The Weird Reason Gold Will Head Still Higher
Oddly, ETFs that track the yellow metal aren’t gaining new money, a paradoxical bullish sign, says market sage.
Alternatives
Where Allocators Can Find Good Post-Pandemic Investments
Our panel suggested cobalt, building ground leases, sports franchise lending, and others.
NY State Pension Fund Commits Over $1.3 Billion in Investments in March
Nearly half, or $650 million of its monthly allocation, went toward real estate funds.
Investing in Bitcoin Is Like a Venture Capital Play, Virginia Pension Chiefs Say
Allocators from two Fairfax County plans favor managers with a ‘multi-strategy approach’ to both VC and cryptocurrencies.
Pension Fund Increases Its Blockchain Technology, Bitcoin Allocations
CIO Katherine Molnar will speak at the CIO Symposium on May 12 with CIO Andrew Spellar.
Demand for Office Space Shows an Uptick
But it’s still 9% behind its pre-pandemic level. Will this all translate into a rebirth for the office market?
CPPIB to Invest in French Real Estate Credit
The Canadian allocator has placed a $222.5 million bet on commercial real estate properties.
Mubadala and Others Pledge Big Money for UK-Based AI Drug Discovery Firm
Exscientia has just closed a $225 million Series D funding round, enlisting giant institutional investors.
As VC Soars, Main Sequence Attracts Temasek, Hostplus for Second Fund
The oversubscribed fund, which has raised $250 million AUD, is emblematic of the new popularity of venture capital.
Credit Investments to Watch: Private Credit, Securitized Credit, and Alpha-Oriented Mandates
Asset owners should dig their heels into renewables financing, bank capital relief trades, and other less ‘vanilla’ strategies, says Willis Towers Watson.
Coinbase Has a Splashy Debut, Bitcoin Is Soaring … But Fund Managers Are Downbeat
Mutual fund chiefs overwhelmingly think Bitcoin is a bubble that will pop, BofA survey shows.
Alts Grow Bigger and Bigger in Institutional Portfolios
Some 86% now invest in alternatives, says Nuveen survey.
Special Report: How City Office Centers, Written Off as Relics, Will Return, Post-Pandemic
The urban workspaces of the future are going to see more personalization, more automation, and more focus on health and wellness.
Stock-Driven Hedge Funds Were Popular in 2020
Pension plans and other big investors favor the alpha-generating chops that equity strategies showed in the bull market, an Agecroft study shows.
Cryptocurrencies Still a Speculator’s Game, Warns S&P Global
But central bank digital currencies could disrupt the banking industry’s business model.