Alternative Investments
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Alternative Investment Topics
Private Markets
Anthropic’s IPO Won’t Dramatically Alter the Stock Market, but It Will Increase Concentration
Why Private Equity Might Be a Threat to Your 401(k)
Meb Faber: 2 Big Mistakes Investors Make With Their Portfolios
How Fidelity Built Its Anthropic Bet
What the Midterm Elections Mean for Investors
Why Seeking Anthropic Exposure Via a Fund or ETF Probably Isn’t Worth It
Jim Dahle: Is Avoiding Taxes Costing You Money?
He Tried Shorting Jim Cramer’s Stock Picks. It Cost Him More Than Money
Here’s What CoreWeave’s Credit Woes Tell Investors About the AI Trade
Semiliquid Funds
What To Know About the Hottest Corner of the Semiliquid Market
These 2 Semiliquid Funds Are the First to Earn a Gold Medalist Rating from Morningstar
Why Wellington and Capital Group’s New Private Market Funds Are Much More Expensive Than They Look
New Enhancements for Morningstar’s Semiliquid Fund Medalist Ratings Are Live
Debunking 8 Myths About Private Credit and Semiliquid Funds
Your Nontraded REIT Pays You Regularly, but Is Your Money Trapped?
The SEC Is Proposing Big Changes To Funds. Who Benefits?
ARK Venture Adds an Exit Door. Will Anyone Be on the Other Side?
Demystifying Semiliquid Fund Fees
Cryptocurrency
How to Use Bitcoin in Your Portfolio
What 7 Key Market Indicators Are Telling Investors Right Now
US ETFs Break Annual Inflows Record With 3 Months To Go
ARK Venture Adds an Exit Door. Will Anyone Be on the Other Side?
Stock Tokens Are Coming to the US. Are They Good for Investors?
Coinbase: Increasing Our Fair Value Estimate on Higher Cryptocurrency Prices
What Bond ETF Investors’ Shifting Tactics Tell Us About the Fed’s Plan for Inflation
Smart Investor: Warsh Talks Tough, Bitcoin’s Bounce, Top Managers’ Stock Picks
Why Bitcoin Surged to $80,000, and What May Come Next
More in Alternative Investments
New Enhancements for Morningstar’s Semiliquid Fund Medalist Ratings Are Live
Here’s what to know about the updated semiliquid fund rating methodology and its impact on our ratings.
Debunking 8 Myths About Private Credit and Semiliquid Funds
These risks in semiliquid private credit funds are rarely part of the conversation.
These ETFs Made a Bundle. For Their Managers
Investors have little to show for their forays into single-stock covered-call ETFs.
Your Nontraded REIT Pays You Regularly, but Is Your Money Trapped?
Nontraded REITs can look deceptively straightforward. Here are 4 things investors need to know.
The SEC Is Proposing Big Changes To Funds. Who Benefits?
The regulator proposes to loosen some of the rules around performance-based fees and interval-fund liquidity.
Demystifying Semiliquid Fund Fees
Morningstar’s new cost estimates standardize semiliquid fund fees, making apples-to-apples comparisons possible.
Is This ETF Still an Unstoppable Yield Machine?
ULTY attracted investors with eye-popping distributions, but its performance has been disappointing.
A Growing Risk in Private Credit and How to Assess It
What private credit fund investors should know about payment-in-kind.
Direct Real Estate Funds Are Making a Comeback
Improving performance and attractive tax benefits have the asset class on the upswing, but some funds are still challenged by liquidity issues.
Factor Investing Is Very Much Alive
The narrative says factor premiums have been arbitraged away. The performance of an AQR fund suggests a more nuanced reality.
Why Bitcoin Surged to $80,000, and What May Come Next
US debt worries, inflows into ETFs, and a weaker dollar have triggered bitcoin’s latest rebound.
A Novel Exit Strategy Emerges for Besieged Interval Funds
Going once, going twice, sold! The first interval fund auction is set to kick off on Aug. 28.
Private Markets Have a Diversification Problem. Can CFOs Help Investors Manage Risk?
Collateralized fund obligations may offer a more efficient way to reshape private market risk.
These 15 Funds Cost Investors Billions Over the Past Decade
The biggest wealth destroyers illustrate the dangers of volatile and speculative strategies.
Why Just 1 of 8 Recently Rated Semiliquid Funds Earned a Bronze Rating
Carlyle AlpInvest Private Markets earned a Bronze rating in Q2. High fees and unproven strategies held the others back.
How Active Is Your Target-Date Fund’s Stock Portfolio?
A fresh look at target-date funds that prefer actively managed funds as new competition from series with private markets are on the way.
How to Use Alternatives in Your Portfolio
What you need to know about the advantages and risks of alternative investments.
The Stablecoin Market Is Poised for Stratospheric Growth. Who Will Benefit, and Who Faces the Most Risk?
Stablecoins offer an intriguing alternative to cash, with high potential yields, payment programmability, and nearly instant settlement underpinning a variety of potential applications.
Think You Might Not Pay That Incentive Fee? You Will
Beneath the surface of the semiliquids market, fees are high, and most of the funds aren’t as compelling as investors expected.
Semiliquid Funds: The Redemptions Made Headlines. These Are the Numbers That Matter Now
As the semiliquid market approaches $600 billion in assets, understanding how funds handle liquidity, fees, and risk may be more important than ever.
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