In 2023, investors withdrew €35.1 billion net from hedge fund strategies available in Germany in the UCITS format. Although fixed income strategies lost volumes in the first year after the interest…

URL: /newsroom/detail/interest-rate-reversal-dampens-regulated-hedge-funds-highest-outflows-since-2008-despite-strong-performance/

Zinswende, regulierte Hedgefonds, 2023, Anlageklasse, Fixed-Income-Strategien, Liquid AlternativesAbsolute-Return- und Alternative-Fonds in Deutschland Zinswende bremst regulierte Hedgefonds aus…

URL: /newsroom/detail/white-paper-2-halbjahr-2023-zinswende-bremst-regulierte-hedgefonds-aus/

Volatility strategies have performed impressively since the 2020 recovery. And even now, the medium-term total return expectation for volatility strategies is higher than ever before. But why is…

URL: /newsroom/detail/current-yield-expectations-higher-than-ever-before/

Despite all the crises, the difficult stock market year 2023 ended on a positive note. The DAX rose by a good 20% and the S&P 500 by more than 26%. However, it is questionable whether the…

URL: /newsroom/detail/new-year-old-challenges/

Take five! In the Scope Investment Awards, Lupus alpha has received the "Best Asset Manager/Boutique" award in Germany for the fifth time since 2018. The Scope Awards combine quantitative and…

URL: /newsroom/detail/scope-awards-2024-lupus-alpha-ist-zum-fuenften-mal-bester-spezialanbieter/

Portfolio Manager Sergej Shelesnjak from Lupus alpha on the importance of dividend continuity

URL: /newsroom/detail/dividenden-champions-bieten-stabilitaet-plus-performance/

Investors have been withdrawing from UCITS-compliant hedge fund strategies ever since the rapid turnaround in interest rates.

URL: /newsroom/detail/liquid-alternatives-in-the-first-half-of-2023-significant-outflows-continue-despite-positive-performance/

The abrupt turnaround in interest rates since mid-2022 prompted investors to increasingly favour traditional fixed-income investments. SUMMARY Investors continued to make withdrawals from the…

URL: /newsroom/detail/liquid-alternatives-in-the-first-half-of-2023-significant-outflows-despite-positive-performance/

Deindustrialisation is the new scare word in Germany. The main trigger is the comprehensive subsidy measures of the "Inflation Reduction Act", which has massively increased the attractiveness…

URL: /newsroom/detail/deindustrialisation-of-germany-five-points-that-need-to-be-tackled-now/

Although traditional bonds are again offering positive nominal interest rates after years of zero interest rate policy, the real return on high-rated paper is still negative due to high inflation…

URL: /newsroom/detail/market-update-clo-april-2023/