Insights · Alternative Assets
Everything on Alternative Assets
2 insights · 2 episodes
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Music rights function as bond-like assets with stable cash flows, where active management of royalty collection and sync licensing can enhance yields beyond passive income. Target yields range from 10% to 15%.
Impact: Provides a high-yield, low-volatility income stream that is less sensitive to interest rate fluctuations than traditional fixed income.
— from Perpetual's Alternative Credit Strategy for Billions · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Oct 31, 2026
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Bitcoin’s narrative as a 'digital gold' is weakening due to its failure to act as a reliable hedge against inflation or geopolitical risk, particularly when diverging from physical gold prices.
Impact: This erosion of narrative may lead to increased volatility and a shift in demand toward assets with clearer industrial use cases or stronger institutional backing.
— from AI Capital Shifts and Global Market Realignment · Bloomberg Daybreak: Asia Edition· Feb 10, 2026