Remember When We Thought it was Transitory?
Principal’s Jablonski sketches out why rising interest rates are investors’ friends in 2023.
Asset Allocation
Stagflation Fears Have Pensions, Sovereign Wealth Funds Eyeing Alts
Facing an economic slowdown and higher inflation, institutional investors are turning to real estate, infrastructure.
PennSERS Investments Lose More Than 16% During First Three Quarters
The pension fund’s market value has fallen by more than $7.4 billion as of Sept. 30, despite outperforming its benchmark.
PBGC Grants SFA Money to Third Teamsters Pension in Two Weeks
New Jersey union pension fund, expected to become insolvent in 2023, will receive $54.1 million in assistance.
BlackRock’s Suggested 2023 Buys: Investment Grade Corporates and Just 2 Other Bond Types
Still-high inflation and an expected recession call for slighting stocks and most other categories, the asset kingpin advises.
Vatican Publishes Ethical Investing Guidelines
Church says underlying factors of ESG investing “resonate” with the aims of Catholic teachings.
Most Promising Real Estate Opportunities? Hint: Not Always in Traditional Segments
Aside from the usual crowd, such as industrials and apartments, oft-overlooked niches beckon, NTAM says. Think: cell towers.
University of Texas System’s Oil and Gas Participation Fuels Bid to be Biggest Endowment
The University of Texas System endowment’s oil and gas revenues from its 2.1 million acres of land in the West Texas Permian Basin has it competing with Harvard for biggest endowment by net assets.
Real Estate Remains a Haven Asset Class Amidst Market Volatility
Asset class offers an inflation hedge and tends to remain stable or increase in value over the long run, according to experts.
Nikko: How to Invest in Energy’s Future
Forget production companies, the investment firm says. There are much smarter alternatives.
T. Rowe: Conventional Wisdom on ’23 Market Is a Crock
Growth stocks rebound, banks are vulnerable, consumer staples rule—all those shibboleths are so last year, the firm’s CIO, John Linehan, says.
CPP Investments Increases Net Assets to $529 Billion at End of Second Quarter 2023
In Q2 2023, the CPP fund returned 0.2% while increasing total assets by $6 billion.
Japan’s GPIF Loses $37 Billion in First Half of Fiscal 2022
World’s largest pension fund’s asset value declines to $1.31 trillion.
Canadian Pension Giant Aims to Close Net-Zero Reality Gap
CPPIB releases framework to help companies meet net-zero goals using reliable data and disclosures.
New York Common Retirement Fund Invests $1.3 Billion in September
More than half of the monthly commitments were allocated for real estate investments.