Rokos Capital Management, founded by Chris Rokos, gained 3.8% in October, bringing year-to-date performance to approximately 21%. The firm, which manages over USD 22 billion, plans to cap new inflows ...

Global fintech investment slumps to seven-year low of $95.6bn [more] Laxman Pai, Opalesque Asia: Global fintech investment plummeted to $95.6 billion across 4,639 deals in 2024, m ...

What allocators don't mention, however, is the idea of inversely correlated, that is, negatively correlated products that move against the risk assets in your portfolio or against risk assets more ...

The evolving global regulatory and US policy landscape is also fuelling stronger institutional investor engagement with digital assets. Almost half (47%) of surveyed investors indicate that regulatory ...

Aubrey's investment strategy focuses on market-leading companies whose products can define or transform their industries. Cultivating a loyal customer base, which translates into pricing power and ...

The private credit market is creating significant anxiety among investors following several high-profile defaults and banking exposures. The collapse of Tricolor, a subprime auto lender, and First ...

Featuring : The Best Fund You've Never Heard Of: How Thomas Wehlen beat 98% hedge funds over 27 years. In this exclusive Opalesque.TV interview, pioneering quantitative investor Thomas Wehlen reveals ...

Bailey McCann, Opalesque New York: Despite growing macroeconomic and geopolitical uncertainty, private equity deal activity is increasing. Aggregate deal value totaled $331.1 billion a sizable 28% ...

Bailey McCann, Opalesque New York: Global M&A activity climbed 10% to $1.9 trillion through Q3, led by a resurgence in North American dealmaking, according to a new report from Boston Consulting Group ...

Bailey McCann, Opalesque New York for New Managers: Investors are taking a closer look at emerging markets as investing in the west looks increasingly expensive and risky. One area where capital is ...

On 22 September, there was the $100bn OpenAI and NVIDIA deal, "to build and deploy at least 10 GW of AI data centres with NVIDIA systems." You'd think, for a $100bn deal, you'd "finalise the details" ...

Investors are watching the private credit market, weary of the few recent wobbles which may or may not herald a larger wave. Following the recent collapse of Tricolor, a subprime auto lender, and ...