CIO Alert, January 20, 2021

For the world’s largest asset owners

January 20, 2021

Schwarzman Predicts Gentler Biden Approach to Beijing

Blackstone head has been close to Trump, but he also is an investor in Chinese companies.

Valuations for Tech Make ‘Less and Less Sense,’ Texas Tech DCIO Says

Long large-cap technology stocks are a consensus trade, which is a problem for several reasons, according to Dan Parker.

General Electric Proposes Freezing UK Pension Plans

Move would affect 2,800 employees in two defined benefit plans starting in 2022.

Outlook Improves for Multiemployer Reform in 2021, 2022

Democratic control of Congress could help break the deadlock over passing legislation to protect pensions and the PBGC.

Op-Ed: Which Injections Should Investors Watch in 2021?

Everyone is eager for vaccine news and numbers, but longtime investor Tony Waskiewicz argues the real portfolio boosters will be any actions from the Fed and Congress.

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.