Tue, Mar 19, 2024
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing

Other Voices: Stonehaven's top 16 alternative investment trends for 2016

Monday, January 18, 2016

By: David Frank, CFA CEO & Managing Partner at Stonehaven, LLC

Over Stonehaven’s 15 year history we have witnessed and played a role in many shifting dynamics across the alternative investment industry. We are well-positioned in the marketplace to see trends with a 26 person platform representing over 20 asset managers to the global investment community. Below we have summarized the top 16 trends we are actively discussing amongst our team, managers, and investors to adapt to the opportunities in our industry. We believe Stonehaven’s 2015 trends piece was relatively accurate in hindsight, and this year we expect the evolution of several longer term trends along with some significant new trends.

1) The ability of managers to predict and react to China’s impact on the global economy will be the biggest factor determining the winners and losers of 2016.

Last year we predicted that energy would be the most important investment theme of 2015, impacting pretty much every asset class. Energy will continue to be among the biggest trends of 2016, but we think the most important theme this year will be predicting the glide path of China.

China’s economic growth will primarily be determined based on the government’s ability to slowly guide down the yuan, address large inefficient state-owned companies sitting on mountains of debt that are increasingly difficult to service, prevent the unraveling of the property market by absorbing huge vacancies, and maintai......................

To view our full article Click here

Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. KKR raises $6.4bn for the largest pan-Asia infrastructure fund[more]

    Laxman Pai, Opalesque Asia: The New York-based global investment firm KKR has raised a record $6.4bn for its second Asia-focused infrastructure fund, underlining investors' continued appetite for private markets. According to a media release from the alternative assets manager, the figure top

  2. Bucking the trend, top hedge fund makes plans for a second SPAC[more]

    From Institutional Investor: SPACs aren't dead. At least not to the folks at Cormorant Asset Management. The life sciences firm, whose hedge fund topped its peers in 2023, is confident it will match the success of its first blank-check company. Last week, the life sciences and biopharma speciali

  3. Benefit Street Partners closes fifth fund on $4.7 billion[more]

    Bailey McCann, Opalesque New York: Benefit Street Partners has closed its fifth flagship direct lending vehicle, BSP Debt Fund V, with $4.7 billion of investable capital across the strategy. Benefit Street invests primarily in privately originated, floating rate, senior secured loans. The fun

  4. 4 hedge fund themes that are working in 2024[more]

    From The Street: A poor earnings report from Tesla (TSLA) has not hurt the indexes on Thursday. The decline in Tesla stock, which is losing its position in the Magnificent Seven pantheon, is more than offset by strong earnings from IBM (IBM) and ServiceNow (NOW) . In addition, the much higher-t

  5. Opalesque Exclusive: A global macro fund eyes opportunities in bonds[more]

    Bailey McCann, Opalesque New York for New Managers: Munich-based ThirdYear Capital rebounded in 2023, following a tough year for global macro. The firm's flagship ART Global Macro strategy finished the year up 1