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...
Private credit managers with exposure to software companies recently faced investor withdrawals as concerns mounted over how artificial intelligence could disrupt parts of the...
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...
Private markets have expanded far beyond traditional private equity, private credit, and infrastructure investing. Among the more specialized corners of the alternatives universe sits...
Every day, households borrow money to buy homes, finance cars, pay for education, or fund everyday consumption. These mortgages, auto loans, consumer loans, and...
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...
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...
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 the American hedge fund Jana Partners, the Stockholm Stock Exchange ranks as one of Europe’s most overrated stock markets. Consequently, the fund...
Allocations to asset classes such as hedge funds by European institutions are profoundly mistaken, argues notable investment strategy researcher Guy Fraser-Sampson in a HedgeWeek...
The Norwegian managed futures fund Interkraft Energy Fund is the best performing fund in the Hedgenordic NHX hedge fund index in February The Norwegian...
The first Spanish onshore hedge fund may launch in the fourth quarter of 2006. March 30 (Opalesque): Opalesque editor Matthias Knab reports live from...
According to a new study from State Street, the confidence among institutional investors in alternative investments is on the rise. March 29 (BusinessWire): State...
The investment industry is about to see the rise of the “cult of the alternative”, according to Hermes’ chief investment officer March 28 (IPE.com):...
