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Alternative Investments

The global alternative investment space now sits at more than $9 trillion in global assets, and we’re just getting started. Roughly 40% of RIAs are using alternative investments. With the RIA space expanding and alternative investment demand rising among investors – a surge in data, news, and opinion will continue. This channel cuts through the noise to give you the most important actionable insight.

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Alternative Investments: TrueMark Investments Launches A Structured Outcome ETF That Tracks the S&P 500 Index

July 2, 2020

TrueMark Investments has launched the TrueShares Structured Outcome (July) ETF (NYSEAMERICAN: JULZ) that offers investors exposure to the S&P 500 price index. The ETF is a “structured outcome” product, the first of its kind from TrueMark’s structured outcome product suite. The ETF has an inbuilt downside buffer, with uncapped upside participation.

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More Stories on Alternative Investments

Hedge Funds Back on Top of Asset Class Demand

July 2, 2020

UNPRECEDENTED MARKETS SPARK HEDGE FUND APPEAL. Hedge funds are spiraling higher in demand amid the extent of today’s turbulence across U.S. and global markets.  According to Credit Suisse, net demand for Hedge Funds is at 32 percent — the highest it has been in five years.  Joseph Gasparro at Credit Suisse states that “given manager…

Private Equity: Apollo’s Tech Data Invests $750M to Fast-Track Digital Transformation

July 2, 2020

Private Equity: Apollo’s Tech Data Invests $750M to Fast-Track Digital Transformation PE giant Apollo Global Management has committed to funding a $750 million investment by Tech Data.  Tech Data is a global technology company operating in over 100 countries with more than 125,000 customers.  Apollo’s goal is to diversify its investments in the technology and…

Alternative Investments: Pacer’s New BioThreat ETF Launches With Ticker VIRS

July 1, 2020

Pacer ETFs announced the launch of a new ETF, that, in a sign of the times, invests in companies dealing with the fallout from natural or man-made biological threats. The Pacer BioThreat Strategy ETF (VIRS) will offer exposure to companies that will offer protection and relief in the event of a biothreat such as a pandemic.

Hedge Funds: Dalton Cautions on Korea’s $100 Billion Bio Stocks 

June 30, 2020

For those investors lucky enough to have invested in South Korea’s health care sector, now may be the time to assess the risks, says Dalton Investments, a $3 billion California-based hedge fund.  Retail investors who have invested in South Korea’s health care sector risk over-valuing the market.  The Covid-19 pandemic is one of the primary…

Alternative Investments: Cannabis ETFs Because States are COVID-strapped for Cash

June 25, 2020

According to a report from ArcView, a San Francisco-based cannabis investment and research firm, the cannabis market in the USA will grow to $33.9 billion by 2025 at a CAGR of 18.2%. During the pandemic, marijuana was decreed as essential, and business has been booming since then. Further, more states are expected to legalize cannabis as a source for additional revenues.

Alternative Investments: Investors Back up the Truck On The World’s Largest Gold ETF

June 23, 2020

According to the World Gold Council (WGC), it appears that investors really loaded up on gold ETF shares on Friday. Investors bought up 27.3 tonnes (974,000 ounces worth more than $1.7 billion at Monday’s prices) of gold via ETFs, the WGC said. The single biggest beneficiary of investors’ gold fixation was the SPDR Gold Shares (NYSEARCA: GLD) ETF, which received inflows of 23.1 tonnes or 742,492 ounces.

Alternative Investments: Investing in Water Resource Stocks Through an ETF

June 22, 2020

The Invesco Water Resources ETF (NYSE: PHO) holds a number of water resource companies in its portfolio. Drinking water is a precious resource and a need that can never go out of fashion. Clean and safe drinking water will always enjoy consumer demand, as well as their dollars. This ETF could deliver excellent returns in the long-term according to MENAFN.

Alternative Investments: A New ETF for Infectious Disease Companies is Called GERM

June 22, 2020

The ETFMG Treatments, Testing, and Advancements ETF (NYSEARCA: GERM) is a newly launched fund from the stable of ETF Managers Group or ETFMG. It offers investing exposure to companies engaged in the testing and treatment of contagious diseases.

Alternative Investments: A New WisdomTree Alternative ETF Will Invest in Bitcoin

June 18, 2020

A filing by WisdomTree for the proposed WisdomTree Enhanced Commodity Strategy Fund shows it intends to invest up to 5% of its net assets in bitcoin futures contracts. The balance of the funds would be invested in four commodity sectors, namely, energy, agriculture, industrial metals, and precious metals primarily through investments in futures contracts. The fund will not invest directly in bitcoin or in physical commodities.

Alternative Investments: Heart-Searching the End of a Negative Fee ETF

June 18, 2020

Salt Financial just sold its Salt Low TruBeta U.S. Market ETF (BATS: LSLT) to Pacer Advisors. The ETF was the first and only negative-fee ETF, which meant investors got paid to invest in it. At the time of its launch in March 2019, the idea of such a fund was a no-brainer given the relentless fall in fund management fees. Yet, it appears that investors did not find the fund appealing enough. At the time of its sale to Pacer, the Salt Low TruBeta U.S. Market ETF had a tiny $9 million in assets.

Alternative Investments: How ETFs Held Up in a Crisis

June 16, 2020

Reflections on COVID-19…on ETFs’ 20th birthday in Europe.
Funds Europe checked out ETFs and how they performed during the crisis triggered by a black swan event such as the COVID-19 pandemic.

Alternative Investments: Pacer Acquires Negative Fee ETF from Salt Financial

June 15, 2020

The Salt Low truBeta U.S. Market ETF (BATS: LSLT) and its sister fund, the Salt High truBeta U.S. Market ETF (BATS: SLT), are being acquired by Pacer ETFs. LSLT is a negative expense ratio ETF.

Alternative Investments: The Case for Emerging Market ETFs

June 12, 2020

Comparing stock returns from US stocks and those in emerging markets, it turns out that over the really long term, these are nearly the same. Andrew Hallam observes that between January 1988 and May 31, 2020, emerging markets saw an average return of 10.15% per year, while the S&P 500 averaged 10.69%. However, in between, during various periods, the performance varies. “Sometimes, U.S. stocks win. Other times, emerging markets take the prize. It depends on what period you’re measuring,” says Hallam. Emerging market ETFs are a great deal now.

Private Equity: Superior Plus Announces Investment Deal with Brookfield Asset Management

June 9, 2020

Superior Plus Corp.  (TSX: SPB, SUIIF OTC) announced that Brookfield Asset Management Inc., through its Special Investments program, agreed to make a US$260 million equity investment. The deal comes through the purchase of newly created perpetual exchangeable Series 1 Preferred Stock of a U.S. subsidiary of Superior on a private placement basis.

Alternative Investments: Hercules Capital Announces SBA Decision

June 8, 2020

Hercules Capital (HTCG) has announced that the U.S. Small Business Administration (“SBA”) has issued a “green light” or “go forth” letter inviting Hercules to finalize its application process to obtain a license to form and operate a third Small Business Investment Company (“SBIC”) subsidiary, following the Company’s recent presentation to the SBA committee. Upon approval, Hercules will obtain a third SBIC license held by subsidiaries of the Company and continue to access additional growth capital of $175.0 million of long-term debentures, bringing Hercules’ combined borrowing capacity through the SBIC program to a total of $285.3 million of capital.

Alternative Investments: NGL Energy Partners LP Enters New Loan Facility

June 8, 2020

NGL Energy Partners LP (NGL) announced that it has entered into a new $250 million term loan facility with certain funds and accounts managed by affiliates of Apollo Global Management (APO). The loan will be used to refinance its existing $250 million bridge term loan facility that was established in July 2019 to finance a portion of the acquisition of Mesquite Disposals Unlimited LLC.

Alternative Investments: Legg Mason’s First Semi-Transparent ETF

June 5, 2020

Legg Mason has launched The ClearBridge Focus Value ETF (CBOE: CFCV) on the Chicago Board Options Exchange (CBOE), a fund aiming for long-term capital appreciation. The ETF is of the semitransparent kind, a technology offered by Precidian’s ActiveShares format. The active fund managers, in this case, ClearBridge Investments, LLC, can, therefore, keep its strategy confidential in the interests of the fund and its investors.

Alternative Investments: An Interview with Cheryl Pate of Angel Oak Advisors.

June 4, 2020

Today’s discussion is with Cheryl Pate of Angel Oak Advisors.

We spoke with Cheryl back in September about the community bank debt opportunity. We follow up with a new interview, here.

The world and the banking industry have undergone significant change due to COVI-19 since than so we caught up with her to discuss changes and opportunities in community banks and community bank debt.

Alternative Investments: Global X Launches Active ETF Focused on EM Bonds

June 4, 2020

ETF-provider Global X announced Wednesday its launch of the Global X Emerging Markets Bond ETF (NYSEAMERICAN: EMBD). It is an actively managed ETF focused on emerging market debt, and does not track an index. Yields on emerging market debt are expected to be more lucrative than traditional bond yields.

Alternative Investments: Insurance Giant Allianz Launches Risk-Managed ETFs

June 3, 2020

Allianz Investment Management, a subsidiary of Allianz Life Insurance Company of North America, announced Monday the launch of its new ETF product line. The new ETFs address investors’ concerns regarding risk in the current environment from heightened volatility because of the virus outbreak. They, therefore, include features such as buffers, caps, and index-linked returns to inspire confidence in the investors regarding the safety of their capital. The ETFs protect investors from a loss shock (up to a known buffer value) on the one side, but also let them participate in the gains from a rally (up to a cap) on the other.

Alternative Investments: BlackRock Gets Lion’s Share Of Fed’s Corporate Bond ETF Buying

June 2, 2020

For the first time in history, the U.S. Fed is buying corporate bonds and corporate bond ETFs simultaneously as part of a massive stimulus package. The Federal Reserve Bank of New York announced that the Secondary Market Corporate Credit Facility (SMCCF) will commence purchases of ETF’s on May 12. Seven iShares ETFs from the BlackRock (NYSE: BLK) stable accounted for 48% of the purchases between May 12 and May 19, according to data released by the Fed.

DailyAlts Playbook: America on Fire, Goldman Shorts the Dollar, a $41 Trillion Hole, and the Death of Pensions.

June 1, 2020

Friday morning, I was out for dental surgery and now I have another surgery in two weeks. Three days ago, I would have told you that the biggest threat to the market rally was the renewed tensions between the United States and China.

DailyAlts Playbook: Hertz Goes Under, The Vaccine Gold Rush, and Just How Rich is Mark Zuckerberg

May 26, 2020

THE DAILYALTS PLAYBOOK May 26, 2020 DailyAlts Playbook: Hertz Goes Under, The Vaccine Gold Rush, and Just How Rich is Mark Zuckerberg PRIME OVERVIEW Good morning, I hope everyone had a wonderful Memorial Day weekend, despite the ongoing circumstances. While efforts to reopen parts of the U.S. continued over the weekend, I wasn’t surprised to…

Alternative Investments: Asset Managers Need To Up Their Game (BCG Report)

May 26, 2020

According to a new report from Boston Consulting Group, there is likely to be fierce competition for limited capital in 2020 after the coronavirus crisis. Asset managers will have to deal with these new market realities by taking recourse to technology and gaining an edge through expertise and scale.