Today's Exclusives
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Opalesque Exclusive: Corona Fighters - Report 4: Asset managers who delivered during the meltdown [more]
B. G., Opalesque Geneva: In the midst of the current market turmoil, this is the fourth of our regular reports on hedge fund managers who have bucked the trend.
You can read Report 1 he
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The Big Picture: Thornburg optimistic about emerging markets [more]
B. G., Opalesque Geneva: There is a looming credit crisis in emerging markets as tumbling currencies and plunging commodity prices have hit countries burdened by high debts, especially in Africa and Latin America, the FT
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Private debt fundraising nosedives as managers struggle to attract capital from investors [more]
Laxman Pai, Opalesque Asia: Fundraising in private debt slumped substantially over the first quarter of 2020, as fund managers evaluate the potential fallout from the economic volatility caused by the outbreak of COVID-19, said a study.
A bleak picture emerged in the private debt fundraising
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StepStone raises $2.1bn for secondary opportunities fund [more]
Laxman Pai, Opalesque Asia: New York-based global private markets investment firm StepStone Group, LP, closed its secondary private equity fund that invests on the secondary markets, raising US$2.1 billion of commitments.
StepStone Secondary Opportunities Fund IV (SSOF IV) surpassed its origi
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Private real estate fundraising plummets to $18bn in Q1 2020 from $51bn in the previous year. [more]
Laxman Pai, Opalesque Asia: After dropping off in Q4 2019, private real estate fundraising declined even further in the first quarter of 2020, said Preqin. Amid global economic challenges, total capital raised in Q1 2020 is more than 2x lower than in Q1 2019.
According to Preqin Quarterly Upd
Today's Other Voices
More Exclusives
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08. Apr. |
Opalesque Exclusive: Corona Fighters - Report 3: Asset managers who delivered during the meltdown [more]
B. G., Opalesque Geneva: In the midst of the current market turmoil, this is the third of our regular reports on hedge fund managers who have bucked the trend.
The global spread of the COVID-19 virus has led to the fastest-ever -30% decline from a peak in major global equity markets. March 2
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07. Apr. |
Opalesque Exclusive: Corona Fighters - Report 2: Asset managers who delivered during the meltdown [more]
B. G., Opalesque Geneva: In the midst of the current market turmoil, this is the second of our regular reports on hedge fund managers who bucked the trend.
Report 1 can be found here
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07. Apr. |
Opalesque Exclusive: COVID-19 update: liquidity management considerations for hedge funds [more]
Bailey McCann, Opalesque New York: by Kevin P. Scanlan and Darina Delappe
Liquidity management has been a hot topic for hedge fund managers (managers) since the great financial crisis of 2008. Liquidity management will likely receive renewed focus from investors and regulators given the recen
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06. Apr. |
Opalesque Exclusive: Corona Fighters - Report 1: Asset managers who delivered during the meltdown [more]
B. G., Opalesque Geneva: In the midst of the current market turmoil, this is the first of our regular reports on hedge fund managers who are bucking the trend.
Niche-oriented strategy that avoids crowded rooms
As
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06. Apr. |
Opalesque Roundup: Multi-strategy hedge funds seize their moment in Q1: hedge fund news, week 14 [more]
In the week ending April 3rd 2020, multi-strategy hedge funds - those that bet on a broad array of markets using teams of traders, leverage and centralized risk management - have flourished as stocks ended their worst three months since the 2008 financial crisis, said a Reuters report.
Long vol
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02. Apr. |
Opalesque Exclusive: Impact of the Fed's programs on credit markets [more]
B. G., Opalesque Geneva: The Federal Reserve said last week it would launch several several programs to "support households, businesses, and the U.S. economy overall in this challenging time."
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01. Apr. |
Opalesque Exclusive: Monroe Capital eyes opportunities in technology and software lending [more]
Bailey McCann, Opalesque New York: A small but growing area of private debt could be a new source of opportunity for investors. A new paper from Monroe Capital highlights how technology and software as a service private debt transactions can be a source of return.
In the paper, Monroe argues
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01. Apr. |
Opalesque Exclusive: Nordic Investment Bank issues coronavirus bonds [more]
Bailey McCann, Opalesque New York: Nordic Investment Bank (NIB) will start to issue NIB Response Bonds to finance eligible projects that aim to alleviate the social and economic consequences caused by the COVID-19 coronavirus pandemic in the bank's Nordic-Baltic member countries. The one bill
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31. Mar. |
Opalesque Exclusive: Diligence gaps raise flags as litigation finance gets boost [more]
Bailey McCann, Opalesque New York: Litigation finance firms could be unexpected beneficiaries of the coronavirus crisis. Litigation funders are usually paid out when cases resolve. However, as cases stall out in courts that are either closed or wrestling with how to conduct virtual trials, litiga
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30. Mar. |
Opalesque Roundup: Hedge funds enjoy $15bn inflows of investor capital in February: hedge fund news, week 13 [more]
In the week ending March 27th 2020, the eVestment Hedge Fund Asset Flows Report said that investors were bullish on hedge funds in February, allocating another $14.78 bi
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27. Mar. |
Opalesque Exclusive: Hedge funds see increased margin calls, liquidity pressure as markets react to coronavirus [more]
Bailey McCann, Opalesque New York: The coronavirus crash has been steep and we may not be done yet according to new data. Treasury management company Hazeltree released a new research note today suggesting that hedge fund managers should prepare for increased margin calls alongside continued liqu
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25. Mar. |
José María Loizaga Viguri the father of Spanish private equity industry dies from Coronavirus [more]
Bailey McCann, Opalesque New York: José María Loizaga Viguri, who is credited with the establishing private equity in Spain has died from complications relating to Coronavirus, he was 84. At the time of his death, Loizaga was a vice president at Spanish construction giant ACS Group.
Loizaga h
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23. Mar. |
Opalesque Roundup: Hedge funds down about 2% in February: hedge fund news, week 12 [more]
In the week ending March 20th 2020, a report by Preqin revealed that the Preqin All-Strategies Hedge Funds benchmark suffered significant losses (-2.21%) in February, compared
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20. Mar. |
Opalesque Exclusive: Carbon Cap launches World Carbon Fund [more]
Bailey McCann, Opalesque New York for New Managers: Carbon Cap Management, a London based environmental asset management firm has launched the World Carbon Fund. The fund invests in multiple liquid and regulated car
More Other Voices
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30. Mar. 2020 |
Other Voices: Management fee - you are always on my mind [more]
By: Robert Seber, Vinson & Elkins
This Q&A attempts to answer some questions that may be on the mind of private equity sponsors who are nervous about the reactions of their LPs to the current crisis.
Can our LPs terminate our fund?
You need to check your fund agreement. According to
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19. Mar. 2020 |
Other Voices: Taking a long-term investment view is the only way to navigate this period [more]
By Mark Walker, managing partner at Tollymore Investment Partners, London:
We can make no clear conclusions on how much further markets may decline. We do know that this panic will subside but don't know if it will accelerate before it subsides. Anyone claiming the ability to be able
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19. Mar. 2020 |
Other Voices: Seven ways the effects of the coronavirus will impact the hedge fund industry [more]
By Donald A. Steinbrugge, founder and CEO, Agecroft Partners, LLC:
The changing landscape caused by the Coronavirus will lead to the largest shake out in the hedge fund industry since the 2008 market crash. Below are some of the ways we believe the Coronavirus will impact the hedge fund ind
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16. Mar. 2020 |
Other voices: Boys and Men [more]
From Christian Armbruester, Blu Family Office
Why crashes are a wonderful way to discern good investment strategies from bad managers.
Separating the proverbial "men from the boys" is a great exercise in times like these. When markets come under duress, is when you really find out who has
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12. Mar. 2020 |
Other voices: Brace! Brace! Brace! [more]
By David Murrin.
We have been tracking the progression of the impending market Collapse and the Wuhan Virus. We are now at the point of impact when the effects of the virus touch everyone and the reality of the global economic crunch also hits home. Hence the title above, taken from the words o
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02. Mar. 2020 |
Other voices: The impact of CFIUS on private equity and hedge fund investors [more]
By: Abbe Dienstag, Richard Gilden
Kramer Levin Naftalis & Frankel
On Feb. 13, 2020, final regulations became effective updating and refining rules regarding transaction reviews by the Committee on Foreign Investments in the United States (CFIUS). These regulations, which until now have been in i
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27. Feb. 2020 |
Other Voices: Branding dominates hedge fund flows [more]
Strong performance alone will not attract assets, says Donald A. Steinbrugge, founder and CEO of Agecroft Partners:
Over the past decade, a vast majority of hedge fund net asset flows have gone to a small minority of hedge funds with the strongest brands. Evestment estimates that almost 60
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27. Feb. 2020 |
Other Voices: ESG "creating 90s-style tech bubble" as investors ignore fundamentals [more]
By Graham Clapp, Manager of the RWC Continental European Equity Fund
Share prices for ESG focused companies are soaring, as investors ignore fundamentals in the hope of finding the long-term winners which can tackle environmental problems - a move echoing the tech bubble of the late nineties
Access Alternative Market Briefing
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- 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 c - Bill Ackman writes letter to shareholders on coronavirus[more]
Pershing Square Holdings (PSH)'s Bill Ackman wrote a letter to investors outlining his insight on the coronavirus pandemic in the United States. He revealed that PSH completed the process of exiting the hedges on 23 March, netting a gross $2.1bn for PSH, after turning 'increasingly positive on equit - New Launches: LGPS Central sets up investment grade bond fund, Leeds Equity Advisors aims to raise $1bn for PE fund, RLI Investors to launch European last-mile logistics fund, DBL Partners IV targets $450m[more]
LGPS Central sets up investment grade bond fund
From IPE: LGPS Central, the asset pooling vehicle for eight local government pension schemes (LGPS) based in England's Midlands, has launched a global investment grade corporate bond fund in order to meet its partner funds' needs.
The po - Investing: Marathon sees cheap assets amid dislocation in credit, Deerfield's health care buying spree, It's time to buy shares again, says BlackRock, Credit Suisse, Fed is buying credit ETFs but one hedge fund is shorting them[more]
Marathon sees cheap assets amid dislocation in credit
From Bloomberg: Distressed-investment specialist Marathon Asset Management is buying beaten-up debt amid the greatest dislocation in credit markets since 2008, according to Bruce Richards, co-founder and chief investment officer of the - People: Carlyle picks 2 deputy heads for Japan buyout advisory team, Ex-Kleinwort Hambros adviser takes senior role at multi-family office boutique[more]
Carlyle picks 2 deputy heads for Japan buyout advisory team
From PIonline.com: Takaomi Tomioka and Hiroyuki Otsuka were named deputy heads of the Japan buyout advisory team at Carlyle Group. The positions are new, confirmed a spokeswoman for the New York-based private markets investment g
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