Wednesday, August 18th, 2021
A biweekly topical newsletter from CIO
A newsletter for institutional investors, focusing on current developments in alternatives.
The Ultimate Diversifier: What Real Assets Are Gaining in Allocator Portfolios
Infrastructure such as bridges and tunnels, plus farmland and other natural resources, is winning new favor.
What’s Going to Happen to the Gold Price?
The yellow metal, after soaring in 2020, had a rough first half this year as recovery took hold. But now…
Woodman, Don’t Spare That Tree: Lumber Price Spiral Is Now Over
The tab for this construction-centric wood, which figures in many asset allocators’ alt strategies, has dropped back as production finally expands.
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Why Private Equity Is Building an Arsenal of Giant New Funds
The buyout firms are increasingly popular among institutional investors—Carlyle just raised $27 billion.
Commodities Rise: New Supercycle or Just a Temporary Blip?
Many institutions, wary of the asset class’s notorious volatility, keep their exposure low despite raw material price climbs.
Some Institutions Call Crypto Rat Poison, but Others Are Buying the Currency
Bitcoin bolster: Asset allocators seem to be fueling digital money’s recovery from its recent crash.
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