Newsletter · 2026-10-17
Alternatives Monitor — Issue 02, October 2026
The new alternatives are engineered in the plumbing, not the payoff. Issue 02 examines ten structures moving capital between banks, insurers, private funds and wealth portfolios, followed by Australian listed-fund evidence. October 2026 edition; information to 12 October, with dated observations and Metrics clarification on 13 October.
Original edition: Issue 02, October 2026 · 34 pages. Website release: 18 October 2026 (Sydney).
How inflation, interest rates and changing capital rules are shaping alternative investments. This edition examines fund flows, new managers and ten product structures, with Australia first, a US focus and developments globally. It also reviews Australian listed alternatives, liquidity terms and the risks investors retain.
General, impersonal market commentary for a wholesale and professional readership, including readers in the United States. Not a fund rating, personal financial advice, investment recommendation or product offer. Examples do not establish suitability or availability in any jurisdiction. Read all dated source limitations and relationship disclosures on pages 27 and 34. No IIR rating is assigned, renewed or amended.