Fri, Nov 13, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing Weekly

Mag 7 crowding, a Brazil election windfall and the UK's activist showdown: the week in alternatives
Saturday, October 10, 2026

The first week of the fourth quarter showed an industry pulling in two directions at once. Hedge funds piled back into the Magnificent Seven to the highest degree since early 2022, even as conviction across broader books stayed low and trend followers kept cashing in on the bond sell-off. Brazilian macro funds booked double-digit single-day gains on an election call, Tiger Global sat on a USD 5 billion paper profit from OpenAI, and regulators in London, Washington and Luxembourg kept rewriting the rules for liquidity, fees and tokenisation. Below is our round-up, led by this week's Opalesque Exclusives. For daily coverage, subscribe to the Opalesque Alternative Market Briefing.

Opalesque Exclusives this week

EXCLUSIVE - 9 October Picks and shovels pay off: NewSpace Capital's Fund I delivers early DPI as space investing goes mainstream Bogdan Gogulan says Fund I ranks in the top percentile of its vintage on TVPI and IRR, with early distributions already paid, as NewSpace raises Fund 2. He argues roughly two-thirds of space capital chases launch and in-space infrastructure, under 15% of the market, while ground infrastructure and the supply chain stay underfunded - and that the SpaceX IPO has created a "SpaceX Mafia" of founders.

Article link
Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: DACH institutions push alternatives to 32.3% of portfolios as hedge funds make a comeback[more]

    Matthias Knab, Opalesque for New Managers: Institutional investors in Germany, Austria and Switzerland now hold almost a third of their portfolios in alternative investments, and they are more confident than ever in

  2. KRX chief courts CalPERS for bigger bet on Korea[more]

    Korea Exchange Chairman and CEO Jeong Eun-bo held talks with California Public Employees' Retirement System, or CalPERS, to promote greater investment in South Korea's capital markets, the bourse operator announced Wednesday. Jeong met with CalPERS Chief Investment Officer Stephen Gilmore.

  3. 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

  4. Opalesque Exclusive: "Enough beta plays" - how Fasanara builds an alpha-only multi-strategy platform[more]

    Matthias Knab, Opalesque for New Managers: Most multi-strategy funds promise diversification. Fewer can explain why their return streams should stay independent when markets turn. In an Opalesque SkillsLab investor

  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. CIFC
  2. TOMS
  3. Crux Asset Management
  4. Forada
  5. Fasanara
  1. mortgage fund
  2. Adar
  3. Mark
  4. HEDGE
  5. marshall wace