PIMCO: Why Investors Should Go Short and Go Global
A report has
found globalization in investment strategies could help investors ride out
growing market volatility and find better opportunities for greater returns.
Asset Allocation
Utilities and Transport are Top Infrastructure Picks for 2014/5
Investors have flooded towards regulated utilities and transport assets in safe haven markets, according to research from Deloitte.
Norway: The Problems (and Some Solutions) for Infrastructure Investors
The world’s largest sovereign wealth fund’s investment manager has explored the issues with investing in infrastructure.
A New Approach to TDFs (and Why the Old One Doesn’t Work)
Investment managers need to realise the old TDF theory is defective and needs replacing, a paper has claimed.
Why US Investors Are Turning to Global Bonds
Vanguard has found foreign fixed-income securities are helping US investors diversify portfolios, reduce risk, and hedge currencies in total return strategies.
Investors Drop to Lowest Bond Allocations Since 2006
Investors don’t want bonds…but equities are too expensive.
Costs Outpace Revenues for a Third of Hedge Funds
Margins are shrinking on hedge fund products, but the costs are moving the other way for most, research has found.
PensionDanmark in Offshore Pipeline First
The $26 billion Danish pension fund has bought 40% of offshore pipeline network owner NGT.
Thinking of Investing in Real Estate? Go Niche
Preqin data has found specialist real estate funds investing in areas such as social housing have outperformed more diversified funds.
Prepare For the Pitch: Fund Managers Increase Alternatives Marketing Staff
Cerulli Associates has found 41% of asset managers anticipate prolonged shift to hedge funds, private equity, and real estate.
Is It Time for a Y2K Equities Melt-Up?
Guggenheim’s CIO predicts it’s time to party like it’s 1999.
Endowments Dump Alternatives for Equities
NACUBO and Commonfund found endowments are shifting assets to equities in search of more liquidity.
PGGM’s Seven Steps to Impact Investing
The Dutch pension giant has mapped out how it approaches the sector.
Baby Boomers’ Retirement Won't Be Disastrous for US Equities
Research has found the fear about baby boomers’ retirement causing depressed equity prices is largely unfounded.
PIMCO: Rising Bond Rates Will Help Long-Term Investors
PIMCO has found gradual rise in bond rates would eventually increase interest income despite short-term decline in returns.