Liquid Alternatives / Trends
Hedge funds and private equity firms pour more money into Lloyd’s ILS vehicle
International hedge funds and private equity firms are increasingly investing in Lloyd’s of London’s tax-exempt investment vehicle, as the 300-year-old UK institution expands its efforts to attract global investors, according to a report by the Financial Times.
Hedge funds see minor decline in January, says SS&C GlobeOp
Global hedge funds saw a slight dip in performance in the last month of 2024 according to SS&C GlobeOp, with the firm’s Hedge Fund Performance Index, an asset-weighted, independent monthly measure of fund performance indicating a 0.10% decline in December.
Chinese hedge funds embrace Bridgewater-style strategies as Trump 2.0 looms
Chinese hedge fund managers are rapidly introducing products modelled after Bridgewater Associates’ renowned “All Weather” strategy to meet surging investor demand for tools to navigate potential volatility anticipated under Donald Trump’s second US presidency, according to a report by Reuters.
Verteidigungs-ETF: Rüstungsindustrie als gutes Investment?
Angesichts der globalen Unsicherheit konnten sich viele Rüstungskonzerne über enorme Kurssprünge freuen. Mittlerweile gibt es mehrere in der EU handelbare Rüstungs-ETFs. Wir erklären die Vor- und Nachteile von Rüstungsinvestments.
How Much of the World’s Plastic Waste Actually Gets Recycled?
The graphic above, by Rosey Eason, using OECD data (via Our World in Data), paints a clear picture of the situation. Here’s a global overview of how plastic waste is disposed of:
Das sind die zehn best-performenden Macro-Hedgefonds im UCITS-Format
KLS Arete Macro Fund war 2024 der Bestperformer unter den Makro-UCITS-Fonds Auch in der gesamten Liquid Alternatives-Fondswelt im UCITS-Format erregte der KLS Arete Macro Fund mit einer Rendite von 19,3 Prozent im Jahresverlauf Aufmerksamkeit. Die Performance des Fonds schneidet auch im Vergleich zu traditionellen Anlageklassen wie globalen Anleihen (+4,7 Prozent) und globalen Aktien (+19,2 Prozent) […]
“Künstliche Intelligenz ist längst kein Hype mehr”
Im Interview erklärt Technologieexperte Daniel Lereya, wie Unternehmen erfolgreich Künstliche Intelligenz in bestehende Arbeitsabläufe implementieren und welche Hürden es dabei zu überwinden gilt.
LGT Capital Partners mit neuartigem Hedgefonds-Portfolio
Der Schweizer Vermögensverwalter LGT Capital Partners hat ein neuartiges Hedgefonds-Portfolios lanciert, welches diskretionäre und systematische Strategien kombiniert. Das Vehikel biete direkten Zugang zu den einzelnen Bausteinen der Hedgefonds-Strategien des LGT Endowments, sagt Roger Hilty, Partner bei LGT Capital Partners.
Visualizing the Global Population in 2035, by Generation
Gen Beta to Reach 16% of the Population by 2035 Generation Beta will be born from 2025 to 2039. They will be the children of younger Gen Ys (Millennials) and older Gen Zs, and many will live to see the 22nd century.
Brazil’s hedge fund exodus hits $57.3bn amid rising rates
Investors pulled out of Brazilian hedge funds at an unprecedented rate in 2024, as rising interest rates and turmoil in local markets led to a second consecutive year of underperformance for the struggling sector, according to a report by the Financial Post.
Chepstow Lane returns 13.24% in 2024
European opportunistic credit manager Chepstow Lane Capital achieved net returns of 13.24% in 2024, according to a report by Bloomberg News citing an investor letter.
Point72’s new AI fund delivers 14% gains
Steven Cohen’s Point72 Asset Management has achieved a 14% gain with its newly launched artificial intelligence (AI)-focused fund, reaching nearly $1.5bn in assets within just three months, according to a report by Reuters citing sources familiar with the matter.
Ranked: The World’s 50 Most Profitable Companies in 2024
From Big Tech to energy giants, a select group of corporate titans continues to dominate the financial landscape, generating profits that dwarf the GDPs of some nations.
Warum hat KI so einen großen Durst?
Im ersten Teil einer neuen Serie über KI und Wasser erklären wir, warum diese Systeme bald jährlich etwa fünfmal so viel Wasser wie Dänemark verbrauchen könnten.
York’s Asia spinoff raising funds
York Capital Management’s Asia hedge fund spinoff, MY.Alpha Management HK Advisors, is raising funds for a new venture aimed at capitalising on South Korea’s corporate value-boosting measures, according to a report by Bloomberg.
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