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Insights · Alternative Assets

Everything on Alternative Assets

2 insights · 2 episodes

  1. 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

  2. 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