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Eight Investment Must Reads This Week

Grayscale has signaled that it intends to lower fees on its Bitcoin ETF. Partners Group is dipping its toes into royalties investing with plans to debut a fund for the wealth channel eventually. These are among the investment must reads we found this week for wealth advisors.

  1. Grayscale CEO says fees on its bitcoin ETF will drop over time after outflows hit $12 billion “Grayscale CEO Michael Sonnenshein said that the crypto fund manager expects to bring fees on its Grayscale Bitcoin Trust ETF down in the coming months, as the nascent crypto ETF market matures.” (CNBC)
  2. Partners Group Joins Rivals in Pushing Into Royalties Investing “Partners Group Holding AG is expanding its offering to add private markets royalties, following rivals such as Blackstone Inc. in chasing deals for the rights to future cashflows from assets like pop songs and drugs.” (Bloomberg)
  3. Trillion-Dollar Asset Manager Blackstone Eyes Record Highs Amid Bottoming Real Estate Market “And Blackstone has heaps of ‘dry powder’ to deploy. Blackstone's undrawn capital available for investment rose to $197.3 billion as of the fourth quarter, up from $186.6 billion the year prior.” (Investor’s Business Daily)
  4. Neuberger Berman Expands Custom-Indexing Platform “Neuberger Berman is expanding its customizable separately managed account platform to include more investment strategies and capabilities, including a new method of diversifying concentrated stock positions. The manager has also inked its first deal with a wealth firm to add tax-loss harvesting and direct-investing overlays to portfolios, the firm announced today.” (FundFire)
  5. Student Housing Pioneer Faces Angry Investors, Irate Judges and a $115 Million Bill “Mr. Nelson is on the hook for at least $115 million, which he has not paid despite escalating fines and interest and twice being held in civil contempt by judges over the alleged misuse of company money. His defiance has frustrated investors and lenders, and irritated some of the judges hearing those disputes.” (The New York Times)
  6. Blackstone’s Real Estate Co-Heads On Their Next Big Investment Bet, The Market Recovery And Career Lessons Learned “On the agenda: Why the firm thinks 2024 will be a great year to invest, the huge push it is making into data centers, why Europe is proving such a fertile hunting ground and how Blackstone is using artificial intelligence to sharpen how it underwrites deals.” (Bisnow)
  7. The Hunt For Alpha: Six Themes To Watch In Private Markets “As always, a top priority is to build and maintain a well-diversified portfolio. However, that goal is becoming difficult to achieve solely through traditional investments. Over the past several years, stocks and bonds have become increasingly correlated, leaving few places to hide in down markets. In 2022 the Aggregate Bond Index total return was down double digits as the S&P 500 lost approximately 20% of its value.” (Financial Advisor)
  8. SMA Minimums Will Go as Low as Tech Allows: Invesco “John McDonough, head of Americas distribution at Invesco, discusses how technology is paving the way for lower and lower minimum investments into separately managed accounts.” (Fund Fire)
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