The April edition of The Alternative Investor is out.
In addition to RQC Group’s usual regulatory updates, this month’s edition focuses on fragmentation – a timely theme amid recent instability – and featured perspectives include:
- Acer Tree’s Sven Olson argues that European credit hedge funds offer a compelling alternative to private credit, combining flexible long/short strategies, superior liquidity and the ability to generate alpha by exploiting Europe’s fragmented legal landscape.
- Capricorn Private Investments’ Andrew White contends that the illiquidity premium can no longer be assumed, with higher rates, compressed distributions and longer hold periods demanding far greater selectivity across private markets allocations.
- Marex’s Jack Carnell examines how geopolitical fragmentation has elevated FX and rate risk from back-office afterthought to front-office priority.
- Theta Capital Management’s Ruud Smets takes the longest view, arguing that blockchains make trust programmable and cheap and, combined with AI, fundamentally restructure the economics of coordination.
The edition also includes insights across the alternative investment landscape and concludes with RQC Group’s usual regulatory roundup covering key UK and US developments.
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Click below for the April edition of The Alternative Investor:
