Liquid Alternatives / Trends
Wie KI die Recherche bei Private-Markets-Anbietern verändert
Die Auswahl von Private-Markets-Anbietern wird zunehmend durch künstliche Intelligenz beeinflusst. Eine aktuelle Untersuchung zeigt, dass professionelle Vermögensverwalter und vermögende Privatkunden in Europa bei der Suche nach Fondsanbietern fast vollständig auf digitale Plattformen setzen. Gleichzeitig mangelt es vielen Anbietern an Profil. Nach einem Report von Cash. 15.06.2026
Rohstoffe vor neuem Superzyklus: Warum strukturelle Kräfte die Märkte neu ordnen
Geopolitische Spannungen, Energiewende und jahrelange Unterinvestitionen treiben die Rohstoffmärkte in eine Phase struktureller Knappheit. Während die Nachfrage robust bleibt und das Angebot kaum Schritt hält, stellt sich für Kerstin Hottner, Head of Commodities bei Vontobel, die Frage: Spiegelt ihre Allokation den Beginn eines langfristigen Rohstoffbooms bereits wider? Nach einem Report von fundresearch. 15.06.2026
Institutionelle Anleger und ihre aktuellen Strategien
Diversifikation und Rebalancing waren, sind und bleiben die Waffen, die Einrichtungen der betrieblichen Altersvorsorge gegen Volatilität und für langfristige Anlagen einsetzen – das bestätigen auch dieses Jahr wieder Gespräche von IPE D.A.CH mit institutionellen Marktteilnehmern. Nach einem Report von institutional-investment. 14.06.2026
The States Where Housing Prices Have Surged the Most (2021–2026)
Housing prices have risen sharply across much of America over the last five years. In Maine and Vermont, prices are up nearly 60% since 2021, highlighting how affordability challenges continue to shape the U.S. housing market. To a report by visualcapitalist. 15.06.2026
Ranked: The Countries With the Most Uranium
Australia holds 28% of the world’s identified uranium resources, more than double Kazakhstan’s total. Australia, Kazakhstan, and Canada account for 52% of global uranium resources. Identified uranium resources have increased by more than 25% over the last decade as exploration activity expanded worldwide. To a report by visualcapitalist. 14.06.2026
Hedge funds reposition as US-Iran peace deal revives pre-war trades
Global hedge funds are reviving investment strategies that were sidelined during the US-Iran conflict, as easing geopolitical tensions and falling oil prices reshape market expectations, according to a report by Bloomberg. 15.06.2026
ESG-Compliance: KI senkt CO2-Bilanz-Aufwand um 80 Prozent
Künstliche Intelligenz soll den Aufwand für die CO2-Erfassung um bis zu 80 Prozent senken und Unternehmen bei der neuen EU-Berichtspflicht unterstützen. Nach einem Report von ad-hoc-news. 14.06.2026
Mapped: How Japan Lost Its Economic Dominance in Asia
In 1995, Japan’s economy was larger than the rest of Asia, Africa, and Eastern Europe combined. By 2025, the combined economies of four Chinese provincial regions exceeded Japan’s entire GDP. The comparison highlights one of the biggest shifts in global economic power over the last 30 years. To a report by visualcapitalist. 12.06.2026
Peregrine Capital: Deep local insight fuels a 28-Year hunt for structural winners in South Africa
As the oldest hedge fund operating in Africa, Jacques Conradie, CEO of Peregrine Capital, has a strong understanding of where to find winners across the market. “We are fundamentally bottom-up stock pickers; we have been investing in South Africa for almost 28 years, so we know the companies very well and how they will perform […]
KKR launches $10bn AI infrastructure platform with backing from Nvidia and Vistra
KKR has unveiled a new AI-focused infrastructure company with more than $10bn in committed capital, marking a major push by alternative asset managers into the rapidly expanding market for artificial intelligence data and computing capacity, according to a report by Reuters. 12.06.2026
Elon Musk Reaches a Historic $1 Trillion Net Worth
Elon Musk’s forecasted net worth reaches over $1.1 trillion as SpaceX goes public, making him the world’s first trillionaire. At $1.1 trillion, Musk’s fortune is nearly four times that of the world’s second-richest person, Larry Page ($292.7 billion), and larger than the next three fortunes combined. To a report by visualcapitalist. 12.06.2026
Hedge funds extend gains as SS&C data shows strong performance and continued inflows
Hedge fund performance remained solid in May, while investor allocations continued to rise into June, according to the SS&C GlobeOp Hedge Fund Performance Index, which rose 1.77% in May 2026, and the firm’s Capital Movement Index, which increased 0.75% for June. To a report by hedgeweek. 12.06.2026
Hedge funds face potential $525m clawback after Cayman appraisal trade backfires
Oasis Management, Pentwater Capital Management, Alpine Global Management, Millennium Management, and Man Group, are facing the prospect of repaying over half a billion dollars after an appraisal arbitrage bet turned sharply against investors, according to a report by Bloomberg. 12.06.2026
China Added More Solar Than the Rest of the World Combined
China added 336 TWh of new solar generation in 2025, more than the rest of the world combined (300 TWh). China accounted for 53% of all global solar additions, helping solar meet 75% of worldwide electricity demand growth. Asia outside China, North America, and Europe each added around 80–90 TWh, highlighting the scale gap between […]
Man Group sees higher rates boosting private credit returns despite liquidity ‘growing pains’
Elevated interest rates are creating a more attractive backdrop for disciplined private credit investors, even as parts of the sector continue to work through liquidity pressures and structural adjustment, according to a report by CNBC citing a senior executive at Man Group. 12.06.2026
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