Has the Fed’s Plan Backfired?
Bernanke’s helicopter was meant to get markets flying high again – the rotor blades are spinning, but the uplift hasn’t happened.
Asset Allocation
Oxford Endowment Chief Attacks Private Equity
Private equity fees are too high and returns too low, the head of Oxford University's endowment has said.
Did Pension Equity Divestment Go Too Far?
CIO Profile: The President of the Institute and Faculty of Actuaries tells aiCIO now might be the time to get back into equities.
Equity Markets in Denial About US Fiscal Cliff
There is an elephant in the room in the shape of the US economy and markets are looking the other way.
PerTrac Study: The Large vs. Small Hedge Fund Battle
While smaller hedge funds are the long-term winners when it comes to performance, large funds outperform small funds in tough times, a new analysis shows.
OMERS Bets $3.1 Billion on Contentious Toronto Casino Project
The Canadian mega-fund has just announced its plans for an 11-acre entertainment, commercial, and residential development in downtown Toronto.
Dutch Pensions: No Fall Guys for Banks
European banks want access to pension fund liquidity – but they should expect some opposition to their demands.
Are Intermediators Passé With Private Equity?
Two academic papers explore the value of private equity, claiming that high fees are spurring direct investment into the asset class.
Has the High-Yield Market Reached a Turning Point?
Investors should look toward equities to judge the pulse of the high-yield market, a paper by PIMCO's Hozef Arif asserts.
Outsourcing Boosts Consultants’ Hedge Fund Power
Fiduciary management, outsourcing or delegated investment – whatever you call it, it’s growing across all sectors.
Investors Turn Icy on Active Equity Funds
Investors do not want to pay for active fund management returns – not for equities anyway.
Franklin Templeton: The Global Economy Is Like a Line of Dominos
Central banks have taken actions to boost economic growth and prime the "liquidity pump," but how will investors react?
Caisse Sells Back $1.5 Billion Stake in Media Firm
After acquiring nearly half of Quebecor in 2000, the Caisse is selling back half its shares despite solid returns.
Wanted: Bond Manager (New Skills Required)
Higher conviction and more defaults, the “new normal” for fixed-income investors.
Large Investors Build Up Real Estate
Property is illiquid, but long-term investors are increasingly prepared to wait as stable rent agreements could provide much needed income.