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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: Takeaways From The AMG Q2 Earnings Call

August 2, 2022

Affiliated Managers Group, Inc. (NYSE: AMG) is a leading partner to independent active investment management firms globally. AMG’s strategy is to generate long-term value by investing in a diverse array of high-quality independent partner-owned firms. The company’s Q2 Earnings Call on Monday, August 2, had some valuable takeaways for alternatives investing, particularly liquid alternatives.

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More Stories on Liquid Alternatives

Liquid Alternatives: The Black Swan ETF, Holding Up as It was Meant To

March 16, 2020

By every definition, the coronavirus pandemic is a ‘black swan’ event, one that is unpredictable or unforeseen but with extreme consequences.
The Amplify Black Swan Growth & Treasury Core ETF (NYSEARCA: SWAN) is designed for times like these. The coronavirus epidemic has sent global stock markets into a tailspin on fears of a massive recession.

Liquid Alternatives: Emerging Market Economies (And ETFs) To Benefit From The Oil Crash

March 13, 2020

One man’s meat is another man’s poison goes the saying. While oil-producing countries and US-listed oil companies have borne the brunt of the massive slide in crude oil prices recently, certain emerging market countries will, however, benefit.

Liquid Alternatives: What the Proposed New Regulations on Leveraged ETFs Mean for Investors

March 12, 2020

The SEC’s proposed regulations have triggered widespread opposition, particularly those relating to leveraged (geared) ETFs.
The public has until March 24, 2020, to submit its comments on the proposals.

Liquid Alternatives: The HDIV ETF – Artificial Intelligence Picks High Dividend Stocks With Upside

March 11, 2020

Qraft Technologies, a South Korean artificial intelligence firm, just launched its third ETF in the US. The Qraft AI Enhanced US High Dividend ETF (HDIV) targets high dividend US stocks selected through a proprietary AI system. Qraft Technologies has brought the ETF to market in collaboration with Exchange Traded Concepts, a white label ETF provider.

International Monetary Fund

Liquid Alts: IMF Warns About ETF Liquidation

March 11, 2020

Call it the great bust of passive investing?

The IMF warned Wednesday that regulators and authorities need to start watching asset managers and ETFs over the threat that they could start liquidating assets. The IMF wrote this in a blog post on Wednesday. 

Liquid Alternatives: ETFs to Trade Market Volatility

March 10, 2020

Investors can use these ETFs to trade VIX, the “fear gauge” of the market.
Savvy investors can take advantage of market panics that stem from black swan events like the coronavirus. The fallout from the virus outbreak on oil prices, and thereafter on global equity markets, was on full display on Monday. The CBOE VIX index spiraled higher.

Liquid Alternatives: NUSI – A Safe-Haven ETF for Risk Managed Income

March 9, 2020

Nationwide’s recently launched Nationwide Risk-Managed Income ETF (NYSEARCA: NUSI) helps investors find safe-haven fixed-income assets in the face of steadily declining Treasury yields. In the relentless rush to earn yield, investors may be turning to alternatives such as high dividend stocks, REITs, emerging market debt, high-yield bonds, preferred stock, and MLPs. However, investors may not be considering the attendant risks of such investments, according to Jonathan Molchan, Executive Director and Portfolio Manager, Harvest Volatility Management. He warns that these could come with risks attached such as interest rate, duration, inflation, commodity exposure, and leverage.

Liquid Alternatives: Oil Demand to Plummet; ETFs Likely to Take it on the Chin

March 9, 2020

The coronavirus has hobbled travel, supply chains, and global economic growth forecasts. Crude oil will pay the price. Norway’s biggest independent energy consultancy Rystad Energy predicted on Thursday that The coronavirus outbreak will cut growth in global crude oil demand by more than half this year compared to earlier forecasts.

Liquid Alternatives: Ultimus’ Clients Are Among the First to Market With ETFs Under Rule 6c-11

March 5, 2020

So long as they comply with the SEC’s conditionalities, asset managers can launch a new ETF. Rule 6c-11 became effective on December 23, 2019, and fund administrators Ultimus Fund Solutions have been quick off the mark. Ultimus helped two of its adviser clients launch active transparent exchange-traded funds (ETFs) in accordance with new Rule 6c-11.

Liquid Alternatives: Recharge Your Portfolio With This Battery-Themed ETF

March 3, 2020

WisdomTree has launched a battery solutions-themed ETF that trades on the London Stock Exchange.
The WisdomTree Battery Solutions UCITS ETF (LON: CHRG) comes with a total expense ratio (TER) of 0.40%.
The fund tracks the price and net dividend performance, before fees and expenses, of the WisdomTree Battery Solutions Index. This index was designed in collaboration with energy experts Wood Mackenzie.

Liquid Alternatives: Investors Flock To Gold In Risk-Off Move; Goldman Predicts $1,800

March 2, 2020

Gold has earned a year-to-date return of 3.83%. Goldman Sachs (NYSE: GS) thinks gold could touch $1,800/oz in the near future given the confluence of macroeconomic factors that currently erodes risk-on investments. Meanwhile, investors have lapped up gold, and gold ETFs, in a move smacking of global risk aversion.

Liquid Alternatives: Now, An AI-Enabled ETF That Delivers Investors’ Five Favorite Things

February 28, 2020

Merlyn.AI Corporation (MAI), the Palo Alto-based ETF provider that previously introduced the WIZ ETF, has now launched the Merlyn.AI Tactical Growth and Income ETF (Nasdaq: SNUG) on the Nasdaq exchange. The ETF is a conservative investment that seeks to improve returns in both bull and bear markets. The ETF tracks the MAI Tactical Growth and Income Index.

Liquid Alternatives: Invesco Launches New Sterling Corporate Bond ETF With ESG

February 27, 2020

Invesco, the fund manager with $1.23 trillion in assets under management as of December 31, 2019, has launched in Europe a new, first-of-its-kind, sterling-denominated, corporate bond ETF with an ESG tilt. The Invesco GBP Corporate Bond ESG UCITS ETF (IGBE) is listed on the London Stock Exchange with a total expense ratio (TER) of 0.10%.

Liquid Alternatives: Advisers Sitting on Trillions of Dollars of Potential ETF Investments – Report

February 24, 2020

A survey by ETF Trends and ETF Database titled “How Financial Advisors Buy ETFs” found that more than half (or about 63%) of advisors said that the percentage of ETFs in their clients’ portfolios were below 40%.

Liquid Alternatives: CI First Asset Opens the TSX on February 20

February 21, 2020

To mark the occasion of the listing of three liquid alternative ETFs, Rohit Mehta, Executive Vice-President, CI Financial, and President, CI First Asset ETFs, and Graham Mackenzie, Head, ETFs, and Structured Products, Toronto Stock Exchange, opened the market on February 20.

Liquid Alternatives: Franklin Templeton Buys Legg Mason in $6.5B Deal

February 19, 2020

Franklin Templeton will become a $1.5 trillion behemoth after its acquisition, announced Tuesday, of rival Legg Mason for $6.5 billion including debt. It will pay $50 per share of Legg Mason in cash – a premium of $10 over the latter’s Monday closing price. In addition, it will assume $2 billion of the latter’s debt.

Liquid Alternatives: American Century May Unveil the Very First Non-Transparent ETFs

February 18, 2020

Two American Century funds may be the first to test waters as “actively managed” ETFs.
Having received the SEC’s approval for its final key filing, Cboe BZX Exchange, Inc. is close to launching its proposed actively managed ETFs, also known as “non-transparent” ETFs. The two ETFs, based on Precidian’s ActiveShares model, will disclose their holdings on a quarterly schedule, instead of on a daily basis as other ETFs.

Liquid Alternatives: New CP ETF Is a Defensive High Yield Fixed Income Diversifier

February 18, 2020

CP ETFS is a fund house that specializes in managing downside risk with the ability to participate in market upside with a low-correlation diversifier strategy. This strategy reduces the impact of advisor and client emotion on portfolio performance. CP ETFs has launched CP High Yield Trend ETF (HYTR), which alternates exposure between the US high yield corporate market and three-seven year US Treasuries.

Liquid Alternatives: Lyxor Launches High Yield Bond ETFs With ESG Exposure

February 14, 2020

Lyxor launches three new ETFs for investors looking to invest in high yield bonds with a sustainability angle.
Lyxor’s new ETFs have a total expense ratio (TER) of 0.25%, the lowest among ETFs tracking High Yield indices with ESG filters.

Liquid Alternatives: Credit Suisse Back In The ETF Game; Launches Three Funds including ESG

February 13, 2020

Credit Suisse announced the addition of three new, “ultra-efficient” ETFs to its range of funds. These funds will supplement the existing Credit Suisse index Funds.
Credit Suisse Asset Management had an AUM of CHF 132 billion as of end-December 2019. It has a core business of index funds and has been replicating indices for a wide array of asset classes, regions and currencies since 1994. Currently, it has a range of more than 90 index funds on offer. It has extended this capability to ESG sustainability indices.
Two of the new funds have a focus on environmental, social and governance (ESG) aspects.

Liquid Alternatives: New Fixed Income ETFs From BMO Now Trading in Toronto

February 12, 2020

New Fixed Income ETFs From BMO are Now Trading in Toronto. The three new ETFs include a first-of-its-kind one that is based on mortgage-backed securities.
Two of these new fixed-income ETFs from BMO Global Asset Management invest in corporate bonds, while the third invests in mortgage-backed securities.

Liquid Alternatives: Simon-Taubman Deal for Malls Sparks Rally in REITs ETF

February 11, 2020

Simon Property Group will buy Taubman Centers in a $3.6 billion deal.
The Invesco KBW Premium Yield Equity REIT ETF (NYSEArca: KBWY) shot up 3.6% on Monday on news of the transaction. Taubman Centers (NYSE: TCO) constitutes 3.7% of the ETF’s portfolio. Simon Property Group (NYSE: SPG) will pay $ 52.50 in cash per share of Taubman to acquire a majority stake in TCO.

Liquid Alternatives: Sustainable Investing Meets Munis in New Van Eck ETF

February 10, 2020

Van Eck will soon launch the VanEck Vectors Sustainable Muni ETF.
The fund manager will meet investors’ growing preference for sustainable investing by offering it inside of a fixed income vehicle. It filed with the SEC for its plans to launch the VanEck Vectors Sustainable Muni ETF

Liquid Alternatives: Investors Get Currency Hedged Versions of Vanguard’s Flagship Japan Fund

February 7, 2020

Investors seeking currency-neutral exposure to Japanese stocks can invest in the new Vanguard currency-hedged Japan ETFs.
Vanguard has addressed a long-pending demand from European investors for currency-hedged versions of its Vanguard FTSE Japan ETF (VJPN).
The US Dollar hedge version, The Vanguard FTSE Japan USD Hedged ETF (VJPU), is listed on the London Stock Exchange and carries a total expense ratio of 0.20%.
However, the Euro hedge version, the Vanguard FTSE Japan EUR Hedged ETF (VJPE), is listed on the Deutsche Boerse with a total exchange ratio of 0.20%.