUSIVE Hedge funds double down on AI infrastructure despite Middle East shock Hazeltree's H1 2026 data shows hedge funds stayed resilient through the geopolitical shock, with conviction in AI and semiconductors actually rising: net long chip positioning grew from 53% to 70% over the half, even as Nvidia short interest climbed - a sign of growing dispersion in how managers play the AI theme.

......................

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. Hedge Funds Returns
  3. coatue
  4. Hedge Funds
  5. CFM
  1. mortgage fund
  2. fund manager
  3. kenmar
  4. new fund launch
  5. outsource