PIMCO: Why Institutions Should Reallocate to Emerging Markets, Lower Global Imbalances
Global portfolio rebalancing will help lower world economic imbalances, according to Pacific Investment Management Company (PIMCO).
Asset Allocation
Risk Off (Again)
Investors are avoiding risk again as dark clouds gather on the economic horizon.
How European Is European?
Borders don’t matter when corporate growth is involved, especially in a time of financial stress, Russell Investments tells investors.
China Widens the Door to Global Investors
China has upped its quota for foreign investment in an effort to ease controls on its highly regulated market.
Agriculture Investing: A Diamond in the Rough?
Agriculture is a challenging investment with rising potential, fueled by rising food prices, agricultural land’s long-term inflation-linked characteristics, and low correlation to most asset classes, consulting firm bfinance asserts.
Investors ‘More Conservative’ in 2012
“More conservative and concerned with performance”, what fund managers expect from clients this year.
Northern Trust: Improving US Equity Correlations, Waning Volatility on the Horizon
Institutional investment managers are becoming increasingly positive on the US economy while they remain concerned about macro risks such as the European debt crisis, a new survey by Northern Trust shows.
Prudential: Where's the Money? Emerging Market Local Debt.
Local market debt is the fastest-growing segment of the Emerging Markets (EM) debt asset class, according to a newly released paper.
Risk Parity, on Top for How Long?
Risk Parity is world-beating, but is it down to current conditions? And how long can it keep the top spot?
Norway's SWF Slashes European Allocation, Ups Emerging Markets
Norway’s sovereign wealth fund is set to reduce its exposure to Europe and boost it in emerging markets.
AllianceBernstein: Look Across Equity, Debt, Currency to Manage Emerging Market Risk
Investors should seek emerging stocks, bonds and currencies to capture the high returns associated with emerging-market growth, with better risk management potential.
Troubled Markets Cast Doubt on Re-risk Timing
Investors piled back into return-seeking assets, but was it too much too soon?
History Repeating: Are Equities Really Worth It?
Equities have limped home behind bonds since 2000; is it now time to give them up for good?
New Jersey's Head of Alternatives Steps Down
The head of alternative investments at New Jersey’s $70 billion state pension system, Christine Pastore, has stepped down.
Preqin: Private Equity Investors Seek Partners
Limited partners are increasingly keen to co-Invest with private equity fund managers, according to a study by Preqin.