Alternative Investments
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Alternative Investment Topics
Private Markets
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These 2 Semiliquid Funds Are the First to Earn a Gold Medalist Rating from Morningstar
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Why Bonds Stumbled and Stocks (Mostly) Stood Strong in Q3, and What Lies Ahead for Investors
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CoreWeave Debt Tumbles Anew as Korean Neocloud IPO Tanks
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Why Wellington and Capital Group’s New Private Market Funds Are Much More Expensive Than They Look
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New Enhancements for Morningstar’s Semiliquid Fund Medalist Ratings Are Live
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Debunking 8 Myths About Private Credit and Semiliquid Funds
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Private Credit: The Software Space Is Becoming a Tougher Sell for Lenders
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The Surprising Advantage of Private Investments: You Can’t Panic-Sell
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Your Nontraded REIT Pays You Regularly, but Is Your Money Trapped?
Semiliquid Funds
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These 2 Semiliquid Funds Are the First to Earn a Gold Medalist Rating from Morningstar
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Why Wellington and Capital Group’s New Private Market Funds Are Much More Expensive Than They Look
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New Enhancements for Morningstar’s Semiliquid Fund Medalist Ratings Are Live
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Debunking 8 Myths About Private Credit and Semiliquid Funds
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Your Nontraded REIT Pays You Regularly, but Is Your Money Trapped?
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The SEC Is Proposing Big Changes To Funds. Who Benefits?
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ARK Venture Adds an Exit Door. Will Anyone Be on the Other Side?
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Demystifying Semiliquid Fund Fees
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A Growing Risk in Private Credit and How to Assess It
Cryptocurrency
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US ETFs Break Annual Inflows Record With 3 Months To Go
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ARK Venture Adds an Exit Door. Will Anyone Be on the Other Side?
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Stock Tokens Are Coming to the US. Are They Good for Investors?
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Coinbase: Increasing Our Fair Value Estimate on Higher Cryptocurrency Prices
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What Bond ETF Investors’ Shifting Tactics Tell Us About the Fed’s Plan for Inflation
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Smart Investor: Warsh Talks Tough, Bitcoin’s Bounce, Top Managers’ Stock Picks
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Why Bitcoin Surged to $80,000, and What May Come Next
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These Dubious Investments Prey on Your Worst Instincts
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The Winning Formula for Fund Investors, and Why Others Left Money on the Table
More in Alternative Investments
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.
Private Equity May Not Diversify Your Portfolio Like You Think
Alternative investments can create ‘a false sense of diversification,’ according to Morningstar’s Don Phillips.
Know When to Fold ‘Em: Why the SEC Should Reject Prediction-Market ETFs
The proposed event-contract-linked ETFs would cross a new frontier in wagering.
Investors First: Markets Are Converging. What Comes Next?
Where do investment opportunities live today—public markets, private markets, or somewhere in between?