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Investors Are Seeking Safety in Gold ETFs. Is It Working? “Despite cryptocurrencies like bitcoin being compared with gold as a diversifier, crypto will usually fall further than stocks when markets are taking a downturn, even though, like gold, the asset isn’t directly correlated with stocks and bonds.” (Morningstar)
Investors pile into ‘cheap’ emerging market stocks, BofA survey shows “A net 37 per cent of fund managers are overweight EM equities, the highest level since February 2023, according to the monthly poll by Bank of America.” (FT.com)
Record-setting market: Using ETFs to help avoid hefty tax bills “With a Section 351 exchange, investors may be able to reallocate some of that position without triggering capital gains taxes. They transfer those assets to a newly created ETF and receive shares of that fund in exchange.” (CNBC)
Real Estate ETF Growth Means Increased Retail Exposure to REITs “Although real estate ETFs represent a small subset of that universe, with 64 ETFs and $81 billion in AUM, the vehicle is continuing to attract steady inflows — and in turn is extending the REIT industry’s reach into the retail market.” (Nareit)
2025 US Liquid Alternative Investment Insights: The Old and New “Private market assets may dominate the headlines, but investors are turning their focus to contemporary liquid alternatives. Key strategies like derivative income, defined outcome, and digital assets are reshaping the landscape while traditional alternatives see limited momentum.” (Morningstar)
Alternative asset managers in three charts “With so many firms reporting earnings or sharing recent investor presentations, I thought it could be useful to highlight three charts from each of the many publicly traded firms’ recent presentations that provide an interesting perspective or unique insight on the present and future of private markets.” (Alt Goes Mainstream)
Private Equity’s Courtship of Retail Investors Irks Pensions, Endowments “Institutions such as pensions and endowments are increasingly concerned their negotiating power may be sapped as private equity funds allocate more money to doctors, lawyers and other everyday customers who pay full freight. Other big-money investors are asking how much of each private equity deal they’ll have to share with funds marketed to individuals, leaving less available for themselves.” (Bloomberg)
401(k) Private Market Push is Coming, Even if Adoption Starts Slow “According to the 2025 PLANSPONSOR Recordkeeping Survey, 3.9% of plan sponsors offered alternative investments in their retirement plan in 2024, up from 2.2% one year earlier.” (PlanSponsor)
JP Morgan Lays Groundwork for Alts in Model Portfolios “The investment manager also listed four new investment themes that didn’t appear in a previous version of its records filed with the SEC: tax-managed equity long-short, climate solutions, private credit, and multi-asset private markets. The documents don’t indicate that any of the strategies are available today.” (FundFire)
Gannon: ‘Credit Remains King,’ and BDCs Are Wearing the Crown “The Stanger NL BDC Total Return Index – which has been measuring the quarterly performance of non-listed BDCs since December 2015 – has now recorded positive total returns in 12 consecutive quarters, and all but one over the past five years.” (AltsWire)
Pro sports attract private credit attention as valuations soar “Opportunities for private credit investors are increasing in tandem with private equity’s interest in the space, market participants say. Others highlight the value of flexible and hybrid capital in the uniquely regulated world of sports investing.” (PitchBook)
