Alternative Investments
Private equity, hedge funds, and alternative assets
19 articles
BDCs Simplified: The Complete Guide to High-Yield Private Credit Investing
BDCs Simplified: The Complete Guide to High-Yield Private Credit Investing Published: June 05, 2026 · MarketsFN Editorial For many individual investors, the world of private equity and private credit has long been behind a velvet rope,...
Multi-Strategy Hedge Funds: A Simple Guide for the Rest of Us
Multi-Strategy Hedge Funds: A Simple Guide for the Rest of Us Published: June 05, 2026 · MarketsFN Editorial In the world of big-money investing, multi-strategy hedge funds have become the must-have vehicle. In recent years, they have...
Comprehensive Guide to Investing in Private Equity 2026
# Comprehensive Guide to Investing in Private Equity (2026 Edition) The private equity (PE) industry has grown into one of the most powerful asset classes in the world. Global assets under management (AUM) surpassed **$13 trillion** in 2025 and are projected to reach **$20 trillion by 2030**. Privat
Whiskey Cask Investments, Liquid Gold or a Risky Pour? Navigating Illiquidity, Opportunities, and Scams
Whiskey Cask Investments: Liquid Gold or a Risky Pour? Navigating Illiquidity, Opportunities, and Scams In an era where traditional stocks and bonds feel increasingly volatile, alternative assets like whiskey casks are bubbling up as a tantalizing hedge — promising double-digit returns from a tangib
BDCs: 8 Explosive Secrets to 10%+ Yields in the Liquid Alt Revolution
In an era where traditional stocks and bonds feel increasingly stale, investors are flocking to alternatives for higher yields and diversification. Enter Business Development Companies (BDCs)—publicly traded vehicles that lend to and invest in small- and mid-sized businesses, offering a taste of pri
Unlocking Alternative Investments: Liquid Alts for Everyday Investors in 2025
In a world where traditional stocks and bonds face increasing volatility—from geopolitical tensions to interest rate shifts—many investors are turning to alternative investments for diversification and potential upside. But for those with modest portfolios, say under $100,000, the high minimums and
Does Investing in Classic Cars Make Sense in 2025?
In an era of volatile stock markets, soaring inflation, and uncertain geopolitical landscapes, investors are increasingly turning to alternative assets for diversification and potential high returns. Classic cars, once seen primarily as hobbies for enthusiasts, have emerged as a legitimate alternati
Beyond the Balance Sheet: SIFMA’s Roundtable on Valuing the Private Markets
The question of how to value private markets has never been more urgent. On September 4, 2025, the Securities Industry and Financial Markets Association (SIFMA) will host its Private Markets Valuation Roundtable, a virtual event designed to bring clarity to one of the most complex areas of modern fi
Investing in Luxury Watches: A 2025 Guide to Risks, Opportunities, and Lessons Learned
The world of investing has broadened far beyond traditional equities, bonds, and real estate. Over the past two decades, alternative assets such as art, vintage cars, rare wines, and luxury watches have gained visibility as investors search for uncorrelated returns and tangible stores of value. Amon
Beyond the Ivory Tower: The Multi-Billion Dollar World of University Endowments
# Beyond the Ivory Tower: The Multi-Billion Dollar World of University Endowments When we think of the world’s most sophisticated and deep-pocketed investors, names like BlackRock, Berkshire Hathaway, and sovereign wealth funds come to mind. But a special class of institutional investors operates fr
Sovereign Wealth Funds: Stability Anchors or Hidden Risks?
Sovereign Wealth Funds (SWFs) are among the most powerful and least understood players in global finance. Managing trillions of dollars in assets, they have the ability to move markets, stabilize economies, and influence corporate governance worldwide. Yet, their role is often debated: are SWFs reli
Introduction to Risk Parity
Risk parity is a portfolio allocation approach that aims to distribute risk equally among different asset classes, rather than allocating based on expected returns. Born out of the recognition that traditional portfolios, often heavily weighted towards equities, could suffer significant drawdowns du
University Endowments: their role, size, and asset allocation in financial markets
University endowments represent the accumulated assets—often taking the form of donor gifts—controlled and managed by institutions of higher learning. These assets support the institution’s educational and research missions by generating stable income flows. Beyond simply being massive repositories
Gold in a financial portfolio: understanding the correlation benefits
Gold has been a valued commodity for centuries, serving as a symbol of wealth, a medium of exchange, and even as a global reserve currency. In modern finance, gold plays a unique role in portfolio construction, offering diversification benefits that arise from its unique correlation properties with
Shadow banking in 2023: crypto, investment banking, margin trading, and hedge funds
The Evolution of Shadow Banking in 2023: Crypto, Investment Banking, Margin Trading, and Hedge Funds Shadow banking, a vital yet relatively unregulated segment of the financial ecosystem, has undergone significant transformations in the 21st century. Now in 2023, driven by advancing technology and r
Montecarlo, Monaco: the opulent beacon of wealth management
Montecarlo, the affluent district of Monaco, has long been the emblem of affluence, luxury, and glamour. Aside from its iconic casino, vibrant nightlife, and Formula One Grand Prix, Montecarlo stands as a financial stronghold. Over the years, it has developed into an outstanding wealth management ce
Cultivating Returns: An Evaluation of Investing in Farmland (1)
In an ever-evolving economic landscape, portfolio diversification has become the bulwark against unpredictable market behavior. Beyond traditional asset classes such as equities and fixed income securities, investors increasingly seek unconventional investment options to maximize returns and mitigat
Family Office, the structure for the ultra rich
A family office is a private wealth management advisory firm that serves ultra-high-net-worth (UHNW) individuals or families. The role of a family office is to manage the financial and personal affairs of a family, with services often extending beyond traditional wealth management. Family offices ar
The rise of Proprietary Trading Firms and their differences compared to Hedge Funds
In the dynamic and fast-paced world of finance, two types of organizations have dominated the landscape in recent years: proprietary trading firms and hedge funds. Despite similarities, including a focus on generating high returns from financial market investments, the two are fundamentally differen