Liquid Alternatives News

How to Use Alternatives in Your Portfolio

How to Use Alternatives in Your Portfolio

What you need to know about the advantages and risks of alternative investments. Alternative investments can be broadly defined as anything that isn’t a stock or a bond. More specifically, these strategies promise something fundamentally different from mainstream asset classes. Morningstar defines these strategies based on their abilities to modify, diversify, or eliminate traditional market […]

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Hedgefonds-Vermögen steigt auf Rekordniveau

Hedgefonds-Vermögen steigt auf Rekordniveau

Das in Hedgefonds verwaltete Kapital hat zu Beginn des Jahres 2024 die historische Marke von 4 Billionen US-Dollar überschritten, sagt Kenneth J. Heinz, Präsident des Analysehauses HFR. Die Anleger würden sich weiterhin auf Inflation, höhere Zinssätze und makroökonomische Unsicherheiten konzentrieren, sich aber zugleich auf geopolitische Risiken und die Beschleunigung von Fusionen und Übernahmen einstellen.

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KKR Report: Family Offices investieren massiv in alternative Anlagen

KKR Report: Family Offices investieren massiv in alternative Anlagen

Family Offices werden 2024 ihre Investitionen in alternative Anlagen deutlich erhöhen. Wie sehr, hängt unter anderem mit dem Gründungsjahr des Family Office zusammen. Beim Thema ESG schwimmen die Family Offices gegen den Trend. Das zeigt eine KKR-Studie, für die 75 Investmentchefs befragt wurden.

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Hurdle rates a priority for hedge fund investors

Hurdle rates a priority for hedge fund investors

BNP Paribas’s capital Iintroduction team has seen increased demand for hurdle rates, which dictate the point at which performance fees come into play, when speaking with hedge fund investors as part of the performance versus risk free rate discussion, according to the company’s 2024 Alternative Investment Survey.

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New SEC regulation requires hedge funds to disclose strategies

New SEC regulation requires hedge funds to disclose strategies

The US Securities and Exchange Commission (SEC) and Commodity Futures Trading Commission (CFTC) have jointly approved new regulations which will require hedge funds to confidentially disclose more information about their investment strategies to watchdogs on a quarterly basis, including on investments, borrowing and counter-party exposure, according to a report by Bloomberg.

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Hedge funds adapt to geopolitical strain, embrace fixed income in 2024

Hedge funds adapt to geopolitical strain, embrace fixed income in 2024

Hedge funds continued their positive momentum into 2024, driven by fixed income strategies amid escalating geopolitical tensions, according to data. Gains were seen across a wide range of strategies and sub-strategies as investors and managers positioned for interest rates to remain elevated through early 2024, as US economic data continued to show strength and resilience, […]

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Hedgeweek announces winners of European Awards 2024

Hedgeweek announces winners of European Awards 2024

Hedgeweek has announced the winners of the European Awards 2024, which recognise excellence among fund managers and service providers in Europe across a wide range of categories. The winners are: Managers Best Credit Hedge (ex Structured Credit) Fund – $<500M – Selwood Asset Management LLP Best CTA/Managed Futures – Lynx Asset Management AB Best Equity […]

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Man Group CIO stands firm on ESG returns

Man Group CIO stands firm on ESG returns

Rob Furdak, Man Group’s CIO overseeing ESG assets, believes screening for environmental, social and governance risks is not “just to try to make the world a better place”, it also helps improve the “investment process” at the world’s largest listed hedge fund, according to a report by Bloomberg.

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