The Alternative Investor – July 2024 Edition

Welcome to the July edition of the Alternative Investor, packed with alternative fund news from the past month and insightful guest features on commodity trends.

Alternative News

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 potentially setting the stage for another “leg up” in H2.

Letter from America

In Letter from America, 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…

Regulatory Update

RQC focuses mainly on the US, with an enforcement round-up of fines for breaching marketing rules, charges for making false statements, defrauding investors, and misappropriation, and the Fifth Circuit vacating the Private Fund Adviser Rule (PFAR). The Update wraps up with a look at the UK’s new Sustainability Disclosure Requirements.

The Alternative Investor