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For many institutional investors, foreign currency exposures have often been treated as an afterthought to the central job of asset allocation: a manageable byproduct; a risk that should (and often could!) be dampened to whatever extent was appropriate for one’s base currency and liability profile; a subject where sub-optimal positioning would rarely receive harsh punishment.

The'pull' of strong performance is combining with 'push' factors (related to concerns around the effectiveness of traditional asset classes) to drive investors towards hedge funds.

Fundraising for secondary investments in illiquid asset classes—such as private equity, infrastructure and private credit—has reached a new high-point, while transaction activity has also continued its recent upward trend.

While many equity managers claim to use AI to generate alpha or achieve productivity gains, distinguishing genuine innovation from marketing spin is far from straightforward. Investors must dig deeper, challenge assumptions, and rigorously interrogate AI‑driven strategies. Those who engage early and identify true innovators will be best positioned to capture the substantial opportunities that AI presents.

Wealth managers face mounting pressure to deliver more for less. Cost-aware clients, digital disruption and regulatory demands for “fair value” are turning fee compression into a defining challenge in private wealth – and turning the screw on margins.

Weitere Beiträge ...

  1. As Investors Rethink FX, Are Hidden Costs Being Overlooked?
  2. Back in the Black? Real Estate 'Recovery' Raises Strategy Selection Questions
  3. Investors Must Scrutinize ‘Performance Detractors’ in Semi-liquid Private Markets
  4. Are Liquid Private Markets Solving a Problem that Liquid Alternatives Already Addressed?

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