Global deal activity down by 7% YoY during January-May 2026... [more]Matthias Knab, Opalesque: Global deal activity declined during the first five months of 2026, as dealmakers remained cautious. The total number of deals (mergers & acquisitions (M&A), private equity and venture capital (VC)) announced globally fell by around 7% during January-May 2026 compared to
Goldman Sachs reports hedge funds turn net sellers in global stocks... [more]Goldman Sachs said hedge funds became net sellers of global equities, reversing previous buying activity. The shift reflects growing caution among investors amid geopolitical uncertainty, elevated valuations and concerns about economic growth.
NYC focuses on hedge funds in tax audits of carried interest... [more]New York City tax authorities are increasing scrutiny of hedge funds in audits involving carried interest treatment. The effort reflects broader attempts by regulators to ensure compliance with tax rules governing performance-based compensation.
The short squeeze payback in Avis Budget... [more]The article examines how investors positioned for a short squeeze in Avis Budget have fared as market conditions changed. It highlights the risks of crowded trades and the volatility that can result when sentiment shifts abruptly.
Invest in surging AI power demand like a top hedge fund... [more]Rising electricity demand from artificial intelligence infrastructure is creating new investment opportunities across power generation, transmission and related sectors. The article explores how hedge funds are positioning portfolios to benefit from the AI-driven energy boom.
Hedge funds aim at USD 80 Brent as pandemic-era short lives on in ICE Futures Europe... [more]Hedge funds have increased positions targeting Brent crude prices around USD 80 per barrel while maintaining a long-standing short trade dating back to the pandemic period. The positioning reflects expectations for tighter energy markets and evolving supply-demand dynamics.
Hedge funds piled into bearish oil bets ahead of US-Iran move... [more]Hedge funds significantly increased bearish positions in oil before developments involving the United States and Iran. The trading activity highlights how geopolitical events continue to influence commodity markets and speculative positioning.
Leon Cooperman backs Ashland amid activist fight... [more]Billionaire investor Leon Cooperman has expressed support for Ashland during an activist investor campaign. His backing could influence shareholder sentiment as the company navigates governance and strategic issues.
India among EQT Asia's strongest exit markets... [more]Hari Gopalakrishnan of EQT Asia discusses India's economic outlook, the impact of artificial intelligence and opportunities in private equity investing. He highlights sectors where long-term growth and digital transformation are creating attractive investment prospects.
HSBC trader who left for a hedge fund quickly joins his old boss at a US bank... [more]A former HSBC trader who moved to a hedge fund has now followed a former manager to a US bank. The move illustrates the fluid nature of talent migration between banks and hedge funds, particularly among experienced trading professionals.
Why Andy Burnham is winning over hedge funds... [more]Greater Manchester Mayor Andy Burnham has attracted support and attention from hedge fund managers and financial professionals. The article examines how his economic development agenda and engagement with private capital are reshaping perceptions within the investment community.
And, finally: Addicted?... [more]From Newsoftheweird: Annette Nichols, 59, of Vero Beach, Florida, was arrested following a crime spree that lasted weeks, The Smoking Gun reported on June 9. Her charge? Stealing $300 worth of banana chips from two different Publix supermarkets. "It should be important to note that due to this ongoi
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..
