Quantitative Easing has Pushed Investors into Alternatives
Research from Universal Investment has discovered that bond-heavy German investors are turning to alternatives in the search for yield.
Asset Allocation
Is Now the Time for Sub-Investment Grade Credit?
Several managers have extolled the virtues of B and BB-rated bonds, after the tapering tantrum in May resulted in significant under valuations.
Unlisted Infrastructure Funds Hit Record Capital High
A 33% increase in dry powder since 2010 sees available capital hit $93 billion, but overall transactions numbers are down for 2013.
Blood & Gore: Invest for Climate Change, or Pay the Price Later
Investing in green assets isn’t just a nice thing to do: it could also save your company millions, campaigners have claimed.
Politicians and Policy Mistakes Obscure Economic Growth
Russell Investments found global economies are expected to grow steadily in 2014 unless “short-sighted politicians” stir up trouble.
Norway SWF Puts the Brakes on European Equities
The world’s largest sovereign wealth fund has declared it won’t buy any more European stocks, believing market gains could reverse.
Hermes: Commodities are Still a Diversifier
Do commodities still have a future in an institutional portfolio after this year’s bad run? One asset manager thinks so.
Investors Lose Hope About Global Economic Recovery
The tide of favouable investor sentiment towards a global recovery has waned, but some assets are finding renewed popularity.
How Will the Fed’s Decision Impact Emerging Markets?
UBS investment teams have declared that the global economy will continue to grow slowly, with emerging markets picking up in 2014.
Infrastructure Investors Told To Widen Their Scope
Asset manager UBS has told investors not to cherry-pick how they invest in infrastructure debt.
Cat Bonds Hit Record Issuance in 2013
Investors are still hungry for catastrophe risk - there is now $19 billion in outstanding risk capital.
Pensions and Asset Managers Blasted for Nuclear Weapon Investments
ABP, Ontario Teachers, and PFZW named in a Dutch report’s “Hall of Shame”.
Where Are the Sharpe Returns Now?
Post-Lehman Brothers, European high yield might have seemed a risky bet for some, but investors could now be happy about taking it.
The Upside of Managing DC Like DB
Better performance can be achieved when aligning investment approaches for DB and DC plans, a study has found.
Can Japanese Equities Hit Double-Digit Returns?
JP Morgan Asset Management has claimed returns on equities in Japan could reach 10% in 2014, boosted by the end of deflation.