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...
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...
By Alexandra Voss, CFA at SEB: Private markets are no longer in retreat, but the rebound is selective and unevenly distributed. Returns were positive...
Private markets have expanded far beyond traditional private equity, private credit, and infrastructure investing. Among the more specialized corners of the alternatives universe sits...
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...
Private credit managers with exposure to software companies recently faced investor withdrawals as concerns mounted over how artificial intelligence could disrupt parts of the...
Chinese futures in general add substantial diversification benefits to global futures - and the Chinese commodity futures that dominate certain Aspect Capital strategies also...
By Fredrik Langenskiöld – Union Bancaire Privée: Multi-strategy funds are those that allocate to more than one alternative strategy or portfolio manager (PM) in...
By Bjarne Graven Larsen: For decades during the great moderation, the 60/40 portfolio was the institutional investor's Swiss army knife. Equities grew wealth; bonds...
At first glance, CTA investing can appear deceptively homogeneous. Many managers trade the same liquid futures markets and rely on systematic, trendfollowing models that...
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...
According to Sven-Olof Johansson, one of Sweden’s most prominent investors, companies risk digging their own grave by heading the call to pay out record...
According to industry observers, funds targeting absolute returns will become more popular in 2007. January 5 (Reuters): Funds going after positive gains in...
Eva Halvarsson, the CEO of Swedish government pension fund AP2, has urged exchange listed companies to divest themselves of excess assets in order to...
According to several industry insiders, investing in distressed companies will become a major focus of hedge funds in 2007. January 3 (Financial News): Investing...
