Liquid Alternatives / Trends
Goldpreis explodiert: Warum Angst jetzt 5400 Dollar kostet
Gold klettert auf 5400 Dollar – ein Plus von 22 Prozent seit Jahresstart. Der Grund: Militärische Eskalation im Nahen Osten treibt Anleger in sichere Häfen. Was die Krise für Märkte und Portfolios bedeutet. Nach einem Report von business-punk. März 2026.
Private markets: 2026, the year when governance becomes decisive
Growth is back, but it’s no longer enough. Valuation, systemic risk and operational discipline are profoundly redefining the allocation criteria of institutional investors. Carne Group’s “Change 2026” report, published on Tuesday, sheds light on a major turning point for the industry – and confirms Luxembourg’s structuring role. To a report by paperjam. 18.02.2026
Private equity: Emerging managers to watch in 2026
After a protracted period of slower fundraising and heightened selectivity across the broader private equity landscape, there remain solid opportunities for first-time managers, particularly those with deep sector specialization, differentiated strategies, and strong operational track records. To a report by withintelligence. 09.03.2026
Mipim 2026: Mega brokerage transaction and mega-trends change mood at global real estate gathering
The organiser has confirmed there were 20,000 delegates representing 90 countries at the 36th edition of the conference – a respectable figure, if slightly down on last year, given the difficulties travelling in from some parts of the word. To a report by costar.
AI Is Now a Macro Variable. Are You Positioned?
The Big Picture: AI is no longer a tech story—it is a macro variable influencing GDP, earnings, credit markets and geopolitics at industrial scale. With trillions in infrastructure still to be deployed, and monetization now separating winners from laggards, understanding where value accrues is critical for investors and corporates. To a report by morganstanley. 09.03.2026
Regal Partners takes hit as Immutep shares plunge 89%
Sydney-based asset manager Regal Partners Ltd suffered a setback on Friday after shares in one of its portfolio companies, Immutep Ltd, collapsed following the discontinuation of a clinical trial for a lung cancer treatment, according to a report by Bloomberg. 13.03.2026
JPMorgan, UBS cut prime brokerage ties with hedge fund pro to Hong Kong insider trading probe
JPMorgan Chase and UBS ended prime brokerage services for Hong Kong hedge Infini Capital Management months before authorities publicly disclosed an insider trading investigation involving the firm, according to a report by the Business Times citing unnamed sources familiar with the matter. To a report by hedgeweek. 13.03.2026
FERI Investment Office: Market Monitor Week 11, March 2026
The Market Monitor provides a concise summary of the most important developments on the international financial markets and presents key data in a clear format. This is supplemented by a brief commentary on the current economic and political conditions. To a report by FERI. 13.03.2026
ETFs und aktive Strategien: Wo der Wachstumsschub zu erwarten ist
Der ETF-Markt hat in der Schweiz eine neue Dimension erreicht. Doch von Sättigung kann keine Rede sein. Für Hans-Jörg Morath von der Zürcher Kantonalbank beginnt jetzt erst die eigentliche Wachstumsphase. Nach einem Report von finews. 13.03.2026
Ranked: The Brands That Gained the Most Value Last Year
Microsoft added $104 billion in brand value year-over-year, the largest increase among the world’s most valuable brands. Nvidia saw one of the biggest jumps, adding $96 billion in brand value amid strong demand for AI chips and data center infrastructure. To a report by visualcapitalist. 13.03.2026
Hedge funds up shorts as geopolitical tensions and credit risks mount
Hedge funds globally have been increasing short positions amid heightened geopolitical tensions and ongoing concerns about the stability of the private credit market, according to new research from treasury and liquidity management solutions specialist Hazeltree. To a report by hedgeweek. 12.03.2026
Braidwell’s AI-focused healthcare hedge fund up 28% in 2025
Braidwell delivered strong performance in 2025, with its flagship hedge fund posting a 28% gross return as the firm increased its focus on artificial intelligence applications across the healthcare sector, according to a report by Bloomberg. 12.03.2026
Andurand fund climbs 6% amid volatile oil markets
Pierre Andurand’s hedge fund, Andurand Commodities Discretionary Enhanced, posted a 6% gain last week, benefiting from extreme swings in the oil market triggered by the ongoing conflict in Iran, according to a report by Bloomberg citing unnamed sources familiar with the matter. To a report by hedgeweek. 12.03.2026
Vision für EXPO 2035 in Tegel: Entwürfe für eines der größten Stadtentwicklungsprojekte Europas
Auf der internationalen Immobilienmesse MIPIM 2026 in Cannes wurden erstmals architektonische Entwürfe vorgestellt, wie sich der ehemalige Flughafen Berlin Tegel zu einem möglichen Standort der EXPO 2035 entwickeln könnte. Daniel-Jan Girl, Aufsichtsratsvorsitzender der EXPO 2035 Berlin GmbH, und Stephan Schütz, Executive Partner bei gmp · Architekten von Gerkan, Marg und Partner, präsentierten eine Vision, wie […]
Wohnen: MIPIM 2026 – Viele Projektentwickler wollen, können aber nicht
Ein Kontinent der zwei Geschwindigkeiten Sven Seipp treibt der heterogene Markt für Projektentwicklungen in Europas um. Während die großen Ballungsräume und A-Städte wie Magnete wirken, gibt es wenig relevante Projektentwicklungen abseits der Ballungszentren. Nach einem Report von Konii. 12.03.2026
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