While increased liquidity and transparency are among the primary benefits driving interest in liquid alternatives, the shift of
investor assets into liquid alts may leave opportunities «further down the liquidity spectrum» for entities like BDCs.
Not exact matches
«For most of the last 80 years, venture as an
asset class has been really difficult for the average
investor to get in, unless you are a high net worth individual, unless you get the deal flow, you are part of an angel group or you invest
into VCs, you just didn't have access
into this
asset class,» Wang says.
Private firms like Amur have proliferated in the past few years, which is hardly a surprise, given that Canada's stubbornly low interest rates have pushed
investors into alternative
asset classes, and residential real estate has generated stunning returns for
investors and homeowners alike.
Boris Schlossberg of BK
Asset Management says Microsoft has a strong long - term forecast that
investors can buy
into.
We note that some
investors have called
into question Valeant's ability to execute on its commitment to sell
assets and subsequently we believe this will mitigate this concern.
BMO Financial Group says it has entered
into a definitive agreement to buy the fixed income broker - dealer, which specializes in the institutional
investor market for U.S. mortgage - backed and
asset - backed securities.
He says the actions of central banks «attempting to spark economic growth» are «severely punishing the world's savers and creating incentives to reach for yield, pushing
investors into less liquid
asset classes and increased levels of risk, with potentially dangerous financial and economic consequences.»
Older
investors may want to move that money
into assets that are even less risky, like cash or annuities.
The new service, Coinbase Custody, will offer a raft of extra security measures and hand - holding in order to persuade big
investors to put their money
into assets like bitcoin.
When it comes to diversifying with alternative
asset classes, Bennyhoff also thinks
investors should be wary of buying
into the latest alternative mutual funds or ETFs tracking different
assets.
CASPERSEN obtained recent quarterly and annual reports for the Legitimate Funds, and sent such reports to prospective
investors to induce them
into believing that their investments would be secured by the
assets of the Legitimate Funds, when in fact they were not.
«Following the U.K. election, the relative risk
investors saw in European bonds came back and as the situation in Greece develops, risks will hopefully unwind and as we move
into a certain environment, we can expect bond markets to continue to normalize,» Thomas Buckingham, portfolio manager of the European Equity Group at JP Morgan
Asset Management, told CNBC on Monday.
A probe
into several of China's largest overseas
asset buyers is a healthy sign that regulators are getting on top of things, an
investor said.
Despite lackluster returns,
investors continue to put money
into hedge funds, saying they are performing relatively better than many other
asset classes including stocks.
Chanchal Samadder, head of equities at Lyxor ETF, explains why
investors are moving
into ETFs from other
asset classes.
While geopolitical uncertainty was a major focal point earlier this year — with several North Korean missile launches initially sending
investor scurrying
into safe - have
assets — risk appetite has since improved, with markets looking instead to stronger economic growth globally.
Hot money has also been pouring
into Denmark as the Danish krona offers
investors the chance to park
assets in a European country without the risk of Denmark having to bailout the likes of Spain or Greece.
Yet
investors should be wary in
asset classes where low volatility has encouraged many to herd
into similar trades, we believe.
James's pitch is, ultimately, aimed at big institutional money managers like Fidelity and T. Rowe Price, which could gather the
assets of mom - and - pop
investors into a pool big enough to buy in to private equity.
Treasury prices cut earlier losses on Monday, pushing yields slightly lower, after stocks fell sharply, pushing
investors into haven
assets like government bonds.
Veteran U.S.
investor Jim Rogers is looking at possible investments
into Russian oil firm Bashneft and diamond miner Alrosa as he aims to add more Russian
assets to his portfolio, he told Reuters.
A failed business may simply cease operations; with the owners and
investors absorbing the losses (if any); a troubled business on the brink of going under may seek to merge with another company that has the resources to keep it afloat and out of bankruptcy; or a dying business may be bought up by another, stronger company, seeking to breathe new life
into it or simply to acquire its
assets.
For companies involved in capital intensive activities, such as the auto companies and railroads, you are going to see much lower price to cash flow multiples because
investors know that much of the money is going to have to be poured back
into equipment, facilities, materials, and fixed
assets or else the firm will be hurt.
For most
investors rolling a 401 (k)
into an IRA, Whitney suggested sticking with the basic brokers and basic
assets — stocks and bonds.
For a certain minority of
investors, there are different types of exotic
asset classes that can fit
into an
asset allocation portfolio model, including things like private equity and managed futures.
Mining stocks are an extremely volatile
asset class where the odds of any
investor getting
into a story, experiencing impressive gains, only to then take a round trip back to break - even... and finally
into NEGATIVE territory are actually quite high (sadly)... In fact, that dreaded rollercoaster ride where you see all your once «hefty» profits in any single position later eviscerated
into NOTHING is something that I've experienced more often than I'd like to admit...
With dollar weakness complicating the investment case for U.S. fixed income
assets, flows to U.S. Bond Funds were close to neutral going
into March as
investors pulled back from all the major groups except Emerging Markets Hard Currency Bond Funds...
More specifically,
investors are putting their money to work in markets outside the U.S. Of the $ 97.2 billion of net new
assets raised in the first quarter, over $ 70 billion went
into equity funds with international exposure.
While the real deal may lead to LP defaults (and another outcome we discussed here), deteriorating perceptions alone can spur
investors to preemptively batten down the hatches and shift funds
into less risky
assets.
I suspect that many
investors sold their risky
assets especially in the financial sector and mitigated
into these companies.
Multi-
asset portfolios can help
investors address complex risk management and investment challenges by combining three critical disciplines of investment management
into a single portfolio: strategic
asset allocation, tactical
asset allocation and manager & strategy research.
And every single year gullible
investors fall
into the trap of assuming they'll be able to pick and choose the best performing
asset classes.
That style, along with
investors outflows and a weak performance by the flagship Pimco Total Return Fund, which Gross had built
into the world's largest bond fund by
assets, were also the subjects of much negative press in 2014.
This could spur some stock
investors to trim their exposure and rotate
into other
asset classes, including not just bonds but also precious metals, which I believe might help gold revisit resistance from its 2016 high of $ 1,374 an ounce.
Going
into the holidays, the gold market may be caught in a holding pattern until the first of the year when
investors may look to move
assets around.
Of note, it is not only institutional
investors shifting
assets to hedge strategies; individual
investors are also moving
into the space.
In short, the practice is nothing more than moving an
investor's money
into different
asset classes such as stocks, bonds, mutual funds, real estate, gold, other commodities, international firms, fine art, etc..
As global
investors continue to reprice expectations for structural reforms in the US and Europe, capital will continue to migrate
into growth
assets and safe - haven investments as an alternative to markets perceived as riskier.
Gold is one such
asset investors move
into.
Roper and other consumer advocates argue that conflicted advice is deeply engrained in the brokerage business model, echoing the concerns outlined in a recent leaked White House policy memo in which officials concluded that «the current regulatory environment creates perverse incentives that ultimately cost
investors billions of dollars a year» in the form of unnecessary rollovers of 401 (k) plans
into costly IRAs, and «excessive churning (repeated buying and selling) of retirement
assets.»
While
investors luxuriated in the polemics of many well - known bears, money poured
into commodity products (not least, resource - tracking ETFs) and other inflation - fighting
assets.
Ideally,
investors want to take three factors
into account in portfolio construction: the expected return for each
asset, the expected risk (normally expressed as the standard deviations of return) and the co-movement of each
asset.
«In fact, one of the FAQs goes so far as to state that
investors should not «believe» an advisor who tells them that commission - based advice isn't permitted, or that they have to enter
into an
asset - based fee arrangement.
Second, it makes Japanese
assets cheaper for foreign
investors, attracting capital inflows
into Japan.
With fears fading over U.S. military intervention in Syria,
investors who had sought shelter in Treasurys switched back
into risky
assets.
Basically, what is happening is Bitcoin Suisse, a leading digital
asset management company, will be able to help
investors buy
into the Jibrel token sale through the use of the US dollar, British pound, Euro, and many other standard fiat currencies.
Retail
investors turned net redeemers from Emerging Markets Bond Funds going
into the final week of April, and Frontier Markets Bond Funds posted their first outflow since mid-December as fears of a more rapid pace for U.S. interest rate hikes cooled appetites for this
asset class.
There is no clear - cut evidence that the growth in the crypto - currency market has led to stagnation in the prices of precious metals, but looking at the investments pouring
into cryptos, especially the heavyweights, one can assume that digital currencies have billed themselves as a safe haven for
investors to park their funds, thereby replacing gold, which for decades has been the go - to
asset class.
The endgame was to force
investors into riskier
assets, [e.g. junk bonds, equities, real estate], create a wealth effect, and stimulate the economy.
The launch of bitcoin futures trading will provide an opportunity to the institutional
investors to diversify their investments
into a new
asset class.