Liquid Alternatives / Trends
Advisors turn to derivative income ETFs as allocations grow across channels
Derivative income exchange-traded funds are gaining ground with financial advisors, as more firms look to expand their income-generating toolkit amid market volatility and evolving investor expectations. According to a new report from Cerulli Associates, 15.2% of advisors it surveyed incorporated derivative income strategies into client portfolios in 2024, with an additional 7% planning to do […]
IN INSTITUTIONELLEN PORTFOLIOS – 60-40-Portfolio hat ausgedient – Anleger entdecken Rohstoffe neu
Trotz steigender Edelmetallpreise halten sich viele Investoren zurück — ein Zeichen für die frühe Phase eines Rohstoffzyklus. Warum institutionelle Anleger jetzt umdenken müssen, erklärt Cornel Bruhin.
Das sind Deutschlands 15 größte Stiftungen privaten Rechts
Stiftungen verwalten mitunter Milliardensummen und sind weniger reguliert als Altersvorsorgeunternehmen oder Versicherer. Das macht sie zu begehrten Kunden für Vermögensverwalter und Privatbanken. Wir zeigen Ihnen die größten Stiftungen privaten Rechts in Deutschland – sortiert nach Eigenkapital.
JPMorgan Launches Blockchain Tokenization for Carbon Credits
JPMorgan announced that its blockchain business unit, Kinexys, is currently developing and testing a new blockchain application to tokenize global carbon credits, in a bid to resolve key standardization and transparency challenges holding back the voluntary carbon market (VCM). The company said that it is partnering with S&P Global Commodity Insights, EcoRegistry and the International […]
Dymon and Pinpoint lead Asia’s H1 multi-strat hedge fund rally
Two of Asia’s largest multi-strategy hedge funds – Singapore-based Dymon Asia Capital and Hong Kong’s Pinpoint Asset Management – delivered strong gains in June, capping off an impressive first half of 2025 as regional markets rebounded sharply from early-year trade war jitters, according to a report by Reuters.
Activist Starboard builds 9% stake in ‘undervalued’ Tripadvisor
Activist hedge fund Starboard Value has disclosed a 9% stake in online travel company Tripadvisor, asserting that the stock is significantly undervalued and presents a compelling investment opportunity, according to a report by Reuters.
Hedge funds navigate volatility to deliver solid H1 gains
Hedge funds posted encouraging results for the first half of 2025, overcoming market turbulence tied to US trade policy uncertainty and capitalising on surging equity markets, according to a report by Reuters citing new data from Goldman Sachs.
Ranked: Emerging Markets by FDI Confidence
Key Takeaways China, the UAE, and Saudi Arabia are the top three emerging markets by FDI confidence in 2025 Brazil overtook India to take the fourth spot, with both countries making the top five Domestic economic performance and efficiency of legal and regulatory processes were the top two priorities for FDI investors
Hedge funds accelerate US bank buying spree as stocks hit record highs
Hedge funds ramped up purchases of US bank stocks at the fastest pace in nearly a decade last week, betting the sector’s historic rally still has room to run, according to a report by Bloomberg citing prime brokerage data from Goldman Sachs.
Bridgewater’s Pure Alpha makes 17% H1 gain
Bridgewater Associates’ flagship Pure Alpha fund gained 17% in the first half of 2025, outperforming the broader hedge fund industry amid a volatile macro backdrop, according to a a report by Reuters citing an unnamed source familiar with the firm’s performance.
Hedge funds dump energy stocks amid oil price slump
Hedge funds offloaded energy stocks at the fastest pace since September 2024 – and the second quickest rate in the past decade – last week, as crude oil prices dropped sharply following easing geopolitical tensions in the Middle East, according to a report by Reuters.
Jana Partners wins board battle at Lamb Weston
Lamb Weston has reached a settlement with activist hedge fund Jana Partners, granting the investor significant influence over the frozen potato giant’s board and avoiding a potentially contentious proxy battle, according to a report by Reuters.
Hedge funds flock to private credit
TOP STORY: Hedge funds including Millennium Management, Point72 and Third Point, are ramping up their push into private credit, eager to capitalise on a booming market and diversify their businesses beyond liquid trading strategies, according to a report by the Financial Times.
Asset Manager zahlen immer mehr für Marktdaten – Branche fordert Regulierung
Börsen stehen wegen hoher Preise für Marktdaten in der Kritik. 2024 erreichten die Ausgaben für Finanzmarktdaten weltweit knapp 50 Milliarden US-Dollar. Asset Manager berichten von zunehmend komplexen, schwer nachvollziehbaren Strukturen – und fordern notfalls regulatorische Eingriffe.
Der Markt für Elektrofahrzeuge wächst weltweit, aber die Dynamik schwächt sich ab
Weltweit fast 56 Millionen Elektro-Pkw auf den Straßen: Der Markt für Elektrofahrzeuge wächst 2024 weiterhin, aber die Dynamik schwächt sich ab
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