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Alternative Market Briefing Weekly

Opalesque Roundup: Money keeps flowing to hedge funds as July's damage is counted
Saturday, August 15, 2026

July's damage was still being counted this week, and the counting produced a more interesting picture than the headlines. Managers cut borrowing without cutting conviction, allocators kept sending money in, and the talent market carried on as though nothing had happened - while regulators drew fresh lines around who qualifies for what.

Opalesque Exclusives this week
EXCLUSIVE 14 Aug 2026

World's largest CLO ETF passes USD 30bn: What allocators should watch next

Janus Henderson's JAAA has crossed USD 30 billion, roughly 60 percent of the global CLO ETF market, with more than USD 5.7 billion of net inflows in 2026. Opalesque examines the concentration, spread compression and liquidity questions behind the milestone.

EXCLUSIVE 14 Aug 2026

Ackman's First Public Letter: Six New Stocks - and a Blueprint for the Permanent Capital Manager

Ackman's first quarterly letter as chief executive of a listed asset manager landed on 12 August. The press fixed on six new positions - Netflix, Visa, Mastercard, S a......................

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