13.04.2026 Opalesque Roundup: Investor conversations turn to portfolio resilience, limits of traditional diversification
Geopolitics dominated alternative markets this week as the Iran conflict entered its 37th day, macro funds navigated a brutal March postmortem, and a ceasefire-driven mid-week rally forced rapid short-covering across desks. Against that volatile backdrop, investor conversations turned to portfolio resilience, the limits of traditional diversification, and the enduring case for boutique managers. O
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