Growth Stocks’ Leadership Will Be Short-Lived, Ned Davis Predicts
Analysts at the celebrated research shop say value will come to the fore during the upcoming recession.
Asset Allocation
Insurers Eye Riskier Investments, One-Third Make Major Changes
Impact investing and longer-duration bonds are on the buy list, says Nuveen.
Global Institutional Investors Increasingly ‘Shunning Coal’
Europe leads the way among institutional investors divesting from coal, according to a new report.
New York Common Commits More Than $600 Million in March Investments
The pension giant also signed deals with four firms to reduce greenhouse gas emissions.
Amnesty International Scolds University Endowments for Human Rights Indifference
The report gives failing grades to several major university investment offices due to a lack of ‘human rights due diligence.’
Corporate Pension Funds Are in Good Shape, So What’s the Worry?
Goldman’s Michael Moran warns against complacency and issues some warnings.
Statistical Recession Indicators Look Ominous
ClearBridge Investments' 10 signals of an economic downturn are now blinking red.
DeSantis Signs Florida Anti-ESG Bill Into Law
Governor hopes to provide a ‘blueprint’ for other states looking to prohibit sustainable investing.
Equity Investments Fuel 5.9% Q1 Return for Norway’s Sovereign Wealth Fund
The pension giant also excluded two firms for ‘serious violations of individuals’ rights’ in Myanmar.
‘Bonds Are Back’: Allocators Eye Elevated Returns
Higher interest rates have turned fixed income from a ho-hum investment into the hot new thing. Just ask LACERA.
Private Credit ‘at a Crossroads’ in 2023
The $2.18 trillion market is ‘flashing warning lights,’ and deal activity is expected to slow, according to a Proskauer report.
Warehouses Outperform in Cloudy Commercial Real Estate Environment
Warehouses have been red-hot for a long time but show no signs of meaningfully slowing down.
Commercial Real Estate Faces ‘Staring Contest’
Even if interest rates stop going up, CRE investors face years of fine margins and crucial risk calculations.
ESG, Non-ESG Investing Returns Differ Minimally, Says Research Affiliates
But when portfolios are not cap-weighted, green-oriented investments do better, the firm finds.
CDPQ Reports It Is on Target to Reach Net Zero by 2050
The Québecois pension fund increased its green asset investments by C$29 billion over five years.