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The week opened with hedge funds nursing their worst trend-following losses since 2024 and closed with a market positioned for a sharp reversal. In between, two of the industry's most dependable financing trades lost their shine, the lowest-rated corners of credit showed real stress, and a suspected hack at Binance reminded digital asset investors how fragile the plumbing still is. Capital, however, kept arriving: Citco counted USD 36 billion of net inflows in the third quarter, and BlackRock argued hedge funds now belong closer to the core of portfolios. Opalesque tracked each turn in the daily Alternative Market Briefing, alongside two new Opalesque Exclusives on alpha-only multi-strategy investing and Europe's macro risks. Opalesque Exclusives this weekEXCLUSIVE - 30 October 2026 "Enough beta plays" - how Fasanara builds an alpha-only multi-strategy platform Most multi-strategy funds promise diversification; fewer can explain why their return streams stay independent when markets turn. At an Opalesque SkillsLab investor workshop, Francesco Filia, Nikita Fadeev, Vinicius Karam and Paolo Viale set out how F-ONE combines close to 200 pods across three engines: short-duration fintech credit with a typical 90-day duration, market neutral liquidity provision in digital assets, and the OpenQuant multi-SMA platform for emerging systematic managers, which runs at a year-to-date Sharpe of 5.2. Viale's central warning for allocators: different sources of return are a strong basis for diversification, but they do not establish independence by themselves. A video replay is available to eligible investors via ...................... To view our full article Click here |
Alternative Market Briefing Weekly
Saturday, October 31, 2026
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