Risk Factors Are Rising in Private Credit, Performance Harder to Predict
Private markets are more sensitive to interest rates, inflation and tariffs, while there are questions about how private credit will hold up in a significant correction.
Alternatives
How Asset Owners Are Thinking About Private Markets
Liquidity requirements reframe the need for diversification.
Achmea IM Launches Private Equity Fund Focused on Nutrition, Healthy Living
The $290 million Healthy People & Planet fund was developed for Dutch institutional investors, with the help of Neuberger Berman.
Measuring Hedge Fund Performance Has Its Limitations
Benchmarks are a key part of the discussion as investors look for ways to quantify the funds’ contributions of different exposures to generate returns.
Trump’s Crypto Working Group Lists Proposals for Broader Digital Finance Adoption
The recommendations in the 166-page report mostly called on agencies to provide clearer rules on trading the assets.
Macquarie Asset Management Closes Inaugural Infrastructure Secondaries Fund
Approximately $711 million in total commitments were made for MAPIF.
‘Crypto Week’ Bills Headed to Trump’s Desk
The three separate pieces of legislation, slowed down after failing to clear procedural votes earlier in the week, eventually passed the House.
BlackRock, Fidelity, Grayscale Dominate Crypto ETF Assets Amidst Institutional Interest
The firms’ offerings made up 85% of all crypto AUM, while separate research found 75% of investors expect cryptocurrency to soon become part of institutional allocations.
Tokenization Gets a Boost, but Questions Remain
Regulators are making it easier to tokenize assets, but market structure will have to evolve to support widespread adoption.
Opportunity Awaits Asset Owners in Tokenization
Blockchain-based investments could provide liquidity and operational efficiency for institutional investors.
How Digital Tokenization May Change Custodians’ Role
Traditional custody banks are getting competition from upstarts.
Congress Eyes Lucrative Tax Break for BDCs
A provision included in the House version of the Republican tax bill—but omitted from the Senate’s version—would benefit the private credit markets.
CPP Credit Investments Provides $300M for Värde Finance Platform
The partnership will focus on subscription line lending and other fund finance products.
Senate Passes Crypto Bill With Bipartisan Support
The GENIUS Act won the support of 18 Senate Democrats and sets new compliance standards for issuers of stablecoins.
Japan’s GPIF Urged to Boost Domestic PE, VC Investments.
Lawmakers are calling for financial reform to turn the country into an ‘asset management nation’ and attract more capital from home and abroad.