Liquid Alternatives / Trends
KI treibt IT-Transformation an, doch Projekte scheitern oft
KI ist der Hauptgrund für IT-Umbauten, doch viele Projekte überschreiten Budget und Zeitplan. Datenqualität und Governance sind oft unterschätzt. Nach einem Report von heise. 13.08.2026
Where the World Is Burning in 2026
Africa accounts for 55% of all land area burned globally in 2026 as of August 1st, more than all other regions combined. The Democratic Republic of Congo has recorded 13.6 million hectares burned, the most of any country in the world. The top three countries, DR Congo, Australia, and Angola, account for nearly 30% of […]
Hedge funds shift from AI infrastructure to monetisation plays, says Hazeltree
Global hedge funds increasingly rotated within the artificial intelligence trade during July, reducing exposure to some of the sector’s most crowded names while favouring companies showing clearer evidence that heavy AI investment is translating into revenue and earnings growth. To a report by hedgeweek. 13.08.2026
Segantii veteran’s Viridian gains 2.65% in July as assets reach $680m
Viridian Asset Management, the Hong Kong hedge fund firm founded by former Segantii Capital Management portfolio manager Pascal Guttieres, grew assets to $680m after attracting a new investor and generating strong returns during July’s market turmoil, according to a report by Bloomberg. 12.08.2026
Hedge funds turn to yen options ahead of key US inflation data
Hedge funds and other currency investors are increasing their use of options to navigate heightened uncertainty around the yen ahead of key US inflation data, with traders split over whether the dollar is poised for further gains against the Japanese currency, according to a report by Bloomberg. 12.08.2026
Halbjahresbilanz: Fondsbranche verwaltet 5.200 Milliarden Euro
Zur Jahresmitte verwalteten die Fondsgesellschaften für Anleger in Deutschland knapp 5.200 Milliarden Euro. Das sind 348 Milliarden Euro bzw. 7 Prozent mehr als zu Jahresanfang (31. Dezember 2025: 4.852 Milliarden Euro). Zu diesem Anstieg haben Netto-Zuflüsse in Publikumsfonds- und Spezialfonds von rund 80 Milliarden Euro beigetragen. Vom verwalteten Gesamtvermögen entfallen 2.409 Milliarden Euro auf offene […]
HQ Trust: Frage nach der KI-Blase lässt keine pauschale Antwort zu!
Wachsen die großen Hyperscaler in die Bewertungen hinein und wie lange dauert das? Anleger sollten Gewinnentwicklung in den Fokus nehmen. Auf Basis der erwarteten Gewinne wachsen die meisten Unternehmen noch in die Bewertungen hinein. Aber: Auf Basis der realisierten Gewinne gilt das oft kaum mehr. Nach einem Report von institutional-money. 10.08.2026
Ranked: The World’s Biggest Mineral Fuel Producers
China produces more than twice as much mineral fuel by weight as the United States, the world’s second-largest producer. Coal is the dominant fuel produced by three of the world’s top five producers by volume. To a report by visualcapitalist. 10.08.2026
AI hedge fund VARA loses 44% in July as crowded tech bets unwind
Value Aligned Research Advisors, a hedge fund built around the artificial intelligence investment theme, suffered a 44% loss in July as a sharp selloff in AI-related stocks hit crowded positions across the sector, according to a report by Bloomberg. 11.08.2026
Künstliche Intelligenz gibt dem Arbeitsmarkt neue Impulse
Analyse definiert vier Entwicklungsmöglichkeiten für weltweite Arbeitsmärkte und Branchen. Die Studie „Where AI is changing jobs and what it means for real estate” zeigt vielmehr, dass KI tiefgreifende Unterschiede zwischen Märkten, Branchen und Anlageklassen schafft und diejenigen mit Anpassungsfähigkeit von denen ohne trennt. Nach einem Report von Konii. 11.08.2026
Revamping legacy data centers could help meet AI’s energy, load growth: Pado
Pado AI CEO Wannie Park discusses how the data center conversation has evolved and how older systems could help ease the load growth projections. To a report by esgdive. 10.08.2026
Ranked: The Countries With the Most Freshwater
Brazil has the world’s largest share of renewable internal freshwater resources, accounting for 13.2% of the global total. The top five countries account for 43.2% of the world’s renewable internal freshwater resources. Latin America and the Caribbean hold nearly one-third of global renewable internal freshwater resources, the largest share of any region. To a report […]
When leverage becomes systemic
The evolution of hedge fund financing since the global financial crisis has shifted risk away from banks’ balance sheets but concentrated it within highly leveraged investment vehicles. To a report by hedgeweek. 10.101.2026
Hedge funds cut yen shorts following of US-Japan intervention
Hedge funds significantly reduced their bearish exposure to the yen following coordinated efforts by US and Japanese officials to stabilise the currency, reversing a large build-up in short positions earlier this summer, according to a report by Bloomberg. 10.10.2026
Billionen an institutionellem Kapital werden in Bitcoin fließen, sagt Matt Hougan von Bitwise
Bitcoin wird in den nächsten zehn Jahren Billionen von Dollar von institutionellen Investoren anziehen, da Finanzberater, Family Offices, Pensionspläne und Staatsfonds beginnen, es als eine etablierte Finanzanlage zu betrachten, sagte Bitwise Chief Investment Officer Matt Hougan gegenüber CoinDesk.
Partner
