Private credit managers with exposure to software companies recently faced investor withdrawals as concerns mounted over how artificial intelligence could disrupt parts of the...
Private markets have expanded far beyond traditional private equity, private credit, and infrastructure investing. Among the more specialized corners of the alternatives universe sits...
By Alexandra Voss, CFA at SEB: Private markets are no longer in retreat, but the rebound is selective and unevenly distributed. Returns were positive...
While parts of the private equity industry have faced a challenging dealmaking environment in recent years, Nordic mid-market buyout manager Summa Equity has navigated...
After years of explosive growth and strong returns, private credit is facing its first meaningful stress test, particularly within direct lending, which has become...
As businesses stay private for longer, an increasing share of value creation now happens away from public exchanges, forcing investors to rethink where they...
Infrastructure has traditionally been viewed as one of the more defensive corners of private markets, characterized by essential services, stable cash flows, and hard-asset...
By Alexander Mende and Per Ivarsson at RPM Risk & Portfolio Management AB: For many investors, manager selection ultimately comes down to intuition, whether...
By Liam Hynes, PhD – S&P Global Market Intelligence: Systematic investing has always been a story of expanding information sets. Prices, then fundamentals, then...
By Thomas Babbedge at GreshamQuant: I first went to the Exeter Racecourse when I was thirteen years old with the girl next-door. I don't remember where...
By Andrew Beer, Co-Founder of DBi: After a decade of studying CTAs, we have drawn three conclusions about the nature of their alpha generation. At the...
By Scott Schefrin, Portfolio Manager at AB Hedge Fund Solutions: After a series of slower years for deal activity, merger arbitrage has re-emerged as a compelling strategy...
Per Josefsson, the manager of the successful Brummer equity fund Zenit, recommends investing in medical-, telecom- and energy business sectors in order to shelter...
ICECAPITAL Fund Management Company is launching a new non-UCITS mutual fund, ICECAPITAL Alternative Beta, which offers hedge-fund-like return in liquid and risk-transparent form. The...
Last year’s implosion of US energy fund Amaranth spurred the demand among hedge fund investors for managed accounts. March 14 (Reuters): Among industry insiders,...
Despite Danish pension funds having a reputation for being very selective and cumbersome, foreign asset managers are piling up to enter the Danish market....
