Hedge funds are quietly building positions in uranium royalty companies, targeting long-dated cash flows ahead of tightening nuclear fuel supply…
Read More »Pension funds are rotating into midstream energy infrastructure debt for yield, duration match, and fee-based cash flow stability - bypassing…
Read More »Pension funds are buying data center ground leases to capture long-duration income from the AI build-out - with low operational…
Read More »Pension funds are moving into reinsurance sidecars as yield spreads in traditional fixed income compress, drawn by uncorrelated returns and…
Read More »Pension funds are moving into airline loyalty program securitizations, attracted by ring-fenced cash flows and spreads unavailable in traditional investment-grade…
Read More »Pension funds are gradually shifting capital into copper mining equities, betting on a structural supply-demand gap driven by electrification and…
Read More »Evergreen funds are capturing retail demand for private market access, but the liquidity engineering behind these structures carries risks that…
Read More »Interval funds are reshaping how RIAs access private credit and illiquid assets. Here's why the structure works - and where…
Read More »Timber REITs are drawing renewed attention from pension managers seeking inflation protection through hard assets with biological returns and carbon…
Read More »Municipal bond insurance is making a comeback after the 2008 collapse wiped out most of the industry. Here's what's driving…
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