Wednesday, August 18th, 2021 A biweekly topical newsletter from CIO Alternatives A newsletter for institutional investors, focusing on  current developments in alternatives. SPONSORED AD In-Focus The Ultimate Diversifier: What Real Assets Are Gaining in Allocator Portfolios Infrastructure such as bridges and tunnels, plus farmland and other natural resources, is winning new favor. Alternatives What’s Going to Happen to the Gold Price? The yellow metal, after soaring in 2020, had a rough first half this year as recovery took hold. But now… Alternatives Woodman, Don’t Spare That Tree: Lumber Price Spiral Is Now Over The tab for this construction-centric wood, which figures in many asset allocators’ alt strategies, has dropped back as production finally expands. Alternatives Why Private Equity Is Building an Arsenal of Giant New Funds The buyout firms are increasingly popular among institutional investors—Carlyle just raised $27 billion. In-Focus Commodities Rise: New Supercycle or Just a Temporary Blip? Many institutions, wary of the asset class’s notorious volatility, keep their exposure low despite raw material price climbs. Asset Allocation Some Institutions Call Crypto Rat Poison, but Others Are Buying the Currency Bitcoin bolster: Asset allocators seem to be fueling digital money’s recovery from its recent crash. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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