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Liquid Alternatives

Liquid Alternative investments have emerged over the past decade as one of the fastest-growing areas within asset management. As pensions, endowments, foundations and other institutional investors have long benefited from Alternative Investments within their portfolios, Liquid Alternatives enable investors to have access to alternative investment strategies in fund structures that provide daily liquidity, full transparency, low investment minimums and other key attributes for investors. DailyAlts is your source for the most up-to-the-minute news, commentary and analysis on the global market for Liquid Alternatives.

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Liquid Alternatives: “Create Interesting Revenue Streams Without Locking Up Money For Ten Years”

February 25, 2021

Though many liquid alternative strategies have disappointed in recent times, investors can nevertheless create “interesting revenue streams” by combining various strategies. This they can achieve without locking their money up for up to 10 years, says Patrick Ghali, co-founder at hedge fund advisory Sussex Partners.

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More Stories on Liquid Alternatives

Liquid Alternatives: The Wilshire Liquid Alternative Index Returns 0.01% in January

February 19, 2021

The Wilshire Liquid Alternative Index Returns 0.01% in January. This figure outperformed the -0.16% return from the HFRX Global Hedge Fund Index in the month of January. The Wilshire index provides a representative baseline for the performance of the broader liquid alternatives space.

Liquid Alternatives: Hercules Investments Launches A Liquid Alternatives Mutual Fund

February 2, 2021

Hercules Investments, a Registered Investment Adviser and asset manager, is harnessing the potential of a liquid alternative strategy to shield investors from the vagaries of a highly volatile stock market triggered by the pandemic. Furthermore, down the line, massive stimulus measures and deficit financing bring up the specter of rising inflation.

Liquid Alternatives/Private Equity: A Mackenzie Mutual Fund Offers Private Equity Exposure To Retail Investors

January 26, 2021

The Mackenzie Private Equity Replication Fund is a new mutual fund from Mackenzie Investments launched earlier this month. Mackenzie is active in liquid alternatives, and this is its sixth fund in that space. The fund manager expects liquid alternatives to grow to $100 billion in assets under management in Canada within the next few years.

Liquid Alternatives: The Wilshire Liquid Alternative Index Gains 1.68% in December

January 13, 2021

The Wilshire Liquid Alternative Index was up 1.68% in December. The Wilshire index provides a representative baseline for the performance of the broader liquid alts space. This figure underperformed the 2.45% return from the HFRX Global Hedge Fund Index in the month of December.

Liquid Alternatives/Hedge Funds: New OYSTER Stable Return SICAV Fund Replicates Hedge Fund Returns

December 18, 2020

The OYSTER Stable Return SICAV fund will provide investors with an all-weather strategy focused on delivering stable hedge fund returns to institutional and retail investors with competitive fees, daily liquidity, and transparency.
The fund aims to use liquid exchange trade products to replicate the portfolios of leading hedge funds. At an annual management fee of only 0.8%, the fund will use a proprietary replication process.

Liquid Alternatives: The Wilshire Liquid Alternative Index Gains 3.19% in November

December 16, 2020

The index provides a representative baseline for the performance of the broader liquid alternatives space. This figure outperformed the 2.82% return from the HFRX Global Hedge Fund Index in the month of November.

Liquid Alternatives: Franklin Templeton Launches Long/Short Emerging Markets Debt Fund

December 8, 2020

The Franklin K2 Emso Emerging Markets Ucits fund is launched as a part of FT subsidiary K2’s Luxembourg-based alternative funds’ range. The fund will seek long and short exposures, including through the use of derivatives, to debt securities of sovereign and corporate obligors and currencies in emerging markets.

Liquid Alternatives: Cerulli Research Expects Higher Demand For Liquid Alternatives In Europe

December 7, 2020

The need for diversification and the promise of uncorrelated returns will boost demand in Europe for liquid alternatives over the medium term, says new research presented in the latest issue of The Cerulli Edge – Global Edition.

Liquid Alternatives: Changebridge Capital Launches Long/Short Equity ETF

November 20, 2020

The Changebridge Capital Long/Short Equity ETF seeks long-term capital appreciation while minimizing volatility. The fund also aims to generate positive alpha via both the long and short portfolios throughout an entire investment cycle. The ETF has the potential to enhance an investor’s return profile while reducing risk.

Liquid Alternatives: Leatherback Asset Management Launches Its First ETF

November 19, 2020

Leatherback Asset Management is led by Michael Winter (pictured above), founder and 20 year veteran of the mutual fund an alternative asset management industry. The firm announced Tuesday the launch of its first exchange-traded fund: The Leatherback Long/Short Alternative Yield ETF (NYSEARCA: LBAY).

Liquid Alternatives: The Wilshire Liquid Alternative Index Declines 0.51% in October

November 13, 2020

The Wilshire Liquid Alternative Index was down 0.51% in October. The index provides a representative baseline for the performance of the broader liquid alts space. This figure fell short of the -0.22% return from the HFRX Global Hedge Fund Index in the month of October.

Liquid Alternatives: Fidelity Canada Launches Three New Liquid Alt Mutual Funds

October 22, 2020

Fidelity Investments Canada, one of the country’s largest investment managers, announced on Tuesday the launch of its maiden offerings within a liquid alternatives suite for Canadian investors.

Liquid Alternatives: Watch Out For These “Potholes” (Goldman Sachs)

October 21, 2020

Theodore Enders, Global Head of Goldman Sachs Asset Management (GSAM) Strategic Advisory Solutions, says that investors are sometimes disillusioned with their investments in alternatives. However, on closer analysis, it turns out that poor implementation choices within portfolios are more often the problem rather than flawed strategies.

Liquid Alternatives: Because Bonds No Longer Diversify Or Pay A Yield

October 19, 2020

Matthew Yeates, Head of Alternatives and Quantitative Strategy at 7IM, recalls how he watched government bonds falling in value alongside equities during the March sell-off. This was not the way a traditionally balanced portfolio was meant to work.

Liquid Alternatives: The Wilshire Liquid Alternative Index Declines 0.73% in September

October 15, 2020

The Wilshire Liquid Alternative Index was down 0.73% in September. The index provides a representative baseline for the performance of the broader liquid alts space. This figure fell short of the -0.17% return from the HFRX Global Hedge Fund Index in the month of September.

Liquid Alternatives: Investors May Cold-Shoulder Bonds In “Great Rebalancing” (HSBC)

October 15, 2020

HSBC Global Asset Management’s latest quarterly outlook report suggests that investors should brace for a prolonged phase of low output ahead amidst a continuing COVID situation, high unemployment, and elevated savings. HSBC Chief Global Strategist Joe Little says that low bond yields may be around for a while given current macroeconomic trends, and that core bonds as an asset class may be a spent force.

Liquid Alternatives: Retail Investors Can Use Alternative ETFs To Their Advantage

September 24, 2020

Krista Hicks, senior vice president of business development at Horizons ETFs, will speak at the WP Advisor Connect virtual event on Thursday, September 24, 2020. The virtual event is themed “The Rise of Alternative Investments” and aims to deliver a comprehensive view of the world of alternative investments. Hicks will participate in the workshop “Why alternatives should have a place in your portfolio” led by Women in ETFs.

Liquid Alternatives: The Wilshire Liquid Index Returns 1.3% in August

September 15, 2020

The Wilshire Liquid Alternative Index returned 1.3% in August. The index provides a representative baseline for the performance of the broader liquid alts space. This figure fell short of the 1.54% return from the HFRX Global Hedge Fund Index in August.

Liquid Alternatives: “A Must-Have Component” To Weather Volatility

September 14, 2020

An article by Kathryn M. Fuller, Carol E. Derk, Ronald M. Kosonic, and Roma Lotay of Borden Ladner Gervais LLP titled “2020 Spotlight on alternative mutual funds – opportunities ahead” published in LEXOLOGY on September 10. Alternative mutual funds (informally referred to as “liquid alt funds”) may emerge “as a must-have component of a portfolio’s personal protective equipment,” says the article.

Liquid Alternatives: One Solution For Navigating The Challenges From Unprecedented Low Bond Yields

September 3, 2020

In a note titled “A Roadmap For Navigating Today’s Low Interest Rates,” GMO’s Matt Kadnar warns investors of three challenging fallouts from today’s unprecedented low bond yields. These are: replacing the income bonds used to provide; the loss of depression protection arising from bond yields having little or no room to fall; and protection against the twin risks of rising inflation and rising interest rates.

Liquid Alternatives: Soon, On A Blockchain With The Archax+ Algorand Tie-Up

August 31, 2020

Archax and blockchain provider Algorand will collaborate to create smart financial products that can trade on the newly FCA-regulated Archax digital exchange. These innovative new products include stablecoins and liquid alternatives. The latter are financial products, available in an ETF or mutual fund wrapper, that employ alternative investment strategies but can be bought or sold every day.

Liquid Alternatives: A Potential Golden Era Afoot For Liquid Alternatives

August 26, 2020

Davin Hood, managing director at Cor Capital, a Melbourne-based investment manager, feels that now is not a good time to ignore alternatives. “A fundamental economic standpoint is clearly one of a high degree of risk and traditional asset allocations have been heavily tied to equity market growth,” he observes. Hood advocates an absolute return mindset that focuses on the reduction of drawdowns to allow for the power of compounding of returns.

Liquid Alternatives: Churn Amongst Senior Portfolio Managers at AllianzGI Liquid Alt Funds

August 24, 2020

Portfolio managers at AllianzGI for three funds in the market neutral long/short category and one fund in the merger arbitrage strategy have been reassigned.

Liquid Alternatives/ESG: New Challenges for Pension Financing and Retirement Security

August 21, 2020

The webinar by the Bloomberg Women’s Buyside Network featured John Livanas, Chief Executive Officer, State Super; Geraldine Buckingham, Chair and Head of Asia Pacific, BlackRock; and Ludovic Subran, Chief Economist, Allianz. Bloomberg’s Executive Editor, Tracy Alloway, moderated the webinar.