Sovereign wealth funds are steadily acquiring equity stakes in LNG terminals, targeting fee-based infrastructure returns over commodity exposure in a…
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Pension funds are building positions in pharmaceutical royalty trusts, drawn by long-duration income streams and low correlation to equity markets.
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Pension funds are targeting aerospace maintenance contracts for their long-duration, inflation-linked cash flows. Here's why MRO deals are attracting institutional…
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Hedge funds are accumulating distressed private student loan ABS at deep discounts, using structural and servicer strategies to extract returns…
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University endowments are allocating to litigation finance for its uncorrelated returns. Here's why the asset class is gaining traction and…
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University endowments are quietly adding semiconductor royalty trusts to their portfolios, drawn by stable distributions, low correlation to equities, and…
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Large university endowments are quietly rebuilding allocations to convertible bond arbitrage, drawn by richer issuance, higher carry, and a structurally…
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Hedge funds are quietly accumulating positions in shipping container leasing trusts, drawn by high after-tax yields, non-correlated returns, and tight…
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Private credit managers are restructuring fees, product wrappers, and origination platforms to win capital from insurance general accounts - a…
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Hedge funds are aggressively accumulating CLO equity tranches, chasing mid-to-high teen yields as default rates stay contained and reset activity…
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