Distressed PE 'Likely to Outperform Consistently'
Nearly half of distressed private equity funds performing in the top quartile went on to repeat that success in a subsequent fund.
Asset Allocation
Small Cap Premium Eroding, Research Claims
The excess returns earned from holding smaller companies may not be as great as in the past, research has suggested.
Preqin: Foundations Drag in Real Estate Push
Foundations represented 28% of total US-based real estate investors, but just 2% of invested capital.
GMO: Risk Parity Could Pose Systemic Risk
Investors that buy assets with little concern for price could seriously disrupt the market once they start selling, according to GMO’s Ben Inker.
A Ten-Year Hedge Fund Love Affair
The final iteration of CIO’s Google Trends series: How investors fell in and out of love with hedge funds—and how the relationship survives.
Societe Generale’s Pre-Fed Hike To-Do List
The French bank says it will pay to be prepared when Chair Yellen raises rates—and maybe even before that.
CLO Comeback Attracts Pensions as Banks Withdraw
Structured loan products are proving popular with pension funds, especially in Europe.
Ray Dalio: We’re Not Bearish on China Yet
Soon after declaring there are “no safe places to invest” in China to clients, Bridgewater Associates stressed that “too much has been made of the shift in their thinking.”
Putting High-Priced Equities to the Test
How can investors tell if stock markets are overpriced with flawed valuation metrics?
ETFs Overtake Hedge Funds in Asset Stakes
Despite the relentless push to passive, investor assets in the sector have only just moved ahead of those held by hedge funds.
Big Doesn’t Mean Better for HFs, Study Finds
Smaller hedge funds outperformed larger peers over the last 20 crisis-ridden years.
What Keeps Endowments and Foundations Up at Night?
More than 80% of E&F investors are worried about not being able to meet long-term goals and critical funding needs 10 years from now, according to NEPC.
Fed Rate Rise 'Not the Only Show in Town'
“Diversify more, expect less” in 2015, say strategists—and don’t dwell too much on the next Federal Reserve announcement.
Managers Stockpile Cash as Tail Risk Fears Grow
A survey of fund managers revealed a level of wariness not seen since 2008.
Why the Richest Schools Invest More in Alts
Endowments with high and consistent income streams were more likely to invest in alternatives—and at a higher percentage, according to a paper.