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What About Alternatives?

  • ,  Senior Investment Writer |
  • 04 Sep 2023


Good hedging and attractive returns? Yes.

Recent data shows that alternative investments have slowed down. This doesn't mean that allocators aren't looking at this space, rather they are becoming more selective. This, and many other important insights, can be drawn from the below selection of institutional-grade research. Dive into analysis on real estate, hedge funds, private credit, and more.

In Private Credit Manager Selection (Adams Street)

Rising popularity in an asset class, such as private credit, often leads to product proliferation and expansion, making it challenging to distinguish between investment managers.

Adding Structure To Your Portfolio With Infrastructure (BlackRock)

For compliance reasons, this paper is only accessible in the United States and Canada

Infrastructure can deliver stable income and a return premium over fixed income and equities across different market cycles in the long-term.

Helping VC-Backed Firms Access Liquidity & Stay Private (Money Maze)

Since 2013, NASDAQ Private Market, or NPM for short, has worked with over 500 of the fastest growing VC-backed companies, providing c.$40 billion in secondary liquidity.

Institutional Crypto Outlook Survey (Binance)

This survey indicates that 63.5% of respondents are positive about the outlook for crypto over the next 12 months.

Why Japan Remains an Attractive Real Estate Investment Destination (CBRE)

The liquidity of Japanese real estate market is high relative to other major markets across Asia Pacific.

UK Mid-market PE Activity H1 2023 (KPMG)

H1 2023 deal volumes are down, but still on par with pre-Covid levels. However, political and economic instability has meant that transactions are taking longer to complete.

Stuck in Place: Private Equity Mid-year Report 2023 (Bain & Company)

First-half 2023 results picked up where 2022 left off as continued macro uncertainty kept a lid on investments, exits, and fund-raising.

The Driving Force for ESG in Real Estate and Infrastructure (Deloitte)

The Real Asset sector—infrastructure, real estate, and natural assets—is seeing a rapid acceleration in the application of emerging technology to bridge ambition and action.

Hedge Fund Performance Review – July 2023 (Aurum)

This snapshot provides allocators with the latest data on a range of hedge fund strategies and their recent performance.

Alternatives Commentary Q2 2023 (Wilshire)

Marketable alternatives generated positive returns across most strategies, led by equity hedge and macro managers.