Hedge funds' first-half performance draws more institutional allocations... [more]Strong hedge fund performance during the first half of 2026 is encouraging more institutional investors to increase allocations to the asset class. Pension funds and other large allocators continue to view hedge funds as valuable sources of diversification and downside protection.
Hempton's Bronte Capital sinks 9pc after missing AI chip boom... [more]Bronte Capital fell 9% after failing to participate in the rally driven by AI-related semiconductor stocks. The setback illustrates the challenges faced by value-oriented hedge funds during one of the strongest technology-led market advances in recent years.
Fund research: BH Macro... [more]The article reviews BH Macro's investment strategy, portfolio positioning and recent performance. It examines the trust's exposure to macro trading opportunities and assesses its suitability for retail investors seeking diversification.
Singapore's Temasek investment fund says crypto is off the table, will focus on AI... [more]Temasek says it has no plans to invest directly in cryptocurrencies and will instead prioritize opportunities in artificial intelligence. The sovereign investment fund believes AI offers stronger long-term growth potential and a clearer strategic fit.
How Korea's chip stars supercharged the market and changed the economy... [more]South Korea's semiconductor champions have transformed both the country's stock market and broader economy through sustained growth driven by global demand for AI-related chips. The article examines how companies such as SK Hynix and Samsung have reshaped investment trends.
Standard Chartered launches Asia-focused investment fund for UAE wealth clients... [more]Standard Chartered has introduced a new investment fund focused on Asian opportunities for wealthy clients in the UAE. The fund aims to capitalize on long-term growth across Asian markets while expanding the bank's regional wealth management offering.
Defensive stocks to invest in if the AI bubble bursts... [more]The article highlights companies that could prove resilient if enthusiasm surrounding AI stocks fades. It examines sectors and businesses that may offer more stable earnings and downside protection during a technology market correction.
Michael Burry bets on sportsbooks over prediction markets... [more]A well-known investor featured in "The Big Short" believes traditional sportsbooks currently offer better opportunities than prediction markets. The article examines how differences in pricing efficiency and market structure influence that view.
BlueCrest hires Jupiter's Richard Cassidy as CTO... [more]BlueCrest Capital has appointed Richard Cassidy from Jupiter Asset Management as its new chief technology officer. The hire reflects the growing importance of technology and AI infrastructure within large hedge fund organizations.
Millennium is quietly expanding its presence in Australia... [more]Millennium Management is continuing to grow its operations in Australia by adding investment professionals and strengthening its regional platform. The expansion reflects the firm's broader strategy of increasing its global footprint.
Ex-Goldman Sachs MD left a hedge fund to join Citadel Securities... [more]The article profiles Ishaan Sethi and his career progression within the hedge fund industry. It explores how he built his reputation and the skills that contributed to his success in alternative asset management.
Hedge fund Balyasny hired a new head of Asia ECM from BNP to replace Credit Suisse hire... [more]Balyasny Asset Management has recruited a senior Asia ECM executive from BNP Paribas to replace a previous hire from Credit Suisse. The appointment strengthens the firm's capital markets expertise in Asia as competition for experienced professionals remains intense.
Saba ups ante in war of words with Workspace Group board... [more]Activist investor Saba Capital has intensified its public dispute with the board of Workspace Group, continuing its campaign for governance and strategic changes. The disagreement reflects Saba's broader activism in the UK investment trust and listed property sectors.
And, finally: How did he manage that?... [more]From UPI.com: A brown bear wandered into a hotel in Tibet and forced its way into a locked room with two guests inside.
Security camera footage from the hotel in Nagqu shows the bear wander down a hallway inside the building on Saturday and force its way through a door into an occupied room. The
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.
RSS
Matthias Knab, Opalesque for New Managers: On July 9th, participants from 28 countries joined Opalesque's "Kant & Capital" webinar - not for a lecture, but for a workshop. The premise: after sixty years of labels - SRI, triple bottom line, ESG, impact - each of which fell short of its promise, i..
