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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.

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