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2020 - Click on a date in left column to access the Briefings. HELPCENTER
2019  
22 May. 2020 Opalesque most forwarded article - week 21: Tiger Global tops the list US-based venture capital market [more]

Laxman Pai, Opalesque Asia: Tiger Global Management holds on to its position as market-leader in US-based venture capital, said a study. According to Preqin, the closure of tech-focused Tiger Global Private Investment Partners XII in January means the New York-based firm has raised more than $16bn in venture capital over the past 10 years. New Enterprise Associates has...

15 May. 2020 Opalesque most forwarded article - week 20: Legal Elliott files first U.K. suit to say coronavirus can't stop its deal, Shuttered hedge fund TCA accused by SEC of overstating revenue [more]

Elliott files first U.K. suit to say coronavirus can't stop its deal From Bloomberg: The question of whether the coronavirus pandemic can be used to terminate an acquisition is set to get a first hearing in a U.K. court. Activist Elliott Management Corp.'s Travelport unit, filed a lawsuit in London Monday to stop Wex Inc. from abandoning its $1.7 b...

08 May. 2020 Opalesque most forwarded article - week 19: Investing 'Last chance to sell' Hedge fund warns of impending stock market crash, Why this hedge fund is betting big on Peloton, Einhorn dumps GM after 5-year 'disappointment' as Greenlight funds extend slump, Investors flock to 'fake meat' firms as coronavirus highlights supply chain troubles, Warren Buffett abandons U.S. airlines with a $6bn stock sale [more]

'Last chance to sell': Hedge fund warns of impending stock market crash From CCN: Hedge fund manager Kevin Smith is extremely bearish on the stock market, and he says this may be your "last chance to sell" before the crash. The founder of Crescat Capital says the stock market is about to suffer another plunge. Kevin Smith draws...

01 May. 2020 Opalesque most forwarded article - week 18: Quant giant Two Sigma's funds sink in first quarter, BH Macro The hedgie trust that lives for wild rides, Scaramucci's SkyBridge hit with heavy redemption requests as fund fell [more]

Quant giant Two Sigma's funds sink in first quarter From Institutional Investor: Two Sigma has posted its worst stretch of performance in recent memory. The quant titan lost money in most of its key funds in the first quarter, according to investors and private databases. The funds have recovered somewhat in the first half of April. Most of the quant g...

24 Apr. 2020 Opalesque most forwarded article - week 17: PE/VC The Q1 2020 global VC report Funding slowly impacted by coronavirus, China's PE market to rebound as epidemic eases, Private equity firms offer cash lifelines to public companies [more]

The Q1 2020 global VC report: Funding slowly impacted by coronavirus From Crunch Base: Chronologically, the first quarter of 2020 began just over three months ago. But psychologically, it feels like a lifetime ago. The New Year rolled in with bullish expectations for startup investment across much of the globe. Now, consensus is we're in for a protracted decline.&...

17 Apr. 2020 Opalesque most forwarded article - week 16: Good time to bet on USD, oil futures [more]

B. G., Opalesque Geneva: Giles Coghlan, chief currency analyst at HYCM, a forex broker, shares his take on currencies, cash, recovery, and oil. Opalesque: You say the USD, the JPY and the CHF act as safe-haven currencies. Do you think that is likely to last? ...

10 Apr. 2020 Opalesque most forwarded article - week 15: Hedge funds' defensiveness finally pays off [more]

From WSJ: The $3 trillion hedge-fund industry, with its defensive approach to investing, has significantly underperformed the stock market over the past decade. But in the current market turmoil, hedge funds have been holding up much better than stocks. During the first two months of the year (February being the latest full month for which hedge-fund data is available from the Backstop B...

03 Apr. 2020 Opalesque most forwarded article - week 14: Investing Ray Dalio's Bridgewater scales down European short bets after $3.2bn windfall, Here's what top hedge funds are buying in the coronavirus stock market crash [more]

Ray Dalio's Bridgewater scales down European short bets after $3.2bn windfall From Financial News: Bridgewater Associates, the world's biggest hedge fund, has retreated from shorting European stocks after making an estimated €2.9bn ($3.2bn), as its founder and co-chairman Ray Dalio contends with recent performance struggles. According to an...

27 Mar. 2020 Opalesque most forwarded article - week 13: Hedge funds eye buying opportunities, capital raises as markets selloff [more]

Bailey McCann, Opalesque New York: Markets are selling off, but some hedge fund managers are finding buying opportunities and a few shops are raising new funds in order to participate in the recovery. In an i...

20 Mar. 2020 Opalesque most forwarded article - week 12: PE/VC Unicorns sometimes sting, Private equity at crossroads as rout offers deals, curbs lending, S&P survey shows sagging prospects for private equity [more]

Unicorns sometimes sting From PIonline.com: Venture capital firms are on a roll. Some 259 U.S. venture capital funds amassed $46.3 billion in 2019, the second highest by amount of capital raised and number of funds since 2006, according to the PitchBook-NVCA Venture Monitor. The biggest fundraising year since 2006 was 2018, when 299 venture capital funds raised $58 bil...

13 Mar. 2020 Opalesque most forwarded article - week 11: Double Black Swans [more]

Matthias Knab, Opalesque: A comment from Ian Hamilton, Chairman, Scotstone: The Corona Virus has put the world on hold with investors behaving like people fighting over toilet rolls. But was it unexpected? In 2007 Nassim Taleb, in his book "Black Swan" warned of such an event: "as we travel more on this planet, epidemics will be...

06 Mar. 2020 Opalesque most forwarded article - week 10: Petershill in talks to invest in Permira [more]

Bailey McCann, Opalesque New York: Petershill, an investing unit within Goldman Sachs that makes minority investments in asset managers, is in talks to invest in British private equity house Permira. The Wall Street Journal first reported the news. T...

28 Feb. 2020 Opalesque most forwarded article - week 9: Legal Philip Falcone sued over alleged $65.8m default, Warhol painting [more]

From Bloomberg: Former Harbinger Capital hedge fund manager Philip Falcone was accused in a New York lawsuit of defaulting on $65.8 million in loans and violating the terms of lending agreements by selling two paintings used as collateral, including one by Andy Warhol. Melody Business Finance LLC sued Falcone in Manhattan state court Friday, claiming he and his wife, Lisa Falcone, had pe...

21 Feb. 2020 Opalesque most forwarded article - week 8: PE/VC Venture debt Is it a loan? Is it equity? Is it an pportunity?, PE, VC investments in India hit all-time high in 2019 [more]

Venture debt: Is it a loan? Is it equity? Is it an pportunity? From Forbes: Venture Capital is usually the default option for fast-growth startups looking for a cash injection, thanks to our willingness to take risks in return for equity, and with no need to pay anything back - at least not until you've made it big. But in recent years, a new type of financing h...

14 Feb. 2020 Opalesque most forwarded article - week 7: Evolution of shrinking hedge fund fees - what do investors and managers need to know? [more]

By Don Steinbrugge, Founder and CEO, Agecroft Partners (DonSteinbrugge@agecroftpartners.com): Hedge funds fees remain under extreme pressure across the industry. This strong trend is driven by declining return expectations from investors, increased competition across the industry, and an increasing share of industry assets...

07 Feb. 2020 Opalesque most forwarded article - week 6: Investors poured billions into low-volatility factor strategy. It's not panning out. [more]

From Institutional Investor: Investors expect low-volatility factor funds to give them most of the equity market's return during good times, while also softening the blow if there's a correction. But early indications show that these funds have been disappointing investors by massively trailing equity markets, a new analysis shows. With low-vol strategies, investors are willing...

31 Jan. 2020 Opalesque most forwarded article - week 5: Investing JPMorgan takes contrarian view of energy stocks, How Extinction Rebellion's British hedge fund backer profits from 'dirty' firms, Value investing's time is coming again soon [more]

JPMorgan takes contrarian view of energy stocks From Institutional Investor: JPMorgan Chase & Co.'s asset management group sees investment opportunity in beaten-down energy stocks, a contrarian view as it looks beyond the sector's reputation for "poor capital discipline." "Our portfolio managers see some reasons to be a little mo...

24 Jan. 2020 Opalesque most forwarded article - week 4: J.P. Morgan makes strategic investment in tech company for alternatives [more]

Laxman Pai, Opalesque Asia: J.P. Morgan has taken an equity stake in Arcesium, an investment-management technology business that D.E. Shaw & Co. launched as an independent company in 2015. New York-based Arcesium LLC is an investment management technology and services firm, offering services in post-trade activities. Quant hedge fund giant D. E. Shaw group launched ...

17 Jan. 2020 Opalesque most forwarded article - week 3: Investing For Howard Marks, investing is like a game, Hedge fund Lone Pine Capital LLC takes big stake in Under Armour, Merit Medical shares rise after hedge fund Starboard discloses 9% stake [more]

For Howard Marks, investing is like a game From Institutional Investor: Investors can take apply lessons from games like backgammon and poker to their day jobs, according to Oaktree Capital Management's Howard Marks. Marks - who has enjoyed pursuits like Old Maid and gin rummy since childhood - shared those lessons in his latest memo, published Monday....

10 Jan. 2020 Opalesque most forwarded article - week 2: PFIC what U.S. investment funds should be particularly aware of and newly proposed regulations [more]

By: Kris Hatch, Idan Netser, Fenwick & West LLP U.S.-based venture capital and other funds that invest in foreign companies must be careful to avoid the passive foreign investment company (PFIC) rules, which could substantially increase the tax owed on exit for U.S. taxpaying investors. U.S. persons who are limited partners (LPs) of funds must also be aware of the PFIC rules, as they...

2019  

 

  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Tiger Global tops the list US-based venture capital market[more]

    Laxman Pai, Opalesque Asia: Tiger Global Management holds on to its position as market-leader in US-based venture capital, said a study. According to Preqin, the closure of tech-focused Tiger Global Private Investment Partners XII in January means the New York-based firm has raised more than

  2. Tech: Fintech startup Brex closes $150m in pure venture funding amid recession[more]

    From Business Insider: Brex, the 3-year-old fintech unicorn, raised an additional $150 million in equity funding from existing investors and Lone Pine Capital, the company announced Tuesday. The cash infusion raised the startup's valuation to "around the $3 billion mark," cofounder and co-CEO Henriq

  3. PE/VC: Venture debt set to take prominent role, Building out Goldman Sachs's private-equity business[more]

    Venture debt set to take prominent role From PE News: Venture debt financing could be having its moment as the equity market becomes less friendly to start-ups. About $10bn worth of venture debt deals were made this year as of 21 April, a pace set to eclipse the roughly $25bn in such de

  4. Study: Emerging market bond issuers take hit as global recession deepens, The coronavirus pandemic could cost the global economy a nightmarish $82tn over 5 years, a Cambridge study warns[more]

    Emerging market bond issuers take hit as global recession deepens Increasing credit stress evident amongst many high-yield EM non-financial corporates as coronavirus disruption takes its toll, says Moody's. 74 out of 106 rated EM sovereigns have a stable outlook as of 30 April 2020 (compa

  5. Investing: Singer bets on Europe, emerging markets, Britain's unhealthy appetite for financial risk in essential services, How Stan Druckenmiller shook up his portfolio[more]

    Singer bets on Europe, emerging markets From Investment Magazine: William Blair's Brian Singer is looking to invest in Europe and the emerging markets as the recovery from the global economic shutdown to contain the pandemic will likely take longer than what the market has priced in.