Liquid Alternatives / Trends
How The Iran Conflict Is Changing The Calculus For Global UHNW Families
For ultra-high-net-worth family offices and global investors, the Iran conflict has created a structural reset in the macro environment. Its impact extends far beyond energy markets, reshaping liquidity, portfolio construction, and intergenerational capital strategy in ways that demand a more deliberate and globally integrated approach to compounding capital. To a report by fa-mag. 08.05.2026
Hedge fund performance gap widens further in April
Hedge fund returns showed a marked divergence in April, with performance differences between top and bottom managers widening again as market conditions continued to favour skilled stock selection and active positioning, according to a data from HFR. 08.05.2026
Institutionelle Anleger bauen ihre Krypto-Bestände aus – Bitcoin bleibt Favorit
Eine Umfrage unter 26 großen Investoren zeigt, dass sie ihre Krypto-Allokationen schrittweise erhöhen. Bitcoin ist die beliebteste Wahl, gefolgt von Ether und Solana, deren Marktstimmung sich ebenfalls verbessert. Die größten Hürden für eine breitere Akzeptanz bleiben interne Restriktionen und regulatorische Unsicherheiten. Nach einem Report von crypto-insiders. 08.05.2026
The $126T Global Economy in One Giant Chart
The global economy is projected to hit $126 trillion in 2026. Just four countries generate half of global GDP. The U.S. alone makes up over a quarter of global output. To a report by visualcapitalist. 06.05.2026
Saba Capital pauses UK investment trust activism
Saba Capital Management, the hedge fund led by Boaz Weinstein, has agreed to pause its activist campaign targeting several London-listed investment trusts following a settlement centred on Herald Investment Trust, according to a report by CNBC. 08.05.2026
Equities pull back and oil spikes as Iran tensions shake confidence in record rally
Global equities eased and oil prices climbed on the last trading day of the week as renewed clashes involving the US and Iran in the Middle East reignited concerns over energy supply disruptions, interrupting a record-setting run in global stock markets, according to a report by Bloomberg. 08.05.2026
Swiss biotech report: Robust performance in 2025
Switzerland’s biotech sector delivered a robust performance in 2025, underlining its resilience in a challenging global environment. According to the Swiss Biotech Report 2026, unveiled at the Swiss Biotech Day 2026 in Basel by the Swiss Biotech Association in collaboration with EY and six partner organizations, the industry combined record revenues with strong investment momentum. […]
Asset Management: Warum Deutschlands Banken vor steigenden Kreditverkäufen stehen
Deutschlands Banken stehen vor einer neuen Bewährungsprobe. Nach Jahren billigen Geldes und hoher Immobilienbewertungen – bis zur Zinswende 2022 – und einer Phase des Abwartens wächst nun der Druck in den Kreditbüchern. Nach einem Report von Konii. 08.05.2026
Logistik: Energiepreisschock trifft Industrie- und Logistikmärkte
Die Folgen des Iran-Kriegs zeichnen sich zunehmend auch auf dem deutschen Industrie- und Logistikmarkt ab: Gestiegene Öl- und Dieselpreise erhöhen den Kostendruck auf Logistiknutzer, verändern die Anforderungen an Logistikimmobilien und führen zu einer Neubewertung von Investmentansätzen. Dies geht aus dem aktuellen Market in Minutes: Industrieimmobilienmarkt von Savills hervor. Nach einem Report von Konii. 08.05.2026
Ranked: The Fastest-Growing Battery Materials Since 2020
Lithium production quadrupled between 2020 and 2025, far outpacing other battery materials in growth. The rapid rise of LFP batteries has shifted demand toward phosphorus and away from nickel-based chemistries. To a report by visualcapitalist. 06.05.2026
Negative interest rates may be closer than hedge funds think: Fasanara’s Francesco Filia
As central banks hold rates steady despite surging inflation, the CEO of the $6 billion hedge fund argues that a severe economic shock could force policymakers back below zero – and that hedge funds should be preparing now. To a report by hedgeweek. 06.05.2026
Modest $117.8m digital assets fund flows mask late-week sentiment reversal
Digital asset investment products saw $117.8m of inflows last week, the fifth consecutive positive week, although the weekly total masks four days of outflows reversed by a single strong session on Friday, according to data from CoinShares. 06.05.2026
Hedge fund majors rebound in April as equity rally lifts multi-strategy performance
Major hedge funds delivered a broad rebound in April as global equity markets recovered sharply, helping some of the industry’s largest managers recover earlier-year losses, according to recent performance estimates, according to a report by Business Insider. To a report by hedgeweek. 05.05.2026
Man Group files for Abu Dhabi licence
Man Group, one of the world’s largest listed alternative investment firms with approximately $228.7bn, is moving forward with plans to establish a presence in Abu Dhabi and has submitted an application for a license to operate in the emirate. To a report by hedgeweek. 06.05.2026
Regal Partners targets AUD2bn inflows as investors seek inflation hedges
Sydney-based hedge fund Regal Partners Ltd is on track to attract more than AUD2bn ($1.4bn) in net inflows this year, driven by growing demand for strategies designed to protect portfolios against inflation amid ongoing geopolitical tensions, according to a report by Bloomberg. 06.05.2026
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