Energy Company Bonds Lengthen Maturities—a Threat to Investors, Report Says
The problem: Demand in coming decades will fall for fossil fuels, putting debt at risk, Anthropocene institute warns.
Asset Allocation
Octopus Energy Receives New Investments from CPPIB, GIM
The energy provider, recipient of a $370 million funding round, increases valuation to $9 billion.
Insurance CIOs See Alternatives Driving Portfolio Returns
There is no “turning back” to traditional asset allocations, according to KKR.
SEC Climate Rule Will Reduce Information Asymmetry, Protect Investors, Congressman Says
Representative Sean Casten, in an interview with CIO, explained the SEC’s new rule will insulate less-sophisticated investors from climate risk.
$185 Billion Australian Retirement Trust Plans Thermal Coal Divestments
The fund will divest from companies who generate more than 10% of their revenue from coal production.
Defined Benefit Plans Returned 4.47% in the First Quarter
Strong equities boosted returns for asset owners in the first quarter of 2024.
Irony: BlackRock, Shunned by U.S. Energy-Producing States, Teams Up With Oil-Rich Saudi Arabia
The kingdom, one of the top producers of carbon-based fuel, and the asset management kingpin form an investment partnership.
60/40 is Still Resilient for Allocator Portfolios
Despite a positive correlation regime, bonds still belong in an institutional portfolio, PGIM says.
Investing in The Energy Transition
The many opportunities in the energy transition for allocators were discussed in a recent webinar hosted by CIO.
Why Japan Is a Good Investment Destination Now, Says Preqin
The country’s stocks are up and affordable, plus the dollar remains strong.
Hedge Funds Had Good Returns in February, but Investors Pulled Money Out Anyway
The 2.2% investment performance did not seem to matter, although a Nasdaq eVestment report shows that the outflows were concentrated in a few large funds.
Tech Stocks Lead Norway’s Pension Giant to 6.3% Return in Q1
Equities help spur the $1.6 trillion Government Pension Fund Global’s nearly $110 billion investment gain during the quarter.
Wellington Management Closes $385 Million Climate Innovation Investment Fund
The fund will primarily invest in late-venture and early-growth companies.
WTW to Launch £450 million Private Equity Long Term Asset Fund
The fund will receive commitments from WTW’s LifeSight defined contribution pension master trust but requires approval from the UK's Financial Conduct Authority.
Long-Lagging Venture Capital Shows Signs of Possible Turnaround
U.S. venture fund returns remain negative, but valuations are up and two recent high-profile VC-supported IPOs did well, a PitchBook report finds.