Hedge funds record best first-half performance in 13 years, sources say... [more]Hedge funds delivered their strongest first-half performance in 13 years, according to industry sources. Gains were driven by strong results across multi-strategy, macro and equity hedge funds as managers benefited from heightened market volatility and continued enthusiasm for AI-related investments
Hedge-fund gilt risks are best managed in markets... [more]Bloomberg Opinion argues that risks posed by hedge fund activity in the UK gilt market are better addressed through market-based mechanisms than additional regulation. The commentary suggests that stronger pricing, transparency and market discipline offer more effective safeguards against instabilit
A new wave of AI startups wants to automate hedge funds' secret sauce... [more]For a hypercompetitive industry deadset on finding an edge over peers, hedge funds have been slow to integrate artificial intelligence into their most important functions. But, as AI advances continue to impress and sometimes even scare companies and governments, the industry is realizing it can po
Intel Stock Down 21%: Inside the July 2026 Semiconductor Selloff... [more]Intel shares have fallen 21% during a broad semiconductor selloff as investors reassess AI-related valuations and growth expectations. The article examines the factors behind the decline and its implications for the wider chip sector.
Nancy Pelosi bets up to $6 million on Intel and Uber call options... [more]Former House Speaker Nancy Pelosi is once again drawing attention on Wall Street after newly disclosed trades revealed millions of dollars in fresh bets. According to congressional disclosure filings, Pelosi purchased up to $6 million worth of call options on Intel and Uber.
Hedge fund cuts French quant who battled hard to work there... [more]A French quantitative researcher who worked extensively to secure a hedge fund role has reportedly been laid off as firms continue reviewing staffing and performance. The article highlights the increasingly competitive environment for quant professionals.
Quant giant Qube, now managing $50bn, preps a new unit of human stockpickers... [more]Quantitative hedge fund Qube is expanding beyond systematic investing by recruiting discretionary equity investors and traditional stock pickers. The move reflects a growing trend among quant firms to combine machine-driven models with fundamental investment expertise.
GOP megadonor Ken Griffin says he'd back Rubio over Vance in 2028... [more]Citadel founder Ken Griffin said he would support Marco Rubio rather than JD Vance in a potential 2028 Republican presidential contest. The comments provide an early indication of Griffin's political preferences ahead of the next election cycle.
Ex-Trump Treasury undersecretary warns Fed is now giant hedge fund... [more]A former US Treasury undersecretary argues that the Federal Reserve's balance sheet and market interventions have effectively transformed it into a giant hedge fund. The article discusses the implications for monetary policy, market pricing and financial stability.
Bezos' Blue Origin valued at $130 billion in first outside fundraising round... [more]Jeff Bezos' Blue Origin is seeking new funding at an increased valuation as the private space company accelerates investment in launch systems and space infrastructure. The fundraising reflects continued investor interest in the commercial space industry.
Laurent Stockli from Quaero Capital is fund manager of the month... [more]RankiaPro profiles Laurent Stockli of Quaero Capital, highlighting his investment philosophy, portfolio construction process and market outlook. The interview examines how he identifies opportunities and manages risk across changing market environments.
Hedge Fund Scion Arthur Fery storms into Wimbledon Quarters... [more]British tennis wildcard Arthur Fery is the last British hope at Wimbledon. He's also the son of a football-mad hedge fund manager and a former professional tennis player.
Workspace urges investors to block destructive Saba proposals... [more]Workspace Group has urged shareholders to reject proposals from activist investor Saba Capital, arguing that the measures would undermine the company's long-term strategy and governance. The dispute reflects Saba's continued activist campaign within the UK investment trust sector.
Yen carry trade risks are mounting as Japan’s currency hits 40-year lows... [more]The Japanese yen is sitting at levels not seen since the mid-1980s, trading around 162 JPY per US dollar as of July 2026. That number sounds abstract until you realize what it means for one of the most popular trades in global finance: borrow cheap yen, invest in higher-yielding assets elsewhere, po
The risky bet that could upend millions of Americans' retirement savings... [more]ProPublica examines concerns that proposed policy changes could expose millions of Americans' retirement savings to greater investment risk. The article explores the potential impact on 401(k) plans and long-term retirement security.
If armed with more insight, Asia-based HNW women would raise alternatives exposure... [more]A new survey finds that high-net-worth women in Asia would increase their allocations to alternative investments if they had greater access to education and market insights. The findings highlight growing interest in private markets, hedge funds and other non-traditional asset classes.
And, finally: Good boy!... [more]From UPI.com: A bear that came within feet of a young boy playing in his family's Connecticut driveway was chased off by the boy's protective pet dog. A video shared by Torrington resident Jeff Tazzara shows a bear run onto the driveway while the boy is playing, and the family's husky rushes into a
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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Matthias Knab, Opalesque for New Managers: Stablecoins have won the argument they spent a decade losing. The interesting question is no longer whether the future of money is arriving - it is who captures the upside, how early you can get in, and whether an institution can act on the macro case witho..
