Tax Change Fears Spur Record M&A Dealmaking in Q1
The specter of higher capital gains taxes in 2022 accelerated activity, Echelon says.
Asset Allocation
Where to Invest in Real Estate Right Now, and Where Not to, Say 2 CIOs
Ohio SERS’s Majeed and NEBF’s Tarbox assess infrastructure, offices, retail, and more in our webinar.
Tune in at 2 p.m. Today for a CIO Webinar on Real Estate
Leading allocators Farouki Majeed and Monte Tarbox will discuss new considerations for investing in real estate in the COVID-19 environment.
Emerging Markets Look Poised for a Good 2021, Says Lazard
Rising interest rates this winter spooked EM stocks, which still significantly lag behind others.
Norway Pension Giant Asked to Shed 25% to 30% of Companies from Index
Finance Ministry calls for the Government Pension Fund Global to drop up to 2,200 equity investments.
University of Michigan Pledges to Become Net-Zero by 2050
The $12.5 billion endowment’s portfolio will immediately shift to sustainable assets and shun fossil fuels.
HOOPP Boosts Real Assets as It Shrinks Bond Exposure
The Canadian pension plan aims for a ‘$10 billion-plus’ infrastructure portfolio.
ESG Will Power Capitalism to Solve Humanity’s Problems, Says Ackman
Hedge fund head cites four stocks, including Starbucks and Lowe’s, as examples of sustainability prowess.
Diversity Efforts at Private Equity Firms Have a Long Way to Go
More institutional investors are calling for equity and inclusion, but challenges remain in disclosures and transparency.
Special Report: How to Make Money from Distressed Real Estate in 2021
Pension funds and other institutions are considering investing in problem properties via KKR, Apollo, Blackstone, and other Wall Street players. The goal: turnarounds.
Special Report: Why Mortgage-Backed Securities Will Shrug Off Higher Rates
These bonds, undergirded by pools of home loans, benefit from the zest to nest, federal support, and other forces.
Exclusive Coverage: CIOs Assess How Pension Fund Investors Can Be Successful After COVID-19
Better governance, flexibility, and clever investment strategies and solutions can prepare pension funds for the future, plan leaders say.
Exclusive Coverage: Why the US Dollar Will Stay on Top
Celebrated economist Dambisa Moyo, at a CIO virtual event, describes how America’s strengths should outweigh its downsides, to the buck’s benefit.
Big Oil Strikes Back at ESG
A Texas bill would force the state’s retirement systems to divest from companies that divest from fossil fuels.
SEC Launches Climate, ESG Enforcement Task Force
The team of 22 will identify ESG-related misconduct and focus on climate risk disclosures.