As uncertainty continues to hang over the public markets and the broader economy, advisors and investors in the retail space are seeking sanctuary and opportunity in the rarefied arena of alternative investments. But not every advisor is joining the rush.
Ben Wallace, Manager des Janus Henderson Absolute Return Fund, gibt seinen institutionellen Investoren im exklusiven dpn-Gespräch ein Versprechen: „Am Ende eines Jahres haben sie mehr Geld als am Anfang.“ Eine kühne These, vor allem wenn man auf das Jahr 2022 blickt, als der MSCI World fast 18 Prozent in den Keller ging. Aber genau dieses […]
Marcel Renné spricht im Interview mit Citywire Deutschland über die aktuelle Entwicklung im Bereich alternative Anlagen.
Makro-Hedgefonds verzeichneten unkorrelierte Gewinne und eine starke Outperformance, als sich die Volatilität im September beschleunigte und Aktien und Renten gleichermaßen südwärts gingen.
The Private Equity Group of J.P. Morgan Asset Management today announced the launch of JPMorgan Private Markets Fund (“JPMF”), a 1940 Act-registered, evergreen private equity fund. JPMF is designed to provide access to private equity investments for qualified and accredited individual and institutional clients1. JPMF’s features include a low $25,000 investment minimum2, no capital calls, […]
Chris Stevens and Toby Goodwort examine whether the hedge fund sector can drive positive action in the climate transition.
Global hedge funds raced to load up on bullish positions in banks, insurance companies and capital markets as September drew to a close, Morgan Stanley said in a client note, catching a tailwind for the financial sector from higher interest rates. European bank stocks (.SX7P) fell by as much as 4% at one point last […]
The world of alternate investments has gained momentum, captivating attention for its potential to diversify portfolios and create new passive income sources. In this blog, we embark on a journey through the landscape of alternate investments, uncovering the dynamic range of alternate assets in India. By the end, you’ll have a clearer compass to navigate […]
Seit der scharfen Zinswende ziehen sich Anleger auch aus Hedgefondsstrategien im UCITS-Mantel zurück. Und das trotz positiven Marktumfelds.
Hedge funds experienced a “small decline” in performance in August, recording their first negative month of 2023 with an overall weighted average return of -0.8%, according to data.The rate of return spread widened to 7.3% from 6.7% in July, indicating a small increase in volatility, reported the monthly hedge fund update for August 2023 by […]
Nach holprigen Jahresstart sind Merger-Arbitrage-Strategien so attraktiv wie lange nicht mehr. Annualisierte Renditen von zehn bis 30 Prozent dürften bei einigen Situationen zu realisieren sein, denn nach einigen Eingriffen der Wettbewerbshüter gibt es im Markt viele Preisineffizienzen.
articleimage Tarun Nagpal, CEO and founder of global alternatives solutions provider S64, discusses the outlook for alternatives and the private markets industry with this news service.
Almost all alternative fund managers are planning to rely more on third parties for their operational needs, suggests a recent study.The survey conducted by fund services firm Ocorian found that 96% of the canvassed fund managers plan to use an external provider within the next three years.The research also found that almost a quarter of […]
The 60/40 portfolio traditionally consists of 60% equities and 40% bonds and remains a popular allocation strategy for investors. It aims to balance higher-growth equities and lower-risk bonds, offering some protection during market downturns. Recent declines in equities and bonds challenge the effectiveness of this allocation because portfolio models – like the 60/40 allocation – […]
Nach schwierigen Jahren der Niedrigzinsen legen Hedgefonds wieder zu. Der dynamische Zinsanstieg befeuert bei ausgewählten Strategien die risikoadjustierte Rendite. Die Zinsvolatilität dürfte weiterhin hoch bleiben. Das die Kernaussagen am 12. Feri Hedgefonds-Investmenttag.
