WELCOME TO OUR MONTHLY NEWSLETTER.
We’re excited to launch our monthly newsletter, designed to serve as your primary source for navigating the world of alternative investments.
At iCapital, we are committed to providing you with innovative solutions to support your success. That’s why we’re delivering pertinent, thought-provoking alternative investments content in a centralized publication, so you can spend less time searching for the news you need.
With each issue you will find a curated selection of iCapital and industry research, market insights and perspectives, and educational resources, all in one place.
We hope you find this publication helpful and informative, and we thank you for your continued partnership and support.
Lawrence Calcano
Chief Executive Officer
MONTHLY MARKET ROUNDUP
Blackstone and SHOOK Research partnered to evaluate how top-ranked advisors are using alternatives, with more than 80% planning to increase allocations over the next two years.
Given the opportunity that is developing for dislocated debt and special situations lending, learn how to opportunistically invest in global corporate credit in the 2023-24 credit cycle.
Investors have long held steady on reasons to allocate to private real estate. Do these factors still hold true?
Perhaps the most frequently asked question in today’s private market realm: How much is it worth? Rather than relying on conjecture, discover how data can shed some light on the topic.
WEEKLY MARKET PULSE
While leveraged loans have far outshined all other fixed income assets this year, we explore why now might be the right time to consider high yield and private credit over publicly traded leveraged loans. Read more in Chief Investment Strategist Anastasia Amoroso’s Market Pulse.
CHART OF THE MONTH
With a traditional 60/40 portfolio, investors with long term financial objectives could be missing out on the increased upside potential and reduction in volatility that alternative investments offer.
IN CASE YOU MISSED IT
Our assessment of the drivers of recent macro hedge fund outperformance suggests that the strategy’s upswing has room to run. 
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With negative public market performance and elevated volatility, investors may be tempted to take a pause in their allocation to PE. We explain in simple terms why our advice is to diversify across vintages by committing steadily over time. 
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In the 2010s, large buyout funds outperformed all other fund size cohorts across a variety of metrics. We break down the trends that have underpinned this outperformance, and highlight the growing advantage to operating at scale. 
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NEW AT iCAPITAL
Our platform for risk-managed and alternative solutions now includes structured investments, annuities, alternatives, and digital assets. With education and analytics breaking down the complexity of these products, a centralized marketplace, and an intuitive workflow for lifecycle management, financial advisors can learn, transact, and manage client portfolios with confidence. Learn more.
PODCAST: ALT GOES MAINSTREAM
Make sure to catch iCapital’s 
and 
on the Alt Goes Mainstream podcast, as they joined host Michael Sidgmore to discuss how iCapital’s acquisition of SIMON revolutionizes the distribution of alternative solutions and how the current landscape is evolving as alt goes mainstream.
SPOTLIGHT: INVESTOR EDUCATION
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