Hedge funds are quietly accumulating positions in shipping container leasing trusts, drawn by high after-tax yields, non-correlated returns, and tight…
Read More »Private credit managers are restructuring fees, product wrappers, and origination platforms to win capital from insurance general accounts - a…
Read More »Hedge funds are aggressively accumulating CLO equity tranches, chasing mid-to-high teen yields as default rates stay contained and reset activity…
Read More »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 »









