Alternatives Dashboard || Q2 2024 (with a focus on our global listed property hedge fund, i.e., the Catalyst Alpha Global Real Estate Fund) The global listed real estate sector is navigating through a landscape of opposing forces: 🔹 Positive Fundamentals: Strong growth in distributable earnings and attractive dividend yields make for a compelling total return prospect in well-managed companies. 📈💰 🔹 Challenges: The sector faces pressure from a changing interest rate narrative and volatile bond yields. 📉 🔹 Tech Sector Influence: Traditional value sectors, including real estate, are taking a back seat to the AI sector. To put this into perspective, the tech-heavy Nasdaq composite delivered a return of 18.1% YTD, led by the Magnificent Seven, while US developed listed real estate delivered -0.8% in USD. 📊 🌟 Opportunity Ahead 🌟 We see listed real estate as attractive at these levels. With central banks starting to reduce rates globally, listed real estate should benefit from improved sentiment and earnings. The lack of new supply due to onerous funding terms over the last two years should create favorable demand-supply dynamics in the medium term. 🏠📉 💡 Throughout the quarter, our Catalyst Alpha Global Real Estate Fund continued to recycle relative winners into higher conviction opportunities with better risk-adjusted return outlooks. The fund is positioned in defensive sub-sectors with strong growth prospects, competent management teams, well-defined strategies, and robust balance sheets. The fund also shorts stocks that do not meet these criteria. 📊🏢 For a quick summary, check out our Q&A video (8 minutes) below covering our current views, positioning, and outlook of our Catalyst Alpha Global Real Estate Fund with Bénette van Wyk CA(SA), COO of Catalyst Fund Managers, and Marcus Erlank CA(SA), CFA, Hedge Fund Portfolio Manager and Director. 📽️ Refer to our full Q2 Alternative Dashboard for more information: https://lnkd.in/etcsjv3n #RealEstate #Investment #MarketTrends #GrowthProspects #hedgefunds
Catalyst Fund Managers’ Post
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The investment management industry stands at the threshold of a transformative era, with the evolution towards hybrid mutual fund/ETF structures marking a pivotal shift in strategic institutional asset management. In this article, Wealth Management EDGE speaker Aisha Hunt, Principal at Kelley Hunt, delves into the dawn of hybrid fund structures! Read her insights here: http://spr.ly/6047kXyxT Catch Aisha on stage on May 14 as she’ll discuss the market outlook for the year ahead! >> http://spr.ly/6048kXyxo #WMEDGE #InsideETFs #ETFs #investment
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Aktia saw a significant net outflow in Q1, but attracted inflows to short-term bond strategies, investment grade and Nordic equity, its new head of Asset Management, Kati Eriksson, CFA tells AMWatch. #mutualfunds #assetmanagement #institutionalinvestors #nordics #fundmanagement
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Comparing Quant and Passive Funds: Don’t Mix Apples with Oranges! https://lnkd.in/gnDc9Awy The article is authored by Siddharth Vora, Head of Quant Investment Strategy and Fund Manager, PL Asset Management. #QuantFunds #PassiveFunds #SiddharthVora #PLAssetManagement
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Leveraging proprietary indexes can transform your firm's approach by enhancing strategy, increasing market visibility, and optimizing operational efficiency. 🔍 Strategy Enhancement: Rigorous backtesting with indexes validates and refines investment strategies, improving risk management and market understanding. 🌟 Increased Visibility: Develop your own indexes to establish thought leadership, differentiate in the market, and boost your brand's recognition. 💡 Operational Efficiency: Index-based management reduces costs and simplifies compliance, making your operations smoother and more scalable. 📈 Product Expansion: Attract a broader investor demographic with new index-based investment products, enhancing investor engagement. https://lnkd.in/eb9a-gMF #FundFront #AlternativeInvestments #InvestmentIndex #Fintech #AssetManagement
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Amundi US has continued to experience strong demand for its most recently launched dedicated insurance-linked securities (ILS) fund strategy, with the Pioneer CAT Bond Fund now surpassing $500 million in assets under management, Chin Liu told us.
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Alternative fund managers are focusing more and more on individual investors as a source of growth. Read about this and other trends in the sector in our annual Global Alternative Fund Survey: https://go.ey.com/3OFfLLo
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As the asset management landscape evolves to accommodate new economic realities, attention is now focused on two transformative fund structures: the EU's European Long-Term Investment Fund (ELTIF 2.0) and the UK's Long-Term Asset Fund (LTAF). In our latest piece for Funds Europe, Thierry BRAEM and I highlight ELTIF 2.0 and LTAF's potential to reshape the alternatives segment of the European asset management industry. Check it out here 👉 https://lnkd.in/e28E3c6T
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In recent years, hybrid fund models have gained traction as a dynamic investment strategy integrating liquid and illiquid assets within a single fund structure. This complex structure comes with its own operational challenges, but there are plenty of opportunities for growth if setup and management are approached correctly. Aparna Parameswaran dug into the trend in her blog: https://ow.ly/K5K030sIQYv
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