Private credit managers with exposure to software companies recently faced investor withdrawals as concerns mounted over how artificial intelligence could disrupt parts of the...
By Alexandra Voss, CFA at SEB: Private markets are no longer in retreat, but the rebound is selective and unevenly distributed. Returns were positive...
After years of explosive growth and strong returns, private credit is facing its first meaningful stress test, particularly within direct lending, which has become...
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...
Every day, households borrow money to buy homes, finance cars, pay for education, or fund everyday consumption. These mortgages, auto loans, consumer loans, and...
Private markets have expanded far beyond traditional private equity, private credit, and infrastructure investing. Among the more specialized corners of the alternatives universe sits...
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 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...
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...
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...
Chinese futures in general add substantial diversification benefits to global futures - and the Chinese commodity futures that dominate certain Aspect Capital strategies also...
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 Alexander Mende and Per Ivarsson at RPM Risk & Portfolio Management AB: For many investors, manager selection ultimately comes down to intuition, whether...
Despite all asset classes taking a beating following the market correction in May, Norwegian investors, like their Swedish neighbours, have kept their faith in...
The Swedish banking corporation SEB has been granted permission to conduct asset management business in Norway. There, it will soon launch a new Nordic...
While not agreeing with the ECB’s recent comparison between hedge funds and bird flu, Norwegian hedge fund manager Peter Warren concedes that hedge funds...
Transparency in European hedge fund managers' operations has emerged as a new and universal concern for institutional investors, according to a new ...
According to an industry insider, hedge fund performance is likely to deteriorate over the coming months June 16 (Financial Times): Hedge fund performance...
