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Global investors holding $70 trillion in wealth are the biggest underserved candidates for private alternative assets.
Global investors holding $70 trillion in wealth are the biggest underserved candidates for private alternative assets. At a glance: -> Many wealthy investors want to increase their holdings of private alternative assets, with between $8 trillion and $12 trillion in household funds available for such assets. private equity firms and asset and wealth managers are eager to expand their business with individuals. -> For this market to thrive, the current model must evolve into a robust digital system that can efficiently support individual investors at scale. -> Five business archetypes are emerging to overcome the current barriers of high administrative costs, illiquidity, a difficult collateral process for lending, and high minimum investment size. -> The largest wealth and asset managers will likely catalyze developments and can seize a first-mover advantage. Other firms can thrive as challengers or fast followers. Find out more in the Bain & Company research note attached. Grégory Garnier Sound: Bain & Company
80% of stocks in the SP500 are now above their 50-DMAs
80% of stocks in the SP500 are now above their 50-DMAs. Looking at this breadth reading across sectors, it's cyclicals surging and defensives lagging behind. Source: bespoke
The probability of a July 26 rate of 25 basis points to 5.25% to 5.50% barely moved
Despite the better-than-expected CPI report today, the probability of a July 26 rate of 25 basis points to 5.25% to 5.50% barely moved. The market is strongly expecting a hike in two weeks. Source: Jim Bianco
Fidelity's new research about bitcoin
"The monetary policy is set in code and unlikely to ever change. Simply put, Bitcoin's monetary policy is not dependent on or impacted by politics or external economic factors." Source: Documenting bitcoin
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