Other Alternative Investments - Articles & White Papers
Articles and research on other alternative asset classes (those outside of mainstream alternatives). Some alternatives within this section are insurance-related, so there are a number of white papers on catastrophe bonds, reports on reinsurance securities, and securities backed by life settlements (secondary market for life insurance policies). Is volatility an asset class? This is debatable, but we have included in this section papers on volatility as an asset class or "opportunity class", including the use of short volatility to...
enhance portfolio returns. Master Limited Partnerships are another, relatively new alternative asset, and our listing includes white papers on MLPs, which provide relatively high income with stable cash flows. Other exotic alternatives include institutional investment in wine and institutional investment in art, with one paper examining the characteristics of art funds and their typical investments, while another examines the history of bubbles in the art market. PwC author a report on alternative investment asset classes which considers oil and gas MLPs and insurance flavored products, among others.
Wellington Management's Futures Themes Hub looks at the structural trendlines that will shape markets, society and the economy over the next five to ten years. They identify four structural areas and ten key research themes from which to identify attractive investment opportunities.
When you hear the word 'cryptocurrency', do you immediately think 'bitcoin'? If so, you’re not alone. The cryptocurrency, or crypto, world has evolved dramatically since an anonymous author or authors, writing under the pseudonym Satoshi Nakamoto, published a brief white paper in 2008 detailing the…
Cryptocurrencies have attracted widespread interest among private investors and even some hedge funds as a vehicle for speculation. But what’s their role in a portfolio – growth engine or diversifier? State Street explores the potential role of bitcoin in multi-asset portfolios based on their track record for diversifying…
This report highlights growth and public initiatives related to digital assets, blockchain, or distributed ledger technologies (DLT) in the stablecoin sector. FTSE Russell's report is compiled from Digital Asset Research’s (DAR) data sources, public sources, media reports, and press releases, and, while wide-ranging, it does…
Cryptocurrencies were born in the depths of deep financial crisis. They quickly became emblematic of widespread fears of traditional banking institutions and Wall Street financial products, made worse by fears of rampant inflation spurred by central bank asset purchases. Many of these points were captured in Satoshi Nakamoto…
Cryptocurrencies were born in the depths of deep financial crisis. They quickly became emblematic of widespread fears of traditional banking institutions and Wall Street financial products, made worse by fears of rampant inflation spurred by central bank asset purchases. Many of these points were captured in Satoshi Nakamoto…
In this 20th annual State of the Wine Industry Report, Rob McMillan finds that 2021 will be a year of two phases for the wine industry – the continuation of a Covid-restricted mode during the first part of the year, followed by a gradual reopening of business to a post-Covid world.
Cryptocurrencies have increasingly attracted the attention of the investing public. This is in no small part due to Bitcoin returning 300% in 2020 and doubling in price again during the first few months of 2021. Bitcoin’s stunning performance and resiliency during the global pandemic has sparked new interest from…
Few issues divide well-respected investors as much as cryptocurrency. To hear many classic 'value' investors tell it, crypto is Bernie Madoff with the added dimension of wasting electricity and facilitating seedy criminal activities. Others, including many famed macro investors like Paul Tudor Jones, Stan…
WisdomTree Investments recently wrote a blog highlighting the main differences, in issuance mechanism, between Bitcoin and Ethereum. The key takeaways are that Ethereum’s mechanism is not predetermined, has been evolving through time, and will continue to do so in the future. The Ethereum community regularly implements…
The price of carbon allowances in the EU has soared to record highs this year and demand is poised to increase in the medium term. In NN IP's latest podcast, Koen Straetmans, Senior Strategist on the Multi Asset team, discusses whether the time is right for institutional investors to get involved in this emerging asset…
As DWS argued in Part I, money and payment systems are intrinsically linked. Thinking about one necessarily requires thinking about the other. And at least as far as payment systems are concerned, there has been plenty of change.
One of the well-known differences between bitcoin and ether is the fact that ether does not have an explicit cap on supply, while the number of bitcoins in circulation will never exceed 21 million. This supply limit supports bitcoin's investment case due to its perceived store of value. This is one of the few…
With fears of inflation front and center for many, Kraken Intelligence has compiled a report answering these questions and more. In the report, Kraken Intelligence breaks down what inflation is, how it's measured, why it exists, and how assets like bitcoin can potentially be used to protect one's wealth against…
The global pandemic continues to be a catastrophe for our civilisation. Compounding its effect: Few were insured against it. Sure, Hollywood has churned out plenty of movies about contagious disease outbreaks over the years, but that is where the topic seemed to belong — in the realm of entertainment, not in our…
Cryptocurrency is at the center of today’s discussion and how these digital assets are changing the fabric of investing. To discuss these implications is Brian Jacobsen, Senior Investment Strategist with Wells Fargo's Multi-Asset Solutions Team.
Celia Dallas, Chief Investment Strategist at Cambridge Associates, is the latest industry expert to join World Gold Council for their Strategic Edge Video series. In a dynamic discussion with World Gold Council’s Head of Americas, Joe Cavatoni, she shares incisive and timely perspectives on key trends shaping allocation…
In Part 1 of this research, the team at ARK Invest described how they believe Bitcoin, a novel economic institution, satisfies the four assurances that maximize the probability of a robust and predictable financial system. In Part 2, they explore bitcoin as an emerging asset. While many investors question its merit, andy why…
This paper lays out the case for Bitcoin. In Part 1, the team at ARK Invest and Coinmetrics describe how the Information Age gave rise to Bitcoin: a novel economic institution designed to challenge legacy financial systems. They explain how legacy financial institutions, which have evolved through a trust-based model, appear…
In Part 1 of this research, the team at ARK Invest described how they believe Bitcoin, a novel economic institution, satisfies the four assurances that maximize the probability of a robust and predictable financial system. In Part 2, they explore bitcoin as an emerging asset. While many investors question its merit, andy why…
