Private Equity Cashes In as Student Housing Deals Surge
KKR sells seven college lodging projects for $725 million.
Asset Allocation
Allocators Will Go for Structured Debt Linked to Property, Poll Says
Aeon survey finds 63% will opt for residential and commercial real estate bonds, reversing a downtrend.
Northwestern Sets New Fossil Fuel Investment Guidelines
The university says it will also boost investments in cleaner energy companies.
Real Assets Rake In Investments, PitchBook Says
The copious inflows of fresh capital mostly favor infrastructure projects.
Corporate DB Pension Plan Funded Ratios Surge in 2021
Funded levels for 255 S&P 500 plans reach their highest level since the Great Financial Crisis, Wilshire reports.
‘More Slowly and With a Narrower Focus’
Institutional investors are still placing long-term bets on emerging markets despite recent volatility.
Institutional Investors Take a Cautious, Long-Term Approach to Emerging Markets
Supply chain struggles, ongoing pandemic-related disruptions and a growing anti-globalization mood are adding to the challenges for developing market investing.
There’s a Better Way to Run Investment Teams, CPPIB Says
Silos must be axed to enhance communication, argues strategist Rubin.
Penn SERS Returns 17.2% in 2021, Led by Private Equity Investments
Pension fund reports third straight year of double-digit investment gains, but falls short of benchmark.
Putnam: Why Inflation May Help the Stock Market
If the CPI stays below 6%, equities gain, but a 1970s surge is harmful to them, the firm calculates.
How to Manage Investing in Alternatives
LACERA’s Grabel and WTW’s Vodolazschi explore this wide-ranging asset category in CIO's webinar.
Pension Advocate Calls for ESG Regulation and Legislation to Guide Canadian Plans
The Association of Canadian Pension Management says administrators are in the dark about ESG fiduciary duties.
How Come ETF Inflows Are Up, but Stocks and Bonds Are Down?
Riddle No. 2: Why are energy funds not the king of new investment dollars?
How Private Equity Can Ride Out the Rough Patch
PitchBook has some ideas for deploying all that dry powder, to take advantage of bargains.
Oil Price Will Keep Climbing, by Another 12%, Goldman Says
Demand continues to be high and that’s not about the change, the firm says.