Liquid Alternatives / Trends
5 Ways the Fed’s Basel III Pivot Unlocks Institutional Bitcoin Custody
Fed proposal cuts bank capital by 4.8% and fixes custody risk rules, clearing a major regulatory hurdle for institutional Bitcoin adoption. To a report by bitcoinmagazine. 19.03.2026
Large investors are doubling down on crypto, but getting a lot pickier about risk
Most institutional investors plan to increase allocations even as concerns around regulation and risk management continue to grow. To a report by coindesk. 18.03.2026
Elliott takes position in Align Technology with eye on value creation
Elliott Investment Management has established a sizeable stake in Align Technology, the producer of Invisalign teeth-straightening products, according to a report by Bloomberg citing unnamed sources familiar with the matter. To a report by hedgeweek. 19.03.2026
NEW EXECUTIVE ORDERS AIM TO PROMOTE ACCESS TO MORTGAGE CREDIT AND EXPAND CONSTRUCTION OF AFFORDABLE HOMES
The first executive order, “Promoting Access to Mortgage Credit” (the “Mortgage EO”), directs federal financial regulators to ease regulatory burdens on mortgage-lending with a particular focus on expanding the role of community banks and smaller lenders in the mortgage market. To a report by mayerbrown. 17.03.2026
Hedge funds position for potential BOJ hawkish tilt amid Iran war inflation risks
Hedge funds including Fivestar Asset Management are adjusting positions ahead of the Bank of Japan’supcoming policy meeting, anticipating that Governor Kazuo Ueda could signal a hawkish stance amid inflationary pressures arising from the Iran conflict, according to a report by Bloomberg. 18.03.2026
Carmignac ELTIF Evergreen: Zugang zu Private Equity für alle Anleger
Der Carmignac ELTIF Evergreen bietet Anlegern Zugang zu einem diversifizierten Portfolio privater Unternehmen aus den weltweiten Industrieländern, wobei der Schwerpunkt zunächst auf Europa liegt. Er ist als semi-liquider, offener Evergreen-Fonds strukturiert und bietet mehr Flexibilität als herkömmliche Private Equity-Vehikel. Nach einem Report von DAS INVESTMENT. 17.03.2026
Beteiligungskapital wächst im Vorjahresvergleich um 4%
Während große Teile der deutschen Wirtschaft unter schwacher Konjunktur, geopolitischen Spannungen und Investitionszurückhaltung leiden, sendet der Beteiligungskapitalmarkt ein anderes Signal: Private Equity- und Venture Capital-Investoren investierten 2025 insgesamt 15,69 Mrd. EUR in deutsche Unternehmen – ein Plus von 4 % gegenüber dem Vorjahr. Nach einem Report von unternehmeredition. 17.03.2026
Bitcoin crasht Gold: Warum Krisen-Anleger jetzt umdenken
Während Gold abstürzt, klettert Bitcoin auf 74.416 Dollar. Institutionelle Anleger pumpen Milliarden in Krypto-ETFs – und zeigen damit, welche Asset-Klasse in Krisenzeiten wirklich funktioniert. Nach einem Report der Frankfurter Rundschau. 17.03.2026
Studie: Deutschland investiert zu wenig in KI-Kompetenz: Studie fordert industrielle Qualifzierungsoffensive
Deutschlands KI-Offensive droht an fehlender Qualifizierungsarchitektur zu scheitern. Zu diesem Ergebnis kommt die Studie „Corporate AILearning“, die die Amadeus Fire Group im Auftrag der Allianz der Chancen durchgeführt hat. Nach einem Report von deutscherpresseindex. 09.03.2026
The Smartest Artificial Intelligence (AI) Stock to Buy Before March Ends
The artificial intelligence (AI) sector of the market has hit a bit of an investing lull. Investors aren’t terribly excited about it, and some AI stocks are trading at recent low valuations. However, if you consider spending projections and what the actual AI hyperscalers are doing, it’s clear that there’s a mismatch between market sentiment […]
Hedge funds turn to exotic cross-asset options amid market turmoil
Hedge funds and institutional investors are increasingly deploying complex derivatives strategies to navigate extreme cross-asset volatility triggered by the conflict involving Iran, according to a report by Bloomberg citing several market participants including Citigroup. To a report by hedgeweek. 16.03.2026
Oaktree targets insurance assets after 777 Partners collapse
Oaktree Capital Management is preparing to acquire control of a US life insurer as part of a restructuring linked to the collapse of Miami-based investment firm 777 Partners, according to a report by the Financial Times. 16.03.2026
Goldpreis explodiert: Warum Angst jetzt 5400 Dollar kostet
Gold klettert auf 5400 Dollar – ein Plus von 22 Prozent seit Jahresstart. Der Grund: Militärische Eskalation im Nahen Osten treibt Anleger in sichere Häfen. Was die Krise für Märkte und Portfolios bedeutet. Nach einem Report von business-punk. März 2026.
Private markets: 2026, the year when governance becomes decisive
Growth is back, but it’s no longer enough. Valuation, systemic risk and operational discipline are profoundly redefining the allocation criteria of institutional investors. Carne Group’s “Change 2026” report, published on Tuesday, sheds light on a major turning point for the industry – and confirms Luxembourg’s structuring role. To a report by paperjam. 18.02.2026
Private equity: Emerging managers to watch in 2026
After a protracted period of slower fundraising and heightened selectivity across the broader private equity landscape, there remain solid opportunities for first-time managers, particularly those with deep sector specialization, differentiated strategies, and strong operational track records. To a report by withintelligence. 09.03.2026
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