For the world’s largest asset owners
January 18, 2024
Overstated Shelter Costs Pump Up Reported Inflation, Says Sage
The government blamed the recent CPI upsurge on rising housing costs, but that’s hooey, Barry Ritholtz charges.
US Corporate Pension Plans Ended 2023 at Record Funding Levels

A December stock rally outpaced the bond sell-off, improving funding in most pension measures.

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UK’s PPF Appoints Michelle Ostermann as CEO
Ostermann will move from PSP Investments in Canada in April to succeed Oliver Morley, who moved to MaPS.
TRENDING: 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. 
TRENDING: 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.
Editorial: CIOeditors@issmediasolutions.com
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