UBS: Diversify with alternatives... [more]A wider range of possible market outcomes increases the value of return sources that are less dependent on traditional equities and bonds. Diversified exposure to hedge funds, private equity, private credit, and selected real assets can broaden portfolio return drivers and improve resilience as mark
Maples Group reports 30% quarterly rise in Cayman fund launches... [more]Maples Group reported a 30% quarter-on-quarter rise in Cayman Islands fund launches, reflecting increased activity across the jurisdiction's investment funds industry. The increase points to continued demand for Cayman fund structures as alternative investment managers launch new vehicles and respon
The fine print in Singapore's new fund tax break that crypto managers should read... [more]Singapore's new asset-management package includes a personal income tax exemption on profit-related returns earned by managers of qualifying funds, a new MAS Hedge Fund Investment Programme and an investment-management track under the ONE Pass visa framework. The measures do not specifically mention
Hong Kong races to match Singapore's tax break to lure global fund managers... [more]Singapore's new tax exemption for fund managers has prompted calls for Hong Kong to accelerate its own proposed carried-interest tax break. Hong Kong's bill would exempt fund employees from salaries tax on performance-fee income and fund houses from profits tax on such income, with the changes takin
Anthropic could seek to raise more than $100 billion in IPO... [more]Anthropic's bankers have told potential investors that the AI company could seek to raise more than $100 billion in its initial public offering, potentially valuing the company at $2 trillion. Such a deal would exceed SpaceX's record IPO, which raised $85.7 billion at a $1.77 trillion valuation in J
Ken Griffin says Citadel has shed 80% of the risk from the Situational Awareness portfolio it bought... [more]Ken Griffin told Citadel clients that the firm has shed more than 80% of the aggregate risk from the Situational Awareness portfolio it acquired after the AI-focused hedge fund's collapse. Citadel executed nearly 100 block trades representing more than $4 billion in market value, including what Grif
Hedge funds ramp up dollar shorts ahead of Bessent's fiscal plan... [more]Hedge funds are increasing bearish dollar bets as investors await further details of Treasury Secretary Scott Bessent's fiscal plans and assess the implications of a more interventionist approach to US borrowing costs. Dollar selling by hedge fund clients accelerated through August, while demand for
Why Bank of America strategist Michael Hartnett says the trade is still long gold... [more]Gold remains Bank of America strategist Michael Hartnett's preferred hedge against a weakening US dollar, with gold funds attracting $6.3 billion in their strongest weekly inflow since January. Hartnett's "Anything But Dollar" theme favors assets that could benefit from declining confidence in the c
These 3 AI stocks are bought by both hedge funds and mutual funds... [more]The article identifies three AI stocks that appear among the holdings of both hedge funds and mutual funds, using institutional ownership as a screen for companies attracting support from different classes of professional investors. [NEEDS MANUAL REVIEW - full article content inaccessible]
Blackstone multi-strat alternatives fund makes its second direct cat bond investment... [more]Blackstone's Alternative Multi-Strategy Fund has made its second direct catastrophe bond investment, adding another insurance-linked securities position to the portfolio. The allocation follows its first direct cat bond investment and provides another example of a large multi-strategy alternatives p
Hedge funds cut bearish bets on European diesel to two-year low... [more]Hedge funds slashed short-only positions in European diesel to their lowest since July 2024 while adding 1,498 long-only positions, leaving traders the most bullish on a net basis in about six months. Diesel and gasoil refining margins have surged toward record highs as Middle Eastern supplies decli
Ray Dalio touts Bitcoin as hedge amid mounting debt concerns... [more]Bridgewater Associates founder Ray Dalio warned of a potential US debt crisis within three years and said investors should own non-government assets such as gold and Bitcoin. Dalio suggested portfolios should be underweight bonds, hold as much as 10%-15% in gold and include "a bit" of Bitcoin as pro
How the LA Lakers became a $12.5bn hedge fund play... [more]The Los Angeles Lakers are set to change hands at a $12.5 billion valuation, illustrating how professional sports franchises have increasingly become institutional investment assets. The deal involving former Disney CEO Bob Iger and Josh Kushner comes as private equity, hedge fund and other institut
Saba demands board changes at Baillie Gifford trust... [more]Activist hedge fund Saba Capital has demanded board changes at a Baillie Gifford investment trust as it continues its campaign targeting the UK's closed-end fund sector. The move is part of Saba's broader push for governance and strategic changes at investment trusts trading at substantial discounts
Hedge fund manager Phil King to retire from Regal Partners... [more]Regal Partners said co-founder and chief investment officer Phil King will begin transitioning toward retirement, marking the eventual departure of one of Australia's best-known hedge fund managers. King co-founded Regal in 2004 and helped build the business into a major Australian alternative inves
Hotel royalty and a hedge-fund founder: The family handing the keys to Mark Zuckerberg... [more]Mark Zuckerberg and Priscilla Chan have become the new owners of Strancally Castle and its 440-acre estate in County Waterford, taking over from Michael and Giancarla Alen-Buckley. Michael Alen-Buckley co-founded hedge fund RAB Capital, while the family spent roughly 25 years restoring the 19th-cent
And, finally: Fair deal!... [more]From Newsoftheweird: Construction workers in Belgium struck gold while working on a new sewer line in an old building -- literally $10.4 million worth of gold, BBC reported on Aug. 14. Workers removed part of the cellar wall and discovered a wealth of gold coins and bars, which they initially mistoo
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
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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..
