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23.03.26 - 11:30
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Fonds der Woche: Ohne komplizierte Strategie erfolgreich (Das Investment)
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Die Macher des Oberbanscheidt Global Flexibel heben sich mit einer klaren Strategie von der Konkurrenz ab – das Ergebnis kann sich sehen lassen. Wir stellen den Mischfonds vor.In den vergangenen Jahren haben immer mehr komplexere Lösungsansätze Einzug ins Fondsmanagement gehalten. Sei es durch quantitative Modelle, Faktorenmodelle, durch die Integration von künstlicher Intelligenz oder auch durch mathematische Algorithmen, die nicht nur bei Options- oder Overlay-Strategien zum Einsatz kommen. Solche Modelle haben in der heutigen Fondswelt sicherlich ihren Platz, erschweren es aber Investoren, die jeweilige Strategie verstehen zu können. Die sprichwörtlich gute alte Handwerkskunst hat aber weiterhin nicht ausgedient. Das zeigt der vermögensverwaltende Ansatz vom wohl......
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23.03.26 - 10:00
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Noratis auf Neustart-Kurs: US-Fonds soll Sanierung tragen (BondGuide)
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Noratis konkretisiert die Refinanzierung über rund 227 Mio. EUR – und stellt zugleich das Verfahren neu auf. Die Noratis treibt ihre Restrukturierung mit Hochdruck voran und konkretisiert die bereits angekündigte Refinanzierung. Demnach habe das Unternehmen gemeinsam mit Sachwalter und Gläubigerausschuss ein Term Sheet mit einem nordamerikanischen Kreditfonds über rund 227 Mio. EUR abgeschlossen. Die Gespräche […]...
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23.03.26 - 04:45
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Blackstone′s Flagship Private Credit Fund, World′s Largest, Posts First Monthly Loss Since 2022 (ZeroHedge)
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Blackstone's Flagship Private Credit Fund, World's Largest, Posts First Monthly Loss Since 2022
It only took a constant barrage of negative news surrounding the private credit space, including a surge in redemptions, investor gating, questions about loan markets as well as outright fraud, not to mention relentless criticism from of some of the biggest luminaries in credit, including Saba's Boaz Weinstein and Diameter's Scott Goodwin, for Blackstone to concede that its private credit book may have been mismarked.
According to Bloomberg, Blackstone's flagship private credit fund - and the world's largest - posted its first monthly loss in more than three years, one of the clearest signs yet of weakening performance in the $1.8 trillion market.
The $83 billion fund, known as BCRED, lost 0.4% in February, the first monthly decline since September 2022. Performance was flat for the first two months of the year after an 8% gain in 2025, the website shows. While we haven't done the math, we wo...
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23.03.26 - 02:09
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AOC Splashes Thousands In Campaign Funds On Psychiatrist Specializing In Ketamine Therapy (ZeroHedge)
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AOC Splashes Thousands In Campaign Funds On Psychiatrist Specializing In Ketamine Therapy
Rep. Alexandria Ocasio-Cortez's (D- NY) campaign splashed close to $19,000 in campaign funds last year to a Boston-area psychiatrist affiliated with a chain of clinics that specialize in ketamine-based treatments for mental-health conditions, according to the New York Post.
Disclosures filed with the Federal Election Commission indicate that Ocasio-Cortez's campaign committee made three payments totaling $18,725 in 2025 to Dr. Brian Boyle, chief psychiatric officer at Stella Mental Health. The expenditures were recorded as "leadership training and consulting": $11,550 in March, $2,800 in May and $4,375 in October.
Dr. Boyle, a Harvard Medical School graduate who previously served as an attending psychiatrist at McLean Hospital and Massachusetts General Hospital, focuses on interventional psychiatry. Stella Mental Health offers treatments including intravenous ketamine infusions, Spravato nasal...
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