Today's Exclusives

• Deloitte: ESG-mandated assets on pace to account for 50% of all professionally managed assets by 2025 [more]

  Bailey McCann, Opalesque New York: The US has often lagged behind other jurisdictions in terms of its appetite for ESG investments, but that may be changing. A new report from Deloitte suggests that the number of ESG-mandated assets in the United States could grow almost three times as fast as no

• Are all ESG Indexes as green as you want them to be? [more]

  From Beyond Investing: When Laurence Fink, chief executive of BlackRock, with nearly US$7 trillion under management, vows to put sustainability at the core of the firm's new investment approach, markets and investors sit up and liste

• Morgan Stanley buys E-Trade for $13bn in an all-stock deal [more]

  Laxman Pai, Opalesque Asia: American multinational investment bank and financial services company Morgan Stanley is buying online broker E*Trade Financial Corp. in a $13 billion deal that will reshape the storied investment bank. Under the terms of the agreement, E*Trade stockholders will rece

More Exclusives

• 20. Feb. | Opalesque TV: Where patient capital is a clear behavioural edge [more]

  B. G., Opalesque Geneva for New Managers: How can a long-term equity investment approach be differentiated? According to Tollymore Investment Partners, a sensible long-term, business owner investment philosophy is o

• 18. Feb. | Opalesque Exclusive: Optima A.M. bets on healthcare and biotech innovations with long/short strategy [more]

  B. G., Opalesque Geneva: Optima Asset Management has just launched the Optima Healthcare and Biotechnology strategy, which will be managed by five portfolio managers

• 17. Feb. | Opalesque Roundup: Meet the 5 hedge fund managers who took home more than $1n last year: hedge fund news, week 07 [more]

  In the week ending February 14th 2020, Bloomberg reported that the top 15 hedge fund managers collectively earned $12 billion in 2019, with the top five taking in more than $1 billion each: Chris Hohn, Jim Simons, Ken Griffin, Steve Cohen and Chase Coleman. However, after a four-month winning run

• 14. Feb. | Opalesque Exclusive: Baron Hans-Willem van Tuyll, a pillar in the alternative investment industry, has died [more]

  Matthias Knab, Opalesque: It is with great sadness that we have received the news that Hans-Willem Reinier Baron van Tuyll van Serooskerken, heer van Vleuten, Knight in the order of Oranje-Nassau, has deceased 11 February 2020 in Nyon, Switzerland. He was born 27 June 1938 in The Hague, the Neth

• 13. Feb. | Opalesque Exclusive: Proxy Renewable Long / Short Energy Fund outperforms, more than doubles AUM in 2019 [more]

  Bailey McCann, Opalesque New York for New Managers: Swedish energy-focused asset manager Proxy P Management AB has more than doubled its AUM in one year as a result of significant outperformance in its long/short re

• 12. Feb. | Opalesque Exclusive: Ranjan Bhaduri's Bodhi Research Group expands to New York [more]

  Matthias Knab, Opalesque: Based in New York City, Kalina Berova, CFA, joined Bodhi Research Group as a Visiting Researcher in Q4, 2019. Kalina is the third person to formally join the firm in this important role. By mirroring the university model, the Visiting Researcher Program involves global

• 10. Feb. | Opalesque Roundup: Global alternative AUM on track to hit $14tn by 2023: hedge fund news, week 06 [more]

  In the week ending February 07th 2020, a new report showed that global alternative assets under management topped $10 trillion as of June 30 and are on track to exceed $1

• 06. Feb. | Opalesque Exclusive: Carbon Cap's World Carbon Fund wins Amsterdam AIF Factor prize [more]

  Matthias Knab, Opalesque for New Managers: The 9th ABN AMRO Amsterdam Investor Forum (AIF) organized by ABN AMRO Clearing on Feb. 5th 2020 saw once more five alternative investment funds competing to deliver the &qu

• 05. Feb. | Opalesque Exclusive: Infusive Asset Management generates alpha by trading on joy [more]

  Bailey McCann, Opalesque New York: Can you run a portfolio based on joy? Infusive, an asset manager with offices in New York and London, says yes. The firm manages a UCITS fund that invests in products that elicit joy in consumers. According to Infusive, emotionally driven consumption creates ine

• 03. Feb. | Opalesque Exclusive: Frifeldt Investment Council launches family of hedge fund strategies [more]

  Bailey McCann, Opalesque New York for New Managers: Spring Lake, Michigan-based Frifeldt Investment Council has launched three strategies based on portfolio manager Keith Frifeldt's approach to relative value. Frif

• 03. Feb. | Opalesque Exclusive: Cindicator Capital launches digital assets quant fund [more]

  Bailey McCann, Opalesque New York: Cindicator Capital has launched a new multi-strategy fund focused on cryptocurrencies and digital assets. Cindicator relies on a hybrid quantitative approach that combines human predictions with machine learning algorithms. The fund's technology uses predict

• 03. Feb. | Opalesque Roundup: UBS says hedge funds reputation intact despite $98bn pulled by investors: hedge fund news, week 05 [more]

  In the week ending January 31th 2020, UBS analysts have argued that this does not indicate waning popularity, despite investors withdrew a net $98 billion from hedge funds in 2019, the largest outflows in three years. "Don't write off hedge funds just yet," - that's the message from UBS which says

• 30. Jan. | Opalesque Exclusive: A new report offers due diligence framework for sustainable investing [more]

  Bailey McCann, Opalesque New York: A new report from the Money Management Institute (MMI) and The Investment Integration Project (TIIP) in cooperation with Thornburg Investment Management offers a due diligence framework for sustainable investments. The report is designed to help investment cons

• 29. Jan. | Opalesque Exclusive: The hedge fund of funds with 27 year track record that's actually enjoying inflows [more]

  Matthias Knab, Opalesque for New Managers: A conversation about outperformance and manager selection with Cedric Kohler, Head of Advisory at Geneva-based Fundana. Fundana was founded in Geneva,

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FAVORITE “TELLS”:

Copper: Terrible – resistance at 2.626 or 2.671.

Baltic Dry In.: Terrible.

UPS/FDX: FDX improving; UPS looks bad despite bounce.

ADP/PAYX: Both holding up; ADP better of the two.

FAANG: FB neutral, but the rest are solid outperformers vs S&P.

EEM: Should head lower – target $40 from $44.18 now.

INTU / CRM: Both outperforming S&P
HYG / LQD sprd: Improving.

OVERALL: Neutral – all things tech leading for the bulls while economically-sensitive indicators weakening.