Today's Exclusives

• Opalesque Exclusive: Welton set to launch ESG quant strategy [more]

  B. G., Opalesque Geneva: Basil Williams talks to Opalesque about Welton's new quantitative hedge fund, Welton ESG Advantage fund, due to launch in June 2020. The fund has a core active ESG equity strategy as well as a diversifying trend strategy as an overlay. Williams

• The Corona Fighters Report 35: Asset managers who delivered in the downturn [more]

  Bailey McCann, Opalesque New York: Amid the current market turmoil, this is our regular report on hedge funds and alternative asset managers who are bucking the trend. Short currencies outperform Systematic Alpha Management's flagship Systematic Alpha FX Program ad

• Hedge fund AUM reaches $3.31tn as of 31 March 2020, down by 9.4% from Q4 2019 [more]

  Laxman Pai, Opalesque Asia: The 2020 coronavirus pandemic around the world has severely affected the global economy causing economic distress on the hedge fund industry in Q1. Industry assets under management (AUM) fell by 9.4% from Q4 2019 to $3.31tn as of 31 March 2020, stated Preqin. This

• 80% of asset owners adopted sustainable investment practices [more]

  Laxman Pai, Opalesque Asia: The percentage of asset owners that have adopted sustainable investment practices rose to 80% in 2019 from 70% in 2017, said a survey. According to a new survey by the Morgan Stanley Institute for Sustainable Investing and Morgan Stanley Investment Management reveal

• Legg Mason and ClearBridge launch non-transparent ETF [more]

  Opalesque Industry Update - Legg Mason and its affiliate, ClearBridge Investments, LLC, today announced the launch of Legg Mason's first exchange-traded fund (ETF) using the semi-transparent technology of Precidian Investments LLC, ActiveShares. The ClearBridge Focus Value ETF (CFCV), a series o

More Exclusives

• 27. May. | Opalesque Exclusive: Institutional Investors plan to stick with private fund managers through the downturn [more]

  Bailey McCann, Opalesque New York: Institutional investors are sticking with their private market allocations despite increased stress from the COVID-19 pandemic. New data from

• 27. May. | Opalesque Exclusive: The Corona Fighters Report 34: Asset managers who delivered in the downturn [more]

  Bailey McCann, Opalesque New York: Amid the current market turmoil, this is our regular report on hedge funds and alternative asset managers who are bucking the trend. Risk management leads the way Balyasny Capital Management's flagship Atlas strategy is up 10.87% year to

• 26. May. | Opalesque Exclusive: The Corona Fighters Report 33: Asset managers who delivered in the downturn [more]

  Bailey McCann, Opalesque New York: Amid the current market turmoil, this is our regular report on hedge funds and alternative asset managers who are bucking the trend. Managing credit volatility Managing credit volatility has paid off for Orchard Global Asset Management. The

• 25. May. | Opalesque Roundup: Hedge funds' total assets dropped more than $300bn in a single month: hedge fund news, week 21 [more]

  In the week ending May 22nd 2020, BarclayHedge said that there were more than $85 billion in redemptions in a disastrous March, when hedge funds also suffered trading losses of $229.

• 22. May. | Opalesque Exclusive: The Corona Fighters Report 32: Asset managers who delivered in the downturn [more]

  B. G., Opalesque Geneva: Amid the current market turmoil, this is our regular report on hedge fund and alternative asset managers who are bucking the trend. AI for low correlation Tungsten TRYCON AI Global Markets, one of the oldest AI-based UCITS around, is up

• 20. May. | Opalesque Exclusive: Institutional investors want to solve the world's problems, if the price is right [more]

  Bailey McCann, Opalesque New York: 96% of institutional investors believe they have an important role to play in addressing the world's most pressing challenges, including climate change, social and economic inequality, and the need for infrastructure development, according to a new Natixis Inves

• 18. May. | Opalesque Exclusive: The Corona Fighters Report 31: Asset managers who delivered in the downturn [more]

  B. G., Opalesque Geneva: Amid the current market turmoil, this is our regular report on hedge fund and alternative asset managers who are bucking the trend. Don't miss tomorrow's webinar: CORONA FIGHTERS - Episode 2 (details below). No trades in April The

• 18. May. | Opalesque Roundup: CTAs and trend-following hedge fund strategies maintain their momentum, hedge fund news, week 20 [more]

  In the week ending May 15th 2020, CTAs and trend-following hedge fund strategies maintained their recent impressive momentum, profiting from continued trends acros

• 15. May. | Opalesque Exclusive: The Corona Fighters Report 30: Asset managers who delivered in the downturn [more]

  Bailey McCann, Opalesque New York: Amid the current market turmoil, this is our regular report on hedge fund and alternative asset managers who are bucking the trend. Rebounds in equity hedge After a harsh first quarter, equity hedge strategies rebounded in April. Swiss firm,Tr

• 14. May. | Opalesque Exclusive: The Corona Fighters Report 29: Asset managers who delivered in the downturn [more]

  Bailey McCann, Opalesque New York: Amid the current market turmoil, this is our regular report on hedge fund and alternative asset managers who are bucking the trend. Contained volatility Finnish firm Estlander & Partners flagship Glacies Fund is up 4.18% year to date. Th

• 13. May. | The Corona Fighters Report 28: Asset managers who delivered in the downturn [more]

  Bailey McCann, Opalesque New York: Amid the current market turmoil, this is our regular report on hedge fund and alternative asset managers who are bucking the trend. A contrarian outperforms Pennslyvania-based firm Valley Forge Capital's flagship fund returned 11.7% net in Apri

• 12. May. | The Corona Fighters Report 27: Asset managers who delivered in the downturn [more]

  Bailey McCann, Opalesque New York: Amid the current market turmoil, this is our regular report on hedge fund and alternative asset managers who are bucking the trend. Global macro outperforms Said Haidar's Haidar Jupiter Fund is up 59.67% year to date, according to p

• 11. May. | Opalesque Exclusive: The Corona Fighters Report 26: Asset managers who delivered in the downturn [more]

  Bailey McCann, Opalesque New York: Amid the current market turmoil, this is our regular report on hedge fund and alternative asset managers who are bucking the trend. Short bets pay off London-based Gladstone Capital Management, led by one-time chess International Master and for

• 11. May. | Opalesque Roundup: Hedge funds post strongest monthly gain in more than a decade: hedge fund news, week 19 [more]

  In the week ending May 8th 2020, HFR reported that hedge funds jumped about 4% in April, the strongest monthly gain in more than a decade. For the year, the industry is still do

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FAVORITE “TELLS”:

Copper: Bullish. Watch support at 2.284.

Baltic Dry In.: Ticked up for first time in a while. Still bearish.

UPS/FDX: Both rebounded, but both still relatively weak.

ADP/PAYX: Both relatively weak here as well. PAYX better?

FAANG: FAANG still strong although AMZN reversal Thursday is noteworthy.

EEM: Lagging, not leading.

CLOUD STOCKS (SKYY): Bullish, but nearing projected target range of $69.47 - $70.47; 20% pullback could follow.

INTU / CRM: Both showing relative strength.

HYG / LQD sprd: Still neutral / bullish short-term.

BIOTECH (BBH): Strong chart, buy dips to support.

OVERALL: Can’t be overly bearish here – perhaps just expect a pullback at some point soon.