Asset Allocators Want to Boost Their Stakes in EM Debt, Says Vontobel
Some 60% of U.S. institutional investors aim to up their exposure over the next two years, per a study.
Asset Allocation
MIT Investment Arm Reflects on Allocation Strategy
Fifteen years on, MITIMCo’s unique investment model highlights changes underway in endowment investing.
State Pensions Are in the Black, But Red May Be Ahead
For state pensions, funded status has increased, but meeting return expectations may still be a challenge.
Passive ETFs Turn Out to Be Pretty Active
They’re often used or even constructed to be anything but index-hugging funds, a study says.
Battered Stocks and Bitcoin Are Increasingly Correlated
The closer matches between old-school and new-school assets are a switch from a year ago.
Which Hedge Funds Will Do Best With Rates Rising?
Relative value, commodities, and reinsurance are the bright spots, says Agecroft.
The Old Tech FAANG Is Dulled, But a New Version Has Promise
Centered on surviving a bleaker world, Bank of America’s updated version has better market performance.
No Place to Turn With Stocks and Bonds Both Down? JPM Has a Solution
Swap high-yielding stocks for even better-paying bonds, the bank says.
COVID-19 Forced Sovereign Wealth Funds to Prioritize Sustainability
The funds are now more focused on ESG, health care, tech, and venture capital than ever before.
TEXPERS Members’ Asset Shift Contradicts Conventional Wisdom
With rising rates and inflation, adding fixed income while reducing alts is the opposite of what most pensions are doing.
Low Volatility Stocks Usually Do Well—But There Are Traps
Thinking that these are safe bets, investors don’t realize they can carry other risks, warns Northern Trust Asset Management.
Crypto: Not So Uncorrelated After All, Says Morningstar
Bitcoin and other virtual currencies hew more closely to stocks in downdrafts, a study finds.
Crypto Adoption Among Canadian Institutional Investors Accelerates
KPMG says crypto investing among institutional investors is rising sharply and shows no signs of slowing down.
NY State Pension Commits Over $2 Billion for Private Equity, Real Estate
The Common Retirement Fund also earmarks investments in absolute return and credit.
Maine Pension Plan Eyes Asset Allocation Shift
The proposal’s aim is to reduce risk and enhance income, report to trustees says.