Today's Exclusives

• Opalesque Exclusive: The Corona Fighters Report 53: Asset managers who delivered in the downturn [more]

  Bailey McCann, Opalesque New York: This is our regular report on hedge funds and alternative asset managers who are successfully protecting assets and outperforming the markets during the first months of 2020. 2020 has been a good year for short-term CTAs. Société Générale's Short-Ter

• Charlesbank wraps up second credit fund at $700m hard [more]

  Laxman Pai, Opalesque Asia: Private equity firm Charlesbank Capital Partners smashes its $500m target by raising $700m for its Credit Opportunities Fund II (COF II). "The Fund had a $500 million target and received limited partner commitments above its $700 million hard cap," said a press rel

• North America M&A performance and volume lag behind rest of world during H1 2020 [more]

  Laxman Pai, Opalesque Asia: North America experienced the sharpest fall in M&A performance by some margin, said a report. The impact of the COVID-19 pandemic on deal-making in the first six months of 2020 was significant but not unexpected, yet regional differences in deal performance and volu

Today's Other Voices

• Other Voices: A new golden age for hedge funds [more]

  Dixon Boardman, CEO & Founder, Optima Asset Management and Vice Chairman, Forbes Family Trust, is pounding the table urging investors to make room in their portfolios for alternative investments, because their ability to hedge can provide much needed downside protection and diversification durin

More Exclusives

• 06. Jul. | Opalesque Roundup: New hedge fund launches continue to fall as corona crisis kicks in: hedge fund news, week 27 [more]

  In the week ending July 3rd 2020, HFR said that new hedge fund launches declined to a near-record low in 1Q20, as the beginning of the global coronavirus pandemic and ensuing l

• 01. Jul. | Opalesque Exclusive: The Corona Fighters Collection chronicles extraordinary funds in extraordinary times [more]

  B. G., Opalesque Geneva: From the beginning of April right up until last week, Opalesque posted regular updates on hedge funds and other alternative funds who beat the markets, by either outperforming them - especially in Q1 - or protecting assets. We called them the Corona Fighters. We have

• 01. Jul. | Global debt capital markets activity has record breaking first half [more]

  Bailey McCann, Opalesque New York: Global debt capital markets activity has broken all time records according to the latest first half data from Refinitiv. Overall global debt capital markets activity totaled $5.5 trillion during the first half of 2020, a 35% increase compared to the first half o

• 30. Jun. | Opalesque Exclusive: Financial advisors say volatile markets should favor active managers [more]

  Bailey McCann, Opalesque New York: Will the pandemic ultimately lead to asset growth? Active managers have seen significant outflows this year, although they are beginning to taper off. Data from eVestment shows that investors pulled $18.1 billion out of hedge funds in April, down slightly from t

• 29. Jun. | Opalesque Roundup: Hedge fund industry AUM sits near $3.05tn in May: hedge fund news, week 26 [more]

  In the week ending June 26th 2020, a report by eVestment said that investor flows were near flat in May, with net inflows of an estimated $1.71 billion into hedg

• 25. Jun. | Opalesque Exclusive: Global Infrastructure Finance launches debut infrastructure debt fund [more]

  Bailey McCann, Opalesque New York for New Managers: Boston-based Global Infrastructure Finance has launched its debut infrastructure finance fund. The Global Infrastructure Fund targets high single-digit returns in

• 24. Jun. | Opalesque Exclusive: The Corona Fighters Report 52: Asset managers who delivered in the downturn [more]

  Bailey McCann, Opalesque New York: This is our regular report on hedge funds and alternative asset managers who are successfully protecting assets and outperforming the markets during the first months of 2020. A convergence in gold Interest in the gold market is hitting new h

• 23. Jun. | Opalesque Exclusive: The Corona Fighters Report 51: Asset managers who delivered in the downturn [more]

  Bailey McCann, Opalesque New York: This is our regular report on hedge funds and alternative asset managers who are successfully protecting assets and outperforming the markets during the first months of 2020. Market neutral leads London-based Portman Square Capital's flag

• 22. Jun. | Opalesque Exclusive: The Corona Fighters Report 50: Asset managers who delivered in the downturn [more]

  Bailey McCann, Opalesque New York: This is our regular report on hedge funds and alternative asset managers who are successfully protecting assets and outperforming the markets during the first months of 2020. Multi-asset rebounds Stockholm-based Coeli Multi Asset's Mult

• 22. Jun. | Opalesque Roundup: One-fourth of hedge funds post big performance gains (averaging 20% YTD) : hedge fund news, week 25 [more]

  In the week ending June 19th 2020, eVestment hedge fund performance data revealed that roughly one-fourth of funds are in the green for the year, with those funds putting up strong a

• 19. Jun. | Opalesque Exclusive: The Corona Fighters Report 49: Asset managers who delivered in the downturn [more]

  B. G., Opalesque Geneva: This is our regular report on hedge funds and alternative asset managers who are successfully protecting assets and outperforming the markets during the first months of 2020. Digital currency market as the new frontier The Portal Digital Fun

• 18. Jun. | Opalesque Exclusive: The Corona Fighters Report 48: Asset managers who delivered in the downturn [more]

  B. G., Opalesque Geneva: This is our regular report on hedge funds and alternative asset managers who are successfully protecting assets and outperforming the markets during the first months of 2020. Good ESG equities The GBI - Good Governance Fund is up +5.8% Y

• 18. Jun. | Investors try to carry on business as usual, but remain wary of virtual meetings [more]

  Bailey McCann, Opalesque New York: A new report from investment advisory firm Campbell Lutyens shows that investors are sticking with their current allocations to alternatives, but bringing on new manager relationships is proving difficult. 46% of investors wouldn't consider adding a new mana

• 17. Jun. | Opalesque Exclusive: The Corona Fighters Report 47: Asset managers who delivered in the downturn [more]

  B. G., Opalesque Geneva: This is our regular report on hedge funds and alternative asset managers who are successfully protecting assets and outperforming the markets during the first months of 2020. Commodity fund launching euro gold class The Earth Element Fund

More Other Voices

• 30. Jun. 2020 | Other Voices: SEC issues a risk alert for private fund managers [more]

  By: Susan Gault-Brown, Kelley A. Howes, Leonora Shalet, Stephanie Thomas; Morrison and Forrester On June 23, 2020, the SEC's Office of Compliance Inspections and Examinations published a Risk Alert identifying common deficiencies and compliance issues it has observed in examinations of registere

• 26. Jun. 2020 | Other Voices: A guide to 'recycling' options for fund managers [more]

  By: Edward Lee, Cameron Roper, Nick Rose, Proskauer The ongoing COVID-19 crisis is presenting fund managers with numerous challenges. One key challenge is to make sure that their portfolio companies have sufficient capital available to weather this particular storm. But how can fund managers ensu

• 19. Jun. 2020 | Other Voices: ESG and fund managers [more]

  By: Leonora Shalet, Morrison and Forrester A Subcommittee of the SEC Investor Advisory Committee has issued a recommendation relating to ESG disclosures for issuers, and this was a focus at the Asset Management Advisory Committee on May 27. Not only did they raise environmental, social and corpo

• 12. Jun. 2020 | Other Voices: ESMA takes aim at fund costs [more]

  Commentary from INDOS Financial The thorny issue of fund costs and charges has been hotly contested by EU regulators for a number of years now amid concerns that investors were being disadvantaged. This focus continues and in June 2020 the European Securities and Markets Authority (ESMA) publish

• 11. Jun. 2020 | Other Voices: Private fund investor defaults: consequences and practical solutions [more]

  Bailey McCann, Opalesque New York: By: Ted Craig, Jenna Lalji, Dentons Whilst the true, long-term impact of the worldwide coronavirus pandemic remains to be seen, the global financial markets have already experienced a huge wave of turbulence. The prospect of a significant effect on the close

• 02. Jun. 2020 | Other Voices: Hong Kong and its National Security law: the view of a Hong Kong based fund manager [more]

  By: Fabrice Jacob, CEO JK Capital Management Ltd., a La Française group-member company. The recent events in Hong Kong are making headlines and have become a political tool in the hands of the Trump administration. Trying to stay as rational as possible, we wanted to share our views as a fund m

• 13. May. 2020 | Other Voices: Coronavirus, subscription credit lines and private equity funds [more]

  By:Jonathan Sablone Noah Schottenstein The current economic downturn has impacted virtually every industry and business across the globe. Just like most businesses, private funds, and in particular private equity funds, will not escape unscathed from the one-two punch of a global pandemic and ec

• 08. May. 2020 | Other Voices: Update on relief under the CARES Act for fund managers [more]

  By: Alston & Bird On April 24, 2020, the Small Business Administration (SBA) released the Interim Final Rule on Requirements for Promissory Notes, Authorizations, Affiliation, and Eligibility, which provides additional guidance on the rules governing the Paycheck Protection Program (PPP). Under

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Sea Change Combined Indicators:

Monetary – Determined by US FOMC policy. Dovish, Neutral or Hawkish. Up to 10% long.

Fiscal – Determined by US Fiscal policy. Up to 10% long.

Timing – Long/Short off of wave count / Fibonacci projections. Short, neutral or long. 10% short, neutral or 10% long.

Based on Sea Change Long-Term Indicator:

Global Equities: 30% long or 30% cash

US Small Caps: 10% long or 10% cash

Emerging Markets: 10% long or 10% cash

Technology: 0% - 10% long off of FAANG charts

Financials: 10% long or 10% cash off of XLF chart

Current Read:

Monetary Indicator: Long 8% DJ Industrials proxy

Fiscal Indicator: Long 8% Russell MidCap Growth proxy

Timing Long / Short Indicator: Short with 8% of IWM

Global Equities – 14.4% cash with SPY slot 9.6% in cash with Europe & PacRim slots

US Small Caps – Cash with 8%

Emerg. Mkts – Cash with 8%

Technology – Long 8% FAANG proxy (QQQ)

Financials – Short with 8% in XLF

Energy – Cash with 10% with energy money

Gold – Long 10% (5% of GLD and 5% of GDX). Net 32.4% long exposure

Sea Change Opportunistic Indicator:

The current reading is 0.925 Waiting for next “buy” signal (north of 1.20 is the primer). When it does give us a “buy” signal, we’ll go “all in” with equity money.

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