At Fidelity Multi Asset, we have been investing in alternatives for over a decade, and currently hold a wide range of alternative assets in our multi asset strategies. Our large Manager Research team includes dedicated alternatives analysts, focused on finding
Institutional investors seek to diversify their multi-asset portfolios by acquiring real assets such as farmland, timberland and commercial real estate. Farmland’s strong cash yield is a significant benefit that could provide stability in today’s environment of market volatility. Historical comparative
Op 8 oktober organiseert Alpha Research een Investment Meeting in Rosarium Amsterdam met het thema: Alternatives – Van het gebaande pad: de case voor alternatives in een negatieve renteomgeving. Waarom kunnen alternatives aantrekkelijk zijn in een omgeving van negatieve rentes? Loont het om van
De commissie Risico Management organiseert de bijeenkomst: Alternatieve beleggingen en excellent Risico Management Alternatieve beleggingen zijn in veel gevallen een goede aanvulling op een beleggingsportefeuille bestaande uit beursgenoteerde stukken gezien het verwachte rendement en de mogelijkheid om het aanwezige risico in
Timing CTAs is notoriously challenging. Monitoring their exposures provides a useful picture but has rarely been a reliable allocation method. They enjoyed an impressive rally this year, mainly supported by their long bond positions, which fueled high CTAs returns’ auto-correlations.
Survivorship bias, the predisposition to evaluate a data set by focusing on the “survivors” rather than also examining the record of non-survivors, is important to understand for hedge fund peer groups, which tend to have a relatively large number of
The findings from this year’s survey are based not only on what is current practice between hedge funds and investors, but also potential future developments and how these could be best implemented. Below are the six key takeaways that emerged
Summer is usually a quiet period for markets, but 2019 has been an exception; the federal reserve (fed) cut rates, trade tensions with china escalated, global manufacturing activity continued to deteriorate and the 2-year/10-year u.s. Treasury curve inverted. Against this
Liquid alternatives (typically regulated by the Investment Company Act of 1940) and hedge funds (often lightly regulated legal structures) are public and private vehicles that investors use to access a variety of alternative investment strategies. To compare and contrast them,
Real estate and farmland investments can be challenging to assess properly. But a focused effort combining a macro view of the world with localized assessment of individual assets and farms can help our clients create portfolios designed to meet their
Executive Summary The growing interest in private equity means that allocators must carefully evaluate its risk and return. The challenge is that modeling private equity is not straightforward due to a lack of good quality data and artificially smooth returns.
In this, Bain’s 10th-anniversary Global Private Equity Report, we look fearlessly at the industry’s strengths, its challenges and the evolutionary path that lies ahead. In addition to the critical statistics that characterize PE industry performance, you’ll find our assessment of
The scale of the European alternative assets industry itself is quite remarkable. Preqin Pro tracks over 6,300 alternative asset fund managers across Europe (and this figure covers only professional managers of thirdparty capital – i.e. it excludes the many investors
A more negative base view but still neutral on commodity prices We have downgraded our forecasts for global economic growth and we now expect a global monetary easing cycle to take shape, starting in US before too long. The changes
In de afgelopen maanden is de prijs van CO2-emissierechten volgens de EUregeling voor handel in emissierechten (EU ETS) sterk gestegen, van € 5 tot € 25, nadat deze sinds de financiële crisis van 2008 (waarschijnlijk te) laag was. Vanwaar deze
Webinar: Masterclass in Due Diligence and Selection Presented by Jon Stein and Terri Engelman Rhoads from Kettera Strategies, a globally recognized Liquid Alternative Manager marketplace. You know it’s true: we are living through one of the great Ages of Uncertainty.
Investors’ three main arguments for investing with CTAs are: Absolute Returns Since the turn of the millennium, CTAs (Société Générale CTA Index) have performed in line with global equities (MSCI World Total Return Gross) but at a significantly lower volatility.
The post-crisis economic expansion has been long but relatively anaemic. In this environment, few central banks have been able to normalise either interest rates or their balance sheets, and investors have, as a result, struggled to achieve the desired yield
Monthly Commodity Insights On 10 April the CRB set a top and the index started a modest decline. Since 22 April the decline has accelerated and the index has lost around 5%. The decline of oil prices since 25 April
The nominal value of announced share buybacks is running at USD9.8 trillion cumulatively globally over the last 20 years. Of this, the vast majority is attributable to US-domiciled companies, at over USD7 trillion. Almost 70% of buyback activity has come
KEY TAKEAWAYS Equity momentum is strong and volatility measures have been on the decline. However, valuations continue to look less attractive. We expect a modest rise in interest rates in the short term. Inflation-linked bonds appear to be an attractive
Trade talk optimism lifts prices, but price gains become smaller We think that in the months ahead, commodity prices will be influenced by the trade deal narrative. Positive news from the talks will lift commodity prices further (such as industrial
The low yield environment of the last couple of years has led to a search for yield which started in public markets but has extended to private markets as well. Many institutional investors have made allocations to a range of
The low yield environment of the last couple of years has led to a search for yield which started in public markets but has extended to private markets as well. Many institutional investors have made allocations to a range of
Conviction • Concentration • Consensus • Crowdedness The Novus 4C Indices track important hedge fund factors through public equities. The data underlying index creation is sourced from an aggregate hedge fund portfolio called the Novus Hedge Fund Universe (HFU). HFU is
The integration of #ESG criteria often has a greater impact for emerging countries. Find out why in an interview with our expert #Karine_Jesiolowski (via @allnews_ch).
Fresh #StarkieBlog! https://t.co/YZrzQpIlIQ
Low interest rates drive housing market -> https://t.co/XjhuRim2P7 #Interest #mortgages via @ABNAMROeconomen
