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August 19, 2020
The Market’s Reaction to a Delayed Vote Conclusion? Not Good, Says UBS

The 2000 ballot-count mess teaches that stocks will slump and volatility will rise. But there’s a bright side.

CalPERS Sells Apple Stock, Invests in Microchips, Pharmaceuticals, Cannabis

The iPhone maker has enjoyed a large rally, but an ongoing trade war with China and the possibility of increasing regulation after the November election have dampened investor enthusiasm.

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Janus Henderson to Be Acquired by Trian, General Catalyst for $7.4B
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Office Demand After COVID: Threat or Opportunity for Real Estate Investors?

After watching their employees successfully work from home during the COVID-19 pandemic, a number of CEOs might plan to adopt that model permanently. Learn more.

Norway’s Sovereign Wealth Fund Loses $21 Billion in First Half

The Government Pension Fund Global lost 3.4%, underperforming a benchmark index, largely thanks to its roughly 70% allocation to equities.

Kentucky Retirement Systems Returns 1.2% for Fiscal 2020

State pension plans collectively beat their benchmarks, but fall far short of their peers.

In Focus: Overvalued Stocks: What Would Make Sky-High Multiples Drop?

This top-heavy bull market, led by a handful of tech leviathans, could unexpectedly get a lot cheaper. Here’s how.

Editorial: CIOeditors@issmediasolutions.com
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