CIO Alert, January 17, 2024

For the world’s largest asset owners

January 17, 2024

Why Battered Biotech May Be Turning Around

This cyclical sector has suffered, post-pandemic, but signs of a recovery are appearing.

Institutional Investors Will Focus on Fixed Income in Search of Alpha, per Aeon Investments 

Of surveyed institutional investors, 94% reported they will seek to increase holdings in the asset class.

Anti-ESG Politics Affects Names More Than Strategies

While campaigns may have succeeded in shifting ESG naming conventions, their impact on actual investing strategies has been far more muted.

The selection subcommittee will meet between January 17 and 19.

The pessimistic takes come after the third quarter’s rebound from the earnings recession.

Editorial: CIOeditors@issmediasolutions.com

Industry Intel Roundup—Featured White Paper

Chief Investment Officer is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring white papers sponsored by or featuring experts in the industry. The content was created to supply actionable insights to institutional asset owners regarding investing and governance.