SS&C GlobeOp Forward Redemption Indicator: May notifications 1.56%... [more]Matthias Knab, Opalesque for New Managers: SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) announced on May 21, 2026 that the SS&C GlobeOp Forward Redemption Indicator for May 2026 measured 1.56%, up from 1.26% in A
Opalesque Roundup: April's 5.6% surge, SEC's regulatory reset and a SpaceX windfall define the week... [more]Hedge funds entered the third week of May riding a powerful wave: industry returns for April marked one of the strongest single months of the decade, allocators are accelerating private-credit buildouts, activist campaigns are reopening on multiple continents, and the regulatory chessboard in Washin
Hedge fund short bets hit 10-year high, raising risk of short squeeze... [more]Hedge fund short positioning has reportedly climbed to its highest level in a decade, creating conditions that could trigger sharp market reversals if investors rush to cover bearish positions. Elevated short interest can amplify volatility, particularly when unexpected positive catalysts emerge.
How hedge funds are trading semiconductor stocks... [more]Goldman Sachs examined positioning among hedge funds in semiconductor shares as AI enthusiasm continues driving investment activity. The report suggests investors remain heavily concentrated in a relatively small number of technology names.
Hedge funds double down on AI stocks as chipmakers become Wall Street's biggest bet... [more]Hedge funds continue increasing exposure to AI-related stocks, particularly semiconductor companies seen as critical infrastructure providers. Investors remain highly concentrated around themes linked to AI computing demand and data center expansion.
UBS: Diversify with alternatives... [more]UBS highlighted that while AI remains a major investment theme, investors are increasingly weighing growth opportunities against macroeconomic and valuation concerns. The discussion reflects ongoing attempts to determine whether AI-driven gains remain sustainable.
The star stock picker who bet big on SpaceX before it even landed a rocket... [more]A profile examined an investor who identified SpaceX's long-term potential at a very early stage, before the company established its current position in commercial space. The story illustrates the value and risk involved in making highly concentrated long-duration investments.
Vanguard joins hedge funds in hoovering up more Venezuelan debt... [more]Vanguard has reportedly joined hedge funds in increasing exposure to Venezuelan debt, signaling renewed investor interest in distressed opportunities. Investors may be positioning around expectations of future political or economic changes.
Hedge funds temper steep RBNZ rate rise bets as economy cools... [more]Hedge funds have reduced expectations for aggressive rate increases from New Zealand's central bank as economic growth shows signs of slowing. Markets continue adjusting interest rate expectations in response to changing economic data.
Chris Hohn's hedge fund culture attracts continued attention... [more]Additional reporting examined leadership style and operating culture around Chris Hohn's hedge fund organization. Performance expectations, compensation and demanding work environments continue shaping perceptions of top investment firms.
Survivor Boss Jeff Probst says Kalshi and Polymarket incentivize people to lie, cheat and steal... [more]Hollywood executives are concerned that the growing popularity of prediction markets is leading to insider trading and that widespread spoilers will reduce suspense and hurt their shows' ratings. But Kalshi is adamant that its ban on insider trading is being enforced effectively and that its "Surviv
Prediction market traders eye salaries of up to USD 260,000 at hedge funds... [more]Hedge funds are increasingly recruiting talent with experience in prediction markets and quantitative forecasting. Firms are seeking people with skills in probability analysis and data-driven decision making as alternative data becomes more important.
University of Houston System makes new investment allocations... [more]The University of Houston System disclosed new investment allocations as institutional investors continue adjusting portfolio exposures across public and private markets. Universities remain active participants in alternatives and long-term investment strategies.
No-nonsense Wall Street titans displayed friendly demeanors in meeting with Mamdani... [more]Senior Wall Street figures reportedly adopted a more constructive tone during discussions with Mamdani despite expectations of a tougher encounter. The meeting highlighted the complex interaction between finance, politics and public perception.
Hyperscaler debt flood brings derivatives bonanza... [more]Heavy debt issuance linked to major technology and cloud companies is creating increased activity across derivatives markets. Banks and trading firms are benefiting from greater demand for hedging and structured financing products.
Abu Dhabi Investment Authority marks 50th anniversary... [more]Abu Dhabi Investment Authority marked its 50th anniversary, highlighting five decades as one of the world's largest sovereign wealth funds. The institution has played a major role in shaping long-term investment strategies across global markets.
Anthropic equity confusion highlights disclosure concerns in private markets... [more]Questions surrounding Anthropic-related equity holdings have reignited concerns about disclosure standards and transparency in private markets. The episode demonstrates how valuation and ownership structures can create uncertainty for investors.
And, finally: "You're always looking."... [more]From Newsoftheweird: Visitors at the Fondation Beyeler, an art museum in Switzerland, recently had the option to peruse the art while wearing only bathing suits, Yahoo! News reported on May 1. "It's a rather unusual experience," said one visitor in a colorful sequined bikini, noting that "You're
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: When BlackRock's Spring 2026 Hedge Fund Outlook landed, much of the commentary focused on its bullish stance toward hedge funds - the rising dispersion, the M&A acceleration, the macro opportunities. But the most important warning in the report has rece..
