Liquid Alternatives / Trends

Firms ape MicroStrategy’s BTC binge-buys, ask Trump to do same
On November 11, MicroStrategy announced that it had purchased an additional 27,200 BTC tokens between October 31 and November 10. The bill for this mega-purchase was just over US$2 billion, with an average price paid per token of $74,463. Just one week later, Michael Saylor’s company announced that it had purchased a further 51,780 BTC […]

Bridgewater teams with State Street to provide ETF access to strategy
Bridgewater Associates, one of the world’s largest hedge funds, is teaming up with State Street Global Advisors (SSGA) to bring its investment strategies to retail investors, marking a significant shift in its approach to the market, according to a report by the Financial Times.

Trump’s tariff policies a cause of concern for Citadel founder Griffin
Billionaire hedge fund manager Ken Griffin has voiced apprehensions about Donald Trump’s approach to tariffs, labelling them a “slippery slope” with potentially harmful long-term consequences for US businesses, according to a report by Bloomberg.

Optiml gewinnt die PropTech Innovation Challenge 2024
KI-gestützte Lösung zur Emissionsreduzierung in Investitions- und Renovierungsplanung gewinnt den Wettbewerb. Die Schweizer Firma Optiml, die eine KI-gestützte Lösung zur Dekarbonisierung des bestehenden Gebäudebestands anbietet, wurde vom Urban Land Institute (ULI) zum Gesamtsieger der zweiten, jährlich stattfindenden PropTech Innovation Challenge (PIC) gekürt. Der Gewinner wurde beim C Change Summit in Barcelona nach einer Abstimmung durch […]

Vanguard Gives Investors Option to Avoid Voting for ESG Issues
Investment manager Vanguard announced today the expansion of its Investor Choice proxy voting program enabling investors to vote for policies aligned with their preferences, significantly expanding the number of investors covered by the program, and adding a new option to follow a policy that will not be “influenced by political or social agendas.”

Activist hedge fund ValueAct adds $121m to Meta bet
Activist hedge fund ValueAct Holdings has significantly increased its stake in Meta Platforms, acquiring 211,500 additional shares, worth $121.07m, during the third quarter of 2024, according to the firm’s latest 13F filing.

Hedge funds up bitcoin ETF holdings amid election-driven arbitrage opportunities
Major hedge funds, including Millennium Management, Capula Management, and Tudor Investment, significantly boosted their exposure to US spot bitcoin exchange traded funds (ETFs) in the third quarter, according to a report by Reuters citing securities filings.

The Exploration Company: Investoren stecken 150 Millionen Euro in Raumfahrt-Startup
Das deutsch-französische Startup The Exploration Company will mit dem Funding sein Raumfahrzeug weiterentwickeln, das 2028 zur ISS fliegen soll. Welche Investoren sind dabei?

Diese 10 ETFs hatten im dritten Quartal die meisten Zu- und Abflüsse
Die Nachfrage nach passiven Fondsprodukten reißt nicht ab – aber nicht jedes kann davon profitieren. Wir zeigen, welche ETFs im dritten Quartal die meisten Zu- und Abflüsse hatten.

Das Potenzial aktiver ETFs in Deutschland gegenüber rein passiven Strategien
Der Markt für aktive ETFs wächst stetig und so wird diese neue Kategorie für immer mehr Anlegerinnen und Anleger interessant. Wie eine aktuelle repräsentative Umfrage von J.P. Morgan Asset Management unter 2000 Frauen und Männern in Deutschland zeigt, weiß inzwischen mehr als die Hälfte der Befragten, dass sich aktives Management und der ETF-Mantel nicht ausschließen. […]

Hedge funds bring more bond market benefits than risks, says Italy’s debt chief
Hedge funds are playing an increasingly influential role in Europe’s bond markets, particularly in Italy, where they are seen as providing liquidity and enhancing market efficiency, according to a report by Reuters citing Italy’s debt chief, Davide Iacovoni.

Strategy in Focus: Tech
In our latest guide for LPs, we examine the opportunity for investing in technology-focused private equity and venture capital funds and how it compares to public markets.

Ranked: Top Countries by GDP per Hour
Ranked: Top Countries by GDP per Hour This was originally posted on our Voronoi app. Download the app for free on iOS or Android and discover incredible data-driven charts from a variety of trusted sources. This chart ranks countries by GDP per hour worked, or their labor productivity. Data is sourced from the International Labour […]

Hedge funds lobby Trump team for SEC rollbacks and tax reforms
The Managed Funds Association (MFA), a leading US lobbying group for hedge funds and private credit firms, has urged President-elect Donald Trump’s transition team to revisit what it calls “harmful” regulations imposed on private funds and to preserve “pro-growth tax policies”, according to a report by Reuters.

Brazil’s Verde made bitcoin play ahead of US election
Verde Asset Management, the Brazilian hedge fund managed by Luis Stuhlberger, made a strategic bet on bitcoin prior to the 5 November US election, capitalising on the cryptocurrency’s rally sparked by President-elect Donald Trump’s return to office, according to a report by Bloomberg.