SEC recommends major changes to how shareholder proposals work... [more]By Opalesque: On September 16, 2026, the US SEC proposed major changes to how shareholder proposals work. The main idea: pull back federal rules and let states and companies decide more of this themselves.
The Commission issued a proposed rule to rescind its 1942 Rule 14a-8's federal reg
Overseas investment fund entries to Japan quadruple over 4 years... [more]The number of overseas investment funds registering to operate in Japan has quadrupled over the past four years, as the country attracts growing interest from global asset managers. Japan has been encouraging foreign investment firms to establish local operations as part of its effort to strengthen
Japan banks, hedge funds tussle for top graduates amid jobs boom... [more]Japanese banks and hedge funds are competing for top university graduates as the country's financial sector experiences a hiring boom. The battle for young talent reflects both a tight labor market and growing demand from investment firms expanding in Japan, creating unusually strong opportunities f
The Everything Bubble is back and bigger than ever... [more]Financial conditions remain loose, margin debt is at record levels relative to GDP and US equity trading activity has surged as speculative enthusiasm returns to markets. Richard Bernstein's five warning signs from the 2021 bubble are again flashing, while today's market is more concentrated in a ha
Crypto investment firm RockawayX is betting USD150 million on yield becoming next big use case... [more]USD2bn digital-asset investment firm RockawayX is committing USD150m to an initiative focused on bringing real-world yields into decentralized finance. The firm plans to back, build and provide liquidity to projects spanning areas such as trade finance and private credit, betting that yield-bearing
Access to investing has opened the gates for alternative funds... [more]Alternative investments used to be the preserve of select groups. Institutional investors, family offices and wealthy individuals were pretty much the only groups to go down that route. Now the market has opened up, with private equity, venture capital, hedge funds and more getting involved. Market
Singapore enhances its asset management ecosystem with new MAS initiatives... [more]The Monetary Authority of Singapore is planning new measures to attract fund managers, capital and investment talent as the country's asset-management industry approaches SGD7tn after growing an average 7.5% annually over the past five years. Measures include a tax exemption for performance-related
Point72 joins hedge fund peers in extending capital lockup terms - Bloomberg... [more]Point72 Asset Management is tripling the time required for investors to fully redeem from its flagship hedge fund. Starting next year, clients will be able to withdraw up to 8.33% each quarter, effectively extending a full exit to three years, as Steve Cohen's firm joins Millennium, Rokos and D.E. S
Hedge fund with 235% return says gold price decline is temporary... [more]Australian hedge fund manager Raphael Lamm says gold's recent decline is temporary and that the forces supporting its longer-term rally remain intact. Lamm co-manages the AUD1.5bn L1 Gold Fund with Mark Landau, which has returned more than 200% net since launching last year, and points to unsustaina
Trump made 40x more trades in July than Bessent made in all of 2025... [more]Trump's trading spree has continued, with more than 1,100 July trades disclosed earlier this week. Meanwhile, his Treasury Secretary made nearly 40 times fewer trades all of last year. Trump Organization says the trades aren't in Trump's control, but the volume remains unprecedented.
Hedge funds sour on basis trade as Treasury selloff continues... [more]Capital committed to leveraged Treasury basis trades has fallen 20% this year to USD1.2tn, according to Morgan Stanley, as rising US rate expectations and improved market functioning reduce potential returns. The strategy involves borrowing overnight to exploit small differences between Treasury sec
Hedge fund Taula down 9.4% in volatile year for macro traders... [more]Diego Megia's Taula Capital Management lost 4.3% this month, pushing its year-to-date decline to 9.4% through September 18 as macro traders faced sharp moves in rates. Taula had been recovering from losses earlier in the year, but September brought renewed turmoil after US rates rose and Brent crude
Forgotten London hedge fund appears to be progressively shrinking... [more]TT International Asset Management's revenue fell 7% to GBP32m in 2025, marking a fourth consecutive annual decline and leaving revenue well below its GBP79m level in 2021. The hedge fund group founded by former Fidelity investment director Tim Tacchi also recorded a GBP10m loss for the year, compare
Hedge fund Millennium to establish Athens presence... [more]Millennium Management will establish a presence in Athens as Greece seeks to develop the city into a European hub for investment firms and international financial talent. The hedge fund, founded by Israel Englander, manages more than USD97bn and employs more than 7,000 people globally, and says the
Turkey's investment-fund fiasco... [more]Turkey is dealing with a major investment-fund crisis after liquidity problems at funds holding large positions in thinly traded shares triggered redemption failures and regulatory intervention. Authorities have ordered 131 funds managed by seven firms into liquidation, affecting more than 450,000 i
The Saba saga: How one hedge fund redefined investment company activism... [more]Saba Capital's campaigns against UK investment trusts have intensified pressure on boards to address persistent discounts to net asset value. Rather than limiting its activism to demands for buybacks or tender offers, Saba has sought to replace directors and reshape boards, prompting wider questions
Ken Griffin's $700 million Miami spree hits a helipad objection... [more]Citadel founder Ken Griffin is facing opposition from eight Miami Beach condominium boards to his plan for a private heliport at the marina he is developing for his yachts. Griffin has spent an estimated USD700m on Miami-area property since moving Citadel there in 2022, including a reported USD363m
And, finally: Gotta keep up with the grandkids... [more]From UPI: A gamer grandma from Scotland earned a Guinness World Record as the oldest female Fortnite streamer on Twitch at the age of 78. Cath Bowie, who has been livestreaming her gaming sessions on the website for 9 years as grumpygran48, said she was "instantly intrigued" when she saw her grandso
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.
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By Ruud Smets, Chief Investment Officer and Managing Partner, Theta Capital. Data and developments as of 4 September 2026.
For the first time in blockchain's history, capital is lagging adoption.
Finance is moving onchain. Assets and financial functions such as exchange, lending, settlement, c..
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..
