Opinion, Analysis, and Custom Research designed to deliver alpha to the DailyAlts community of readers and analysts.
Crypto-assets appear in a revived and refreshed bull market, the analyst writes. Senior Bloomberg Commodity Analyst Mike McGlone weighs in with a very bullish prognosis for crypto-assets in the September edition of Bloomberg’s Crypto Outlook 2021. Considering cryptos such as bitcoin and ethereum are lifting off in the second half of the year from levels…
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Alternative Investments: Wealth Managers Add Alternatives Because Bonds Pay Next To Nothing (Report)
The recent Wealth Manager Investment Survey by bfinance covered 120 wealth managers handling over $1trn (£720bn) in assets. The survey noted that wealth managers were expanding their investment capabilities, with growing allocations to alternative investments and coverage of an increasingly diverse range of asset classes.
FinTech: Millennials Driving Demand For Shariah (Islamic) Banking – Mambu
A survey by SaaS cloud banking platform Mambu found that over half (53%) of young Muslims said they would choose Islamic banking – if barriers to entry were removed, and it became more accessible.
Digital Assets: Stimulus Checks Could End Up Chasing Bitcoin And Stocks (Mizuho)
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.
FinTech: India’s Fintech Industry Represents A $100B Value Creation Opportunity (BCG Report)
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)
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)
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)
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
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
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
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]
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
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)
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.
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
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.
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
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)
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
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
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: Hedge Fund Returns, Fed Testimony, Alts Investments, and a Hypothetical Day at the Office
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: Vaccine Hopes, Bitcoin Jolts, Softbank’s Woes, and Community Banking 101
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
“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
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….