Large university endowments are quietly rebuilding allocations to convertible bond arbitrage, drawn by richer issuance, higher carry, and a structurally…
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Hedge funds are quietly accumulating positions in shipping container leasing trusts, drawn by high after-tax yields, non-correlated returns, and tight…
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Private credit managers are restructuring fees, product wrappers, and origination platforms to win capital from insurance general accounts - a…
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Hedge funds are aggressively accumulating CLO equity tranches, chasing mid-to-high teen yields as default rates stay contained and reset activity…
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Hedge funds are quietly building positions in uranium royalty companies, targeting long-dated cash flows ahead of tightening nuclear fuel supply…
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Pension funds are rotating into midstream energy infrastructure debt for yield, duration match, and fee-based cash flow stability - bypassing…
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Pension funds are buying data center ground leases to capture long-duration income from the AI build-out - with low operational…
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Pension funds are moving into reinsurance sidecars as yield spreads in traditional fixed income compress, drawn by uncorrelated returns and…
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Pension funds are moving into airline loyalty program securitizations, attracted by ring-fenced cash flows and spreads unavailable in traditional investment-grade…
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Pension funds are gradually shifting capital into copper mining equities, betting on a structural supply-demand gap driven by electrification and…
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