Liquid Alternatives / Trends
Trotz sinkender Energiepreise werden für 2025 höhere Heizkosten erwartet
Techem Atlas | Heizkostenprognose 2025: Trotz sinkender Energiepreise ist ein Kostenanstieg um 8,6 % zu erwarten. Nach einem Report von Konii. 16.01.2026
Breaking Down America’s $13 Trillion ETF Market
ETFs have become a cornerstone of U.S. investing, with the market totaling $13.4 trillion in assets. Equities dominate the ETF market, with roughly $10.5 trillion—nearly 80% of total ETF assets. Bond ETFs hold a distant but significant $2.2 trillion, while hundreds of billions more are allocated to commodities, currencies, real estate, and other specialized strategies. […]
Hedge funds see modest gains as capital flows dip
SS&C Technologies Holdings has reported a 0.98% gross return for the SS&C GlobeOp Hedge Fund Performance Index in December 2025, reflecting steady, if moderate, gains for hedge funds across its administration platform. To a report by hedgeweek. 15.01.2026
Ex-Coatue stock picker raises $2.5bn for NX1 Capital debut
Daniel Senft, former senior stock-picker at Coatue Management, has raised $2.5bn for the launch of his new firm NX1 Capital, marking one of the largest hedge fund debuts in recent years, according to a report by Bloomberg. 15.01.2026
Basis trade hits $1.5tn
The hedge fund basis trade has ballooned to around $1.5tn, a 75% increase since its 2019 peak, according to a report by Reuters citing Morgan Stanley strategists, raising concerns over potential market stress if position need to be unwound rapidly. To a report by hedgeweek. 14.01.2026
Odey AM to become dormant after January
Crispin Odey’s eponymous hedge fund firm, Odey Asset Management LLP, will cease trading and become dormant after January, following a series of regulatory and reputational setbacks, according to a report by the Financial Times. 14.01.2026
Housing in the EU: Who Owns, Who Rents, and at What Cost
Across the European Union, people face very different housing realities depending on where they live. Some benefit from high rates of home ownership, while others rely heavily on rental markets. In many countries, rising prices make both renting and buying increasingly difficult, while limited space leads to overcrowded homes. To a report by voronoiapp. 07.01.2026
Squarepoint backs Japan-focused hedge fund launch with $200m anchor investment
Squarepoint Capital has provided a $200m anchor investment to a newly launched hedge fund – Hong Kong-based Invictus Investment Partners – led by former senior portfolio managers from Point72 Asset Management and Citadel, according to a report by Bloomberg. 13.01.2026
Schonfeld seeds Indian hedge fund access platform Sarda Capital
Schonfeld Strategic Advisors has provided seed capital to a Sarda Capital, a London-based investment firm offering investors exposure to Indian equity markets through allocations to local hedge funds, according to a report by Bloomberg. 13.01.2026
Credit specialist Sona Asset Management adds $6.6bn
London-based credit specialist Sona Asset Management attracted approximately $6.6bn in additional assets in 2025, highlighting continued investor appetite for focused hedge fund strategies beyond the large multi-strategy platforms, according to a report by Bloomberg. 12.01.2026
So schätzen Immobilienprofis den deutschen Markt ein
Zinsstabilisierung, Refinanzierungsdruck, verzögerte Wirkung des Bauturbos – eine Umfrage der Berlin Hyp unter europäischen Investoren zeigt, was im Jahr 2026 für den deutschen Immobilienmarkt wichtig wird. Nach einem Report von Haufe. 12.01.2026
Visualized: Venezuela’s Crude Oil Exports by Country
Energy Information Administration. Where Were Venezuela’s Crude Oil Exports Going? In 2023, Venezuela exported 211.6 million barrels of crude oil, with more than 90% going to just China and the United States. To a report by visualcapitalist. 11.01.2026
Hedge funds ramp up bullish oil positions amid Venezuela and Iran unrest
Hedge funds have increased their bullish exposure to crude oil amid rising geopolitical risk that is feeding supply concerns, according to a report by Bloomberg citing market data from the Commodity Futures Trading Commission (CFTC). To a report by hedgeweek. 12.01.2026
Commodity hedge fund Conductor Capital to wind down operations
Conductor Capital, a London-based commodity-focused hedge fund founded in 2022 by former EDF Trading executive Marcello Romano, is set to close, following a difficult period for parts of the energy and commodities trading sector, according to a report by Bloomberg. 12.01.2026
Diese ETFs zogen 2025 die meisten Mittel an – und verloren sie
Energie- und US-Small-Cap-ETFs verzeichneten 2025 deutliche Abflüsse – profitieren konnten hingegen Verteidigungs-, Europa- sowie Rohstoff-ETCs. Nach einem Report von etfstream. 08.01.2026
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