The Allocation: archive
Every The Allocation story in Alternatives, newest first. 10 stories
8 stories
J.P. Morgan lifts long-run hedge fund forecast to 6.7%
The 140-basis-point upgrade rests on higher alpha and interest rates, and the report's assumptions exclude fees and implementation costs.
79% of family offices with prospective next-gen principals expect larger alts share
Bank of America's study of 355 US family office decision makers also finds 92% use credit, but only 27% use leverage consistently.
DACH institutions hold 32.3% of portfolios in alternatives
A BAI survey of 105 investors overseeing about EUR2.9 trillion found hedge fund use rising while real estate equity slipped and private equity gained.
Cox and Saba propose 34.9% discount on Blue Owl exit
The unsolicited bid follows late-2025 redemption requests that outpaced the typical 5%-of-NAV quarterly cap.
SEC proposes performance fees for regulated fund advisers
It also seeks comment on a FINRA exam as an accredited-investor route; fund selectors can submit comments before any change.
Tiger Global made at least 15 private investments in Q1
Coatue made six, down from 10 in Q4 2024, as Crunchbase counted at least 25 private deals across five hedge funds.
DACH institutions hold 32.3% of portfolios in alternatives
The BAI survey of 105 investors with about EUR 2.9 trillion found hedge fund use rising while real estate equity slipped and private equity gained.
Korea Exchange chair meets CalPERS CIO on Korea investment
Jeong Eun-bo met Stephen Gilmore to promote greater investment in South Korea's capital markets, the bourse operator said.
2 stories
Auction could give evergreen fund investors a way past quarterly caps
Requests outpaced the typical 5%-of-NAV cap in late 2025; Cox and Saba's unsolicited offer for Blue Owl Capital Corporation II shares proposed a 34.9% discount.
S&P Global opens iLEVEL data to Copilot and Claude
The rollout includes an MCP connector and carries existing permissions. Pricing and availability were not disclosed.