SMAs hit new record as hedge funds partner with asset managers... [more]From Bloomberg: A hedge-fund backed by Squarepoint Capital, called Decagon Capital Management, has secured separate-managed-account (SMA) mandates, contributing to total industry SMA capital hitting USD 315 billion. The shift reflects allocator demand for customised access, greater transparency and
JPMorgan says hedge fund caution on stocks reaches one-year high... [more]Hedge funds have pulled back on equity exposure to levels last seen in October 2023, according to JPMorgan. This elevated cash positioning signals market caution but also represents significant potential buying power should sentiment improve.
Third Point's Loeb leads bullish investors despite stock slump... [more]Dan Loeb's Third Point is leading a contingent of bullish investors who believe the recent stock market slump is overdone. The firm is positioning for a rebound, viewing the current environment as a buying opportunity.
Ackman to host livestream on Fannie Mae, Freddie Mac proposal... [more]Bill Ackman's Pershing Square will host a livestream to present its new proposal for the reform of mortgage giants Fannie Mae and Freddie Mac. The event is highly anticipated and could influence ongoing policy discussions.
Michael Burry liquidates hedge fund, warns of AI bubble... [more]Michael Burry of "The Big Short" fame is liquidating his hedge fund, Scion Asset Management. Burry cited the "AI bubble" as a key reason, echoing his past warnings about market excesses, and will return capital to investors.
Scaramucci's opportunity zone bet likely to be zero for clients... [more]A bet on opportunity zones by Anthony Scaramucci's firm is reportedly likely to be worth zero for clients, according to a document seen by Bloomberg. The fund, which invested in a Miami real estate project, has faced significant setbacks.
In activist paradise Japan, hedge funds rake in 1.7 times global average... [more]Japan continues to be a highly lucrative market for activist hedge funds. A new analysis shows that activists in Japan have raked in returns 1.7 times the global average, fueled by a receptive environment under corporate governance reforms.
SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index... [more]The latest SS&C GlobeOp Hedge Fund Performance Index showed a slight decline of -0.15% in October. However, the Capital Movement Index indicated a positive net capital inflow of 0.28%, suggesting investors are still allocating to the space despite mixed performance.
Quant performance October: Renaissance Technologies, CFM, Engineers Gate... [more]Quantitative hedge funds, including Renaissance Technologies and CFM, faced a difficult performance month in October. The segment struggled with volatile market shifts that disrupted many algorithmic models.
Hedge fund says Droneshield had 17 red flags... [more]A hedge fund has published a detailed report on defense contractor Droneshield, outlining 17 "red flags" that raise concerns about the company's financials and operations. The report has put the stock under significant scrutiny.
Cliff Asness says hedge fund AQR weighs pushing into sports betting... [more]Cliff Asness's quantitative investment firm, AQR Capital Management, is considering a push into the sports betting market. The firm is exploring systematic trading strategies in the growing field of sports gambling.
The Canadian stock that hedge fund managers can't get enough of... [more]One Canadian stock has become a concentrated favorite among hedge fund managers, with several top firms building substantial positions. The specific company was not named in the initial report.
Akin to close Singapore office, leaving Hong Kong as only Asia outpost... [more]Law firm Akin Gump Strauss Hauer & Feld, which advises numerous hedge funds, is closing its Singapore office. This will leave Hong Kong as its only outpost in Asia, reflecting a strategic consolidation in the region.
And, finally: How science is saving your food... [more]From Aggressive seagulls have long terrorised British holidaymakers trying to enjoy fish and chips or an ice cream on a day at the seaside. Now, animal behaviourists say they have discovered the best way to tackle the feathery bandits: shout at them.
Experts at the University of Exeter in southweste
In an era of deepfakes, phantom fortunes, and narrative warfare, the challenge of distinguishing reality from illusion has never been more acute. For those stewarding generational wealth, the stakes are existential. This 11th edition of Horizons delves into the critical quest for clarity, offering a toolkit to navigate a world rife with deception and to build a foundation of verifiable trust.
Our journey begins with a chilling investigation into
Opalesque has been publishing Technical Research (chart analysis) since April 2006. Opalesque Technical Research offers technical chart analysis with a global perspective on all major markets, including Equity Indices, Fixed Income, Currencies, and Commodities.
Opalesque Technical Research is unique compared to most available research which is fundamental in nature, and not technically (chart) oriented. In addition, most current available research is mainly equity based, and not global in nature.
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