Investors should allocate to emerging markets by focusing on macroeconomic variables as the principal driver in the long-run, according to Credit Suisse.
Twin reports by consultancy bfinance suggest that while alternatives may prove to be the most durable asset class today, institutional investors must reevaluate the way they approach hedge fund strategies.
Institutional investors globally are eager to diversify and generate excess return, and alternative investments are consequently growing in popularity, a study by Russell Investments shows.
Amid increasing inflation and higher commodity prices, developed nations will likely seek to lower their debt levels by favoring Treasury Inflation Protected Securities, according to Pacific Investment Management Co.'s Mihir Worah.
An appreciation of how hedge fund strategies can work within core portfolios could mean up to $3 trillion flowing into the sector over the next five years.
As investors find themselves questioning whether equities and bonds will deliver absolute and/or risk-adjusted returns that meet expectations, they are increasingly searching out "real assets" as alternatives, a whitepaper by JP Morgan concludes.
Ontario Teachers Pension Plan, along with two private equity firms and a communications corporation, has agreed to purchase Canadian data center operator Q9 for C$1.1 billion.