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Eastspring InvestmentsAlternatives
Cryptocurrencies - A new asset class Or kryptonite | Eastspring Investments
Eastspring Investments examines the investment case for cryptocurrencies, covering their use cases, security vulnerabilities, regulatory landscape, and available investment vehicles such as direct ownership, ICOs, mining…
18 Jun 2026
Principal Asset ManagementAlternatives
Alternatives in defined contribution plans: Opportunities, risks, and best practices | Principal Asset Management
Principal Asset Management examines the growing case for incorporating private alternatives—including direct real estate, private equity, private credit, and infrastructure—into defined contribution plan lineups, noting…
15 Jun 2026
UBS Asset ManagementAlternatives
The Red Thread – Alts’ tenacity, tested once more | UBS Global
UBS Asset Management's semi-annual alternatives outlook assesses Q1 2026 commercial real estate conditions, noting improved debt availability, rising transaction volumes, and uneven sector performance amid elevated inter…
11 Jun 2026
Calamos InvestmentsAlternatives
The More Things Change … | Calamos Investments
Calamos portfolio manager Michael Grant reviews the Calamos Phineus Long/Short Fund's positioning after a volatile first half of 2025, arguing that the equity recovery reflects the gradual market recognition of Trump's r…
10 Jun 2026
Calamos InvestmentsAlternatives
CMNIX: Staying Steady Amid Volatility | Calamos Investments
Calamos provides a Q2 2025 update on its Market Neutral Income Fund (CMNIX), highlighting positive contributions from all four sleeves—hedged equity, convertible arbitrage, merger arbitrage, and SPAC arbitrage—amid eleva…
10 Jun 2026
Wellington ManagementAlternatives
Why the energy transition is an infrastructure investment case | Wellington Singapore Intermediary
Wellington's Sascha Hasterok argues that European power markets are shifting from energy scarcity to system constraints, as evidenced by rising negative electricity prices and escalating redispatch costs. He contends tha…
10 Jun 2026
AllianceBernsteinAlternatives
Aviation Leasing: Looking Beyond the Fuel Price Shock | AB
AllianceBernstein argues that while the Iran conflict and elevated jet fuel prices pressure airline profitability, aircraft lessors are structurally insulated due to long-term lease contracts, portable hard assets, and a…
9 Jun 2026
KKRAlternatives
Insights from KKR's Global Insurance Survey 2021| KKR
KKR surveyed more than 50 global insurance CIOs overseeing nearly $7 trillion in AUM to assess how the industry is adapting its investment strategies in a persistent low/negative real rate environment. The report identif…
26 Sep 2023
Magellan Financial GroupAlternatives
Pressure at the pump - Magellan Investment Partners
Magellan's infrastructure team examines the impact of elevated oil prices—driven by the Strait of Hormuz closure—on toll road traffic, citing concrete data from Vinci and Transurban showing volume declines of 5–6% in ear…
FidelityAlternatives
Wealth management trends for 2026: Six questions driven by a wave of change
Fidelity outlines six key trends set to reshape wealth management in 2026, covering AI adoption (with productivity gains of 25–40% projected), the decline of the 60/40 portfolio in favor of private markets and alternativ…
PGIMAlternatives
Insights from PGIM Multi-Asset Solutions Experts
PGIM's Multi-Asset Solutions and Strategic Capital Group publishes a range of thought leadership covering topics including multi-asset outlooks, insurance portfolio optimization, private credit, infrastructure, and alter…
J.P. Morgan Asset ManagementAlternatives
Guide to Alternatives | J.P. Morgan Asset Management
J.P. Morgan Asset Management's quarterly Guide to Alternatives (as of April 30, 2026) is an 81-slide data-driven reference covering private equity, private credit, real estate, infrastructure, hedge funds, and their role…
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