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Digital Assets: Stimulus Checks Could End Up Chasing Bitcoin And Stocks (Mizuho)

March 16, 2021

Nearly 10% of the direct stimulus amount of $380 billion could potentially end up being used not for groceries and healthcare but instead in bets on volatile assets such as bitcoin and stocks said a report in Yahoo Finance that cited a survey by Mizuho Securities.

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FinTech: India’s Fintech Industry Represents A $100B Value Creation Opportunity (BCG Report)

March 16, 2021

Boston Consulting Group (BCG) conducted a study of the Indian fintech industry in collaboration with the Federation of Indian Chambers of Commerce and Industry (FICCI). The report titled “India Fintech: A USD 100 Billion Opportunity,” said India’s fintech was a vibrant ecosystem on a high-growth trajectory, having raised USD 10 billion over the past five years, and currently poised at an estimated valuation of USD 50-60 billion.

Alternative Investments: Nearly Half Of Wealth Advisers Plan To Boost Allocation To Alternatives In 2021 (Survey)

February 5, 2021

In a blog in January, PPB Capital Partners (PPB), a provider of alternative investment solutions, said it was “surreal” that equity markets were seeing all-time highs right in the middle of a pandemic. But the unprecedented price movements and dramatic volatility, coupled with near-zero rates had wealth advisers in a bind. As a result, advisers were reaching out to PPB in their search for the twin goals of uncorrelated return streams and income. PPB is now out with a survey that ascertained advisers’ views on alternative investing in 2021.

Alternative Investments/Digital: Blockchain-Based Tokenization Could Revolutionize Alternatives (Report)

February 4, 2021

Alternative assets offer better options for investors these days when the traditional 60:40 portfolio looks risky and generates insufficient returns. Though suffering from comparatively poorer liquidity alternatives could provide much-needed diversification and better risk-adjusted returns for investors. However, these investments have traditionally been accessible to institutions and high net worth individuals. Tokenization may change the status quo, giving retail investors an opportunity.

Alternative Investments: Investors Turn To Alternatives For ‘A.I.D.’ (JPMorgan Report)

January 20, 2021

The events of 2021 forced us all to reconsider what the “essentials” in our lives are: Health professionals, our family, our health, home, friends, and a good internet connection. The third annual Global Alternatives Outlook by J.P. Morgan Asset Management recommends you add another item to that list of essentials – alternative investments.

Digital Assets: Grayscale’s Blockbuster Q4 (And 2020) Stats Reflect Rising Adoption of Cryptos

January 15, 2021

Grayscale Investments’ Q4 report provides valuable insight into the rising adoption of digital assets.

Artificial Intelligence: The USPTO Deploys AI To Gauge AI Trends In Patents

October 28, 2020

The United States Patent and Trademark Office (USPTO) said in its October report, “Inventing AI – Tracing The Diffusion Of Artificial Intelligence With US Patents,” that annual AI-related applications rose from 30,000 in 2002 to more than 60,000 in 2018. That showed more than a 100% increase.

Digital Assets: “Bitcoin Is An Uncorrelated Asset,” Says Fidelity Report

October 14, 2020

A new report from Fidelity Digital Assets titled “Bitcoin Investment Thesis – Bitcoin’s Role As an Alternative Investment,” finds that the cryptocurrency has a very low correlation with mainstream assets such as stocks or gold.

Digital Assets: Bitcoin An Insurance Policy Against Inflation [Grayscale Report]

August 25, 2020

In an attempt to unravel the complexities of evaluating the dominant cryptocurrency, Grayscale Investments has assessed macroeconomic factors and indicators of demand and supply in a new report titled “Valuing Bitcoin.” The report concludes that the current Bitcoin market structure parallels that of early 2016 before it began its historic bull run.

Alternative Investments Yielding Strong Diversification Outcomes

August 4, 2020

Democratizing of Alts Continues Globally.  Alternative investments increasingly are in the spotlight for market observers who see their strong outcomes in today’s volatile market environment.  These investments include, for example, managed futures, commodities, hedge funds, and private equity.  The world of alternative investments is continuing its transition from a relatively exclusive investment asset cateogry for…

Venture Capital: What COVID-19 Did To VC Investing in the U.S. (Report)

June 24, 2020

An article by Itay Sagie, co-founder of VCforU.com, which helps over 17,000 startups, uses Crunchbase data for the period March 18-June 17, 2020, to assess how the pandemic changed the venture capital investment landscape in the U.S.

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.

DailyAlts Playbook: Artwork, Vegas, BlackRock Buddies at the Fed, and the End of the COVID Recession

June 4, 2020

THE DAILYALTS PLAYBOOK June 4, 2020 DailyAlts Playbook: America on Fire, Goldman Shorts the Dollar, a $41 Trillion Hole, and the Death of Pensions. PRIME OVERVIEW Good morning, It looks like the private equity industry has scored one of its biggest wins in its history. The Labor Department today issued guidance that effectively allows 401K…

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.

Artificial Intelligence: AI May Provide Early Warning of Heart Damage Due to COVID

May 20, 2020

The National Science Foundation has issued a grant of $195,000 to researchers at John Hopkins University to study the use of AI algorithms for detecting heart disease amongst COVID-19 patients. There is increasing evidence that COVID-19 damages a patient’s cardiovascular system, causing “cardiac events” such as heart attacks, abnormal heartbeats, and death

Artificial Intelligence: AI is Making Oil Rigs Safer

May 19, 2020

Oil rigs are one of the most dangerous places to work for human beings with a constant risk of injury or harm. Huge mechanical systems mesh together to keep these huge rigs afloat above the ocean surface and continue drilling deep beneath the ocean floor. The risks of fire, explosion, accidents from hazardous machinery, and falls are always round the corner on oil rigs. Artificial intelligence (AI) can make these danger-prone work areas much safer.

DailyAlts Playbook

DailyAlts Playbook: Hedge Fund Returns, Fed Testimony, Alts Investments, and a Hypothetical Day at the Office

May 19, 2020

Federal Reserve Chairman Jerome Powell and Treasury Secretary Steven Mnuchin will testify before the Senate Banking Committee. This is the first time that both men will update Congress on the $2.2 trillion economic package that the Senate helped to pass in March to address COVID.

DailyAlts Playbook

DailyAlts Playbook: Vaccine Hopes, Bitcoin Jolts, Softbank’s Woes, and Community Banking 101

May 18, 2020

THE DAILYALTS PLAYBOOK May 18, 2020 DailyAlts Playbook: Vaccine Hopes, Bitcoin Jolts, Softbank’s Woes, and Community Banking 101 PRIME OVERVIEW Good morning, With the Dow up 700 points on speculation around Moderna’s vaccine trial for COVID-19, I’ll start with a brief note on what’s happening at DailyAlts. Yesterday, we published the May Community Bank Investor…

FinTech: Post-COVID-19, Fintech To Emerge Stronger, Says Dubai Future Foundation

May 18, 2020

“Life after Covid-19: Financial Technologies,” a report issued by the Dubai Future Foundation, examines the impact of the pandemic on the UAE and the Arab world, and in particular, the fintech sector. The report reassuringly concludes that the sector would emerge stronger from the crisis as people take to digital services to run their lives.

iCapital Network: The Potential Benefits of Investing in Private Equity Secondaries

May 15, 2020

In this guest post from Kunal Shah and Tatiana Esipovich at iCapital Network, the authors explain how secondary funds offer the potential for diversified private equity exposure and an attractive risk profile.   By: Kunal Shah and Tatiana Esipovich The secondary private equity market comprises the buying and selling of preexisting investor commitments to private market funds….

Venture Capital: The Indian VC Industry Deployed a Record $10B in 2019 (Report)

May 15, 2020

2019 was a banner year for the Indian VC industry, says the IVCA-Bain India Venture Capital Report. Investors deployed a record-breaking $10 billion, up 55% from 2018, with deal volume surging 30%. The average deal size rose by 20% in 2019. Further, average deal ticket sizes surged across all stages of investment.

DailyAlts Playbook: What Dalio is Buying, Davey Day Trader Global, and Restarting the Trade War

May 15, 2020

The Dow shed 200 points this morning, and while I’m usually not overcommitted to what the Dow is doing, I am looking at geopolitical tensions. We’re back into a barking match with China – this time because the White House has blamed its rival for the spread of COVID. That said, Chinese media are now arguing that if the U.S. blocks supplies of semiconductors to tech firm Huawei, China will launch its “unreliable entity list” and “restrict or investigate” companies like Apple, Cisco, and other tech firms.

Digital Assets: Crypto Hedge Funds Doubled Assets under Management in 2019 (Report)

May 13, 2020

PwC and Elwood Asset Management Services used data from the largest global crypto hedge funds to compile the report.
Assets under management (AUM) at cryptocurrency hedge funds doubled from $1 billion in 2018 to $2 billion in 2019, while average assets under management expanded from $21.9 million to $44 million, said the report. Median AuM increased from US$4.3 million to US$8.2 million.