Liquid Alternatives / Trends
Bitcoin wird langsam erwachsen
Frühere Gewissheiten geraten ins Wanken – darunter auch die Annahme, dass Aktienmärkte grundsätzlich stabiler seien als Bitcoin. Schaut man sich jedoch die Entwicklung des Bitcoins in den vergangenen zehn Tagen an, zeigt sich, dass sich die Kryptowährung in Krisenphasen inzwischen deutlich stabiler als der S&P 500 entwickelt.
Hedge funds ramp up consumer discretionary stock selloff
Hedge funds are aggressively unwinding positions in consumer discretionary stocks, signalling rising concerns about a potential economic slowdown in 2025, according to a recent Goldman Sachs prime brokerage note seen by Reuters.
Elliott pushes BP for sharper spending cuts
Activist hedge fund Elliott Management is turning up the pressure on BP, calling for a dramatic tightening of capital discipline and a sharper focus on free cash flow generation, as it raises its stake in the UK energy giant to over 5%, according to a report by the Financial Times.
Bitcoin-ETFs: Institutionelle Anleger kehren zurück
Bitcoin-ETFs verzeichnen hohe Handelsvolumina durch institutionelle Investoren. Steigende Zinssenkungserwartungen und Kursstabilität beflügeln die Nachfrage.
Tokenization of Financial Markets
Tokenization – the process of digitally representing assets on a blockchain – is seen as the next financial revolution. The report Tokenization of Financial Markets: Mapping the Plausible Future Through Scenario Analysis, developed in collaboration with Deutsche Bank, explores its potential to transform financial markets. Using scenario analysis, it identifies the key drivers and suggests […]
Kein Geld, kein Problem – wie Daniel Stammler ohne VC zum Exit-Boss wurde
Daniel Stammler hat Kolibri Games mit Null Euro Wagniskapital aufgebaut – und für 120 Millionen an Ubisoft verkauft. Heute investiert er über sein Family Office BLN Capital in Start-ups und weiß genau, warum der größte Exit nicht immer der beste ist. In „How to Invest“ spricht er über profitable Gründung ohne Glamour, harte Learnings beim […]
Für das, was da noch kommt
Unternehmerfamilien kennen Finanzplanung aus dem eigenen Unternehmen. Doch auch Family Officer sollten eine Finanzplanung aufbauen, meint Henning Schröer von Fidubonum in Teil zwei seiner Artikelserie.
ÄVWL kann Krise
Die Ärzteversorgung Westfalen-Lippe konnte ihr Kapitalanlageergebnis 2023 deutlich steigern – auch dank einer weiterentwickelten Anlagestrategie.
Charted: Countries Accumulating the Most AI Patents
Artificial intelligence (AI) has the potential to reshape industries globally, but which nations are leading its innovation? One way to measure leadership is through patent filings, which legally protect novel ideas or inventions. In the case of AI, securing a patent typically involves demonstrating unique methodologies, machine learning algorithms, or applications capable of significantly advancing […]
JPMorgan expands activism defence team amid surge in hedge fund campaigns
As hedge fund activism surges across global markets, JPMorgan Chase is significantly expanding its shareholder engagement and activism defence capabilities, with the firm adding two MDs to its global shareholder engagement and M&A capital markets group, according to a report by Reuters.
Hedge funds slash ‘Magnificent Seven’ exposure to two-year low ahead of earnings season
Hedge funds pared back their exposure to the ‘Magnificent Seven’ tech megacaps to the lowest level in two years last week, signalling a sharp tactical retreat ahead of a high-stakes earnings season, according to a report by Reuters citing a client note from Morgan Stanley.
Franklin Templeton Launches Enhanced ESG, Reduced Carbon Footprint S&P 500 and World ETFs
Global investment manager Franklin Templeton announced the launch of the Franklin S&P 500 Screened UCITS ETF and the Franklin S&P World Screened UCITS ETF, two new exchange traded funds targeted at European investors, aimed at providing enhanced ESG and reduced carbon footprint features while closely tracking the performance of their U.S. and global equity benchmarks. […]
Trump Media urges SEC to probe hedge fund shorts
Trump Media & Technology Group (TMTG), the media company behind Truth Social and majority-owned by Donald Trump, has called on the US Securities and Exchange Commission (SEC) to investigate what it alleges may be “suspicious” short selling activity in its stock, according to reports.
Hedge funds cut dollar exposure as Trump-Powell tensions further undermine confidence in US assets
A growing number of hedge funds have trimmed their dollar positions this week, after National Economic Council Director Kevin Hassett said on Friday that Donald Trump is studying whether he’s able to fire Fed Chairman Jerome Powell, according to reports by Bloomberg.
„Big-Tech-Konzerne haben regelrecht Angst vor Stromengpässen“
Microsoft reaktiviert Atommeiler, Meta baut Gaskraftwerke: Ronny Gwerder erklärt, wie der KI-Boom den Strombedarf explodieren lässt und wer davon profitiert.
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