Closing funding gaps will require fewer liquid investments and more private assets, according to Cambridge Associates.
Asset owners surveyed by Fidelity reported strong chances of excess return despite market uncertainty.
Fund closings have been double fund launches for the past two years.
Low rates have insurance companies turning to riskier assets, while alternatives offer protection from a surprise rate hike, according to Cerulli.
Poor deal making conditions could dampen return opportunities for early entrants into emerging markets, research shows.
Environmental, social, and governance factors can have a significant positive impact on emerging markets portfolios, says Cambridge Associates.
“Illusory” risk-return profiles and a lack of quality supply seriously detracts from the attractiveness of the asset class, argues Deutsche Bank.
Forecasts for several mainstream portfolios reveal dismal odds of earning a 5% real return over the next 10 years.
Highest-ever aggregate payout to investors is accompanied by a new high in unused capital.
Quantitative easing and monetary policy are likely the only real factors driving your portfolio, GAM managers argue.