July 2024

The latest edition of the Alternative Investor is out, packed with alternative fund news from the past month and insightful guest features on commodity trends. 

We look back at hedge fund performances as macro this month comes under pressure. There was plenty of activity in the private equity space, with some decent fundraises, and intriguingly, we saw Horowitz pushing into this market. Data shows its $ value, with BlackRock buying Preqin. Jain is finally live, and Andurand looks beyond oil. While BlackRock and Carlyle dig deeper foundations into the private wealth market, plus much more.

Sam McMurray, Head of International Capital Introduction at Marex, writes about the increasing interest in commodity hedge funds, the rising number of funds and demand for talented PMs. 

Juan Carlos Artigas, Global Head of Research, World Gold Council, looks back at gold in the first half of this year, with H1's strong performance setting the stage for another potential "leg up" in H2. 

In Letter from America, Prosek's Mark Kollar examines the increasing interest and investment in women's sports. Quite rightly, the fast-growing fanbases and associated uptick in advertising spending have resulted in accelerated interest from PE firms. The opportunity is the content play contribution to revenue streams. This is a space to be watched... 

We wrap up with RQC Group, with a look at the latest regulatory developments mainly in the US and also look at the UK's new sustainability disclosure requirements.