Insights from Invesco, Nuveen, Goldman Sachs, and extra
An growing quantity of consideration has been paid to different asset lessons and methods this 12 months. That is comprehensible when contemplating that buyers are searching for secure sources of return amid volatility. These well timed insights from international asset managers and establishments into hedge funds, personal fairness, actual property, personal credit score, infrastructure, and stablecoins will assist allocators of their quest for higher alpha alternatives.
Monitoring the Actual Property Vitality Transition (Nuveen)
Actual property buyers needs to be conscious of the power transition at present underway.
The Strategic Danger of Skipping a Classic in PE (Commonfund Institute)
Non-public fairness stays a compelling long-term asset class. How ought to personal fairness commitments be sized?
Constructing Resilient Portfolios with Infrastructure (Neuberger Berman)
The infrastructure panorama is altering quickly. Pushed by a variety of megatrends, infrastructure funding continues to develop.
PE Funds: Discovering the Proper Steadiness Between Liquidity and Returns (Natixis IM)
For compliance causes, this paper is NOT accessible in the US and Canada
Why ought to buyers search for alternatives throughout personal fairness markets? Natixis IM provides its views on this matter.
CTA Hedge Fund Report (With Intelligence)
How have CTAs carried out in latest months and what has pushed their efficiency? Discover out on this report.
Prime of Thoughts: Stablecoin Summer season (Goldman Sachs)
The GENIUS Act has created the first-ever federal regulatory system for stablecoins.
The Subsequent Frontier in Non-public Credit score Secondaries (Antares)
Twenty years in the past, personal credit score—as soon as a distinct segment market of private loans to personal corporations—was comparatively small and loosely outlined. That is now not the case.
The GENIUS Act for Asset Managers: What to Know (Dechert)
The GENIUS Act is predicted to speed up the expansion of stablecoins and adoption of blockchain-based cost techniques within the U.S. and throughout borders.
Cross Border Acquisitions U.S. (Invesco)
Industrial warehouses and CBD workplaces collectively accounted for 40% of all CRE purchases by cross-border buyers over the previous decade.
Quarterly Alternate options Commentary Aug 2025 (Wilshire)
Non-public fairness corporations are prioritizing profitability and operational enhancements amid tempered progress and excessive rates of interest.
HFS Bulletin – July 25 (UBS AM)
There was higher dispersion inside and throughout asset lessons as a consequence of sector rotation throughout the fairness house and divergent financial coverage expectations amongst G7 nations.
The Huge PIK-ture (TCW)
Any personal credit score supervisor would agree: first lien senior secured lenders seldom favor PIK curiosity as their major type of curiosity cost.
Crypto, Tokenisation, and the Way forward for Funds (CEPR)
As we speak, a mixture of three new applied sciences is setting the stage for a brand new main spherical of monetary innovation.
