Liquid Alternatives / Trends
Unterwasser-Rechenzentren: Cool, Rechenbojen!
Stellen Sie sich vor, Rechenzentren auf See sparen jede Menge Strom. Nach einem Report DER ZEIT. 03.02.2026
Hedge funds dial back North America exposure as allocators seek geographic balance
Hedge funds have gradually reduced their exposure to North America over the past year, as trade tensions, policy uncertainty, a weaker US dollar and pressure on megacap stocks prompt allocators to rebalance portfolios across regions, according to a report by Reuters. 03.02.2026
Warum Family Offices ETFs kritisch sehen
ETFs investieren breit, sind aber nicht automatisch diversifiziert. Das Family Office Reimann Investors hat deshalb den ETF-Anteil im Portfolio reduziert. Nach einem Report von thepioneer. 02.02.2026
New Holland launches platform offering managers relief from ‘pod fatigue’
New Holland Capital is preparing to launch a new equity investment platform aimed at portfolio managers seeking an alternative to the high-pressure, siloed culture of large multi-strategy hedge funds, according to a report by Bloomberg. 02.02.2026
Hedge funds cut silver longs to near two-year low ahead of sharp slump
Hedge funds sharply reduced their bullish exposure to silver in late January, cutting net-long positions to the lowest level in almost two years as sentiment towards precious metals deteriorated ahead of a steep market sell-off, according to a report by Bloomberg citing CFTC data. To a report by hedgeweek. 02.02.2026
Hedge fund investors revive China allocations as US appetite cools
Global hedge fund investors are renewing interest in China-focused strategies after several years of heavy outflows, according to a report by Bloomberg citing the findings of BNP Paribas’ 2026 Hedge Fund Outlook survey. To a report by hedgeweek. 30.01.2026
Ranked: The 35 Countries with the Highest Household Debt
Switzerland tops the list with household debt totaling 125% of its GDP. Anglophone countries dominate the top ranks, including Australia (112%), Canada (100%), and New Zealand (90%). High household debt can make economies more vulnerable to interest rate hikes and economic shocks. To a report by visualcapitalist.
Who’s Powering Global Economic Growth in 2026?
Global real GDP growth is forecast to reach 3.1% in 2026. China and India together account for 43.6% of global real GDP growth in 2026. Asia-Pacific contributes nearly 60% of total global GDP growth. To a report by visualcapitalist. 30.01.2026
Hedge funds post first net inflows since 2021 amid decade-best performance
Hedge funds saw their strongest year in a decade in 2025, with average returns exceeding 20% and nearly 90% of funds in positive territory, according to data from alternative asset servicing solutions specialist Citco Fund Services. To a report by hedgeweek. 30.01.2026
Ranked: The Biggest Risks Facing the World in 2026
Geoeconomic confrontation is the top global risk in 2026, according to the World Economic Forum’s annual report. Fraying transatlantic alliances and a Great-Power competition between the U.S. and China is increasingly undermining global stability. To a report by visualcapitalist. 29.01.2026
Carvana shares slide after short seller Gotham City raises related-party concerns
Shares in Carvana Co fell sharply after short seller Gotham City Research published a report alleging the online used-car retailer overstated earnings through undisclosed benefits linked to businesses controlled by the family of chief executive Ernie Garcia III, according to a report by Bloomberg. 29.01.2026
Neuer Fokus für The Line und Neom: So sollen sich die Mega-Bauprojekte verändern
Das Neom-Projekt in Saudi-Arabien gerät ins Wanken. Jetzt haben die Verantwortlichen die Arbeiten an einigen Megabauten eingestellt und überdenken ihre Ausmaße. Davon ist auch die Bandstadt The Line betroffen. Was mit der futuristischen Stadt passieren soll. Nach einem Report von t3n. 28.01.2026
Bridgewater favours equities over bonds amid inflation and fiscal spending risks
Bridgewater Associates has warned that rising government spending and near-term inflation pressures linked to AI are creating an increasingly challenging outlook for global bond markets, prompting the hedge fund to favour equities over fixed income, according to a report by Bloomberg. 27.01.2026
Sind Hedgefonds-ETFs die nächste große Produktinnovation in Europa?
Oft heißt es: Was in den USA beginnt, erreicht später Europa. Trifft das zu, könnten Hedgefonds-ETFs die nächste große Entwicklungsstufe des europäischen ETF-Markts sein. Nach einem Report von etfstream. 26.01.2026
Buy the Dip: Institutionelle Anleger sehen Kaufchance bei Bitcoin
Der Bitcoin notiert aktuell deutlich von seinen Höchstkursen entfernt. Doch in dieser Situation geraten Profi-Anleger nicht in Panik, sondern sehen eine Kaufchance. Das steckt dahinter. Nach einem Report der boerse-online. 27.01.2026
Partner
