The Great Bond Revolution?
Do investors still prefer government bonds to corporates?
Asset Allocation
Diversification is Still Better for Long-Term Investors
An SEI report has advised investors to keep the faith in spreading their risks.
BofAML: Keep Hold of Your Equities Until at Least 2014
Stocks should be held until at least the end of the year, according to Bank of America Merrill Lynch.
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.
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”.