Core Viewpoint - Japan's Nomura Holdings is actively seeking acquisitions in the private debt asset management sector to enhance its alternative assets business, as stated by CEO Kentaro Okuda in a Reuters interview [1] Group 1 - Nomura Holdings is focusing on expanding its alternative assets business through potential acquisitions [1] - The company is particularly interested in the private debt asset management market [1] - CEO Kentaro Okuda emphasized the strategic importance of these acquisitions for the company's growth [1]

India’s pension regulator has broadened investment opportunities for National Pension System fund managers, allowing deeper participation in equities, bonds and alternative assets as part of a sweeping update to investment norms https://t.co/GjnlLF6QOS ...

Economic Indicators - ADP's latest monthly jobs report indicates a loss of 32,000 jobs in the private sector for November, complicating the understanding of job market health due to a government shutdown affecting BLS reporting [1] - Traditional economic indicators present conflicting narratives; while GDP and consumer spending are up, employment estimates show job losses, raising questions about the economy's actual performance [2][4] - A revision of second-quarter GDP growth saw an increase to 3.8% from a previously reported 3.3%, marking a significant recovery from a -0.6% growth in the first quarter [3] Consumer Sentiment - A Fannie Mae survey revealed that 67% of consumers believe the economy is "on the wrong track," reflecting a growing pessimism about economic conditions [9] - Pew Research Center reported that 74% of U.S. adults view the economy as "fair/poor," with 42% attributing their negative outlook to rising prices and personal expenses [10][11] Spending Patterns - Research indicates that the top 10% of earners account for nearly 50% of all consumer spending, while the bottom 80% are only keeping pace with inflation, suggesting a potential vulnerability in consumer spending if high earners reduce their expenditures [8]

The catch is not whether bitcoin will rise or fall. The catch is that 100% of your retirement is in bitcoin. Your retirement is concentrated in a single, highly volatile asset and in one company whose business model is tied to that asset. A limited supply does not guarantee an inexorable rise. Whether you’re all in Nvidia NVDA, like this investor who bought the stock before the artificial-intelligence boom because he liked the company’s videogame chips, or Palantir PLTR, like this retired couple , the risk ...

A Wall Street sign in New York. A small circle of investment consultants played a central role in the multi-trillion-dollar push into private markets, steering US pension funds toward private equity, real estate and hedge funds, according to a new study. The shift over the past two decades was driven less by changes in pension fundamentals than by the recommendations of these advisers, researchers at Harvard University and Stanford University found. Portfolios moved because consultants encouraged pension ...

Affiliated Managers Group delivered mixed results in Q3, with the market responding positively to strong momentum in alternative asset strategies despite revenue falling below Wall Street expectations. Management attributed the quarter’s performance to record net inflows in alternative products, robust growth at affiliates Pantheon and AQR, and continued expansion of the firm's alternative assets under management. CEO Jay Horgen emphasized, “Our third quarter results reflect the building momentum in our bu ...

Financial Performance - GCM Grosvenor reported $87 billion in Assets Under Management (AUM) as of September 30, 2025, a 9% increase compared to Q3 2024[6] - Fee-Paying AUM (FPAUM) reached $702 billion, up 10% from the same period last year[12] - GAAP Revenue for the third quarter was $135 million, a 10% increase year-over-year, and $3805 million for the nine months ended, a 9% increase year-over-year[12] - GAAP net income attributable to GCM Grosvenor Inc increased 153% to $105 million for the quarter and 138% to $264 million year-to-date[12] - Adjusted Net Income increased 18% to $372 million for the quarter and 19% to $1046 million year-to-date[12] Fundraising and Capital Deployment - The company raised $95 billion over the last twelve months, a 52% increase compared to the prior year twelve-month period[13] - $19 billion of new capital was raised in Q3 2025, and $72 billion year-to-date, a 49% increase compared to prior year-to-date[13] Dividend - GCM Grosvenor's Board of Directors approved a $012 per share dividend payable on December 15, 2025 to shareholders on record December 1, 2025[3] Asset Allocation - Private Markets accounted for 71% of total AUM[16] - Direct-Oriented Strategies represented 53% of Private Markets AUM[16]

Core Insights - The article discusses the potential for integrating annuities into 401(k) plans as a solution to the retirement savings gap, emphasizing the need for consumer education and product innovation [2]. Group 1: Regulatory Changes - The Department of Labor is implementing President Trump's directive to allow alternative assets in 401(k) plans, although progress has been hindered by a government shutdown [2]. - In August, the Department rescinded a statement from the Biden administration that discouraged fiduciaries from including alternative investments in employer-sponsored retirement plans [2].

Australia’s sovereign wealth fund recorded a 13.7% return for the 12 months through September, supported by equities and alternative assets https://t.co/DHILyzXpTv ...

Core Insights - More than two-thirds of Americans believe they need alternative assets beyond stocks and real estate for higher returns, indicating a shift in investment strategies [1] - Bitcoin has outperformed the S&P 500 with a 19% year-to-date gain compared to the S&P 500's 15% gain, highlighting the growing interest in cryptocurrencies [2] - Approximately 40% of Americans view cryptocurrencies as a good investment, with 65% of current crypto investors planning to increase their holdings [3] Investment Trends - The increased accessibility of cryptocurrencies, including the launch of crypto ETFs by financial institutions, has made it easier for investors to participate in the market [4] - The crypto market is experiencing a boom partly due to favorable policies from President Donald Trump, which have contributed to the rally in Bitcoin and other digital assets [5] - Nearly half of American investors are also interested in alternative assets such as private equity, hedge funds, and venture capital, indicating a broader trend towards diversifying investment portfolios [5] Risks and Considerations - While alternative assets can outperform traditional stocks, they come with risks such as lower liquidity, requiring investors to be more patient [6]