How Come ETF Inflows Are Up, but Stocks and Bonds Are Down?
Riddle No. 2: Why are energy funds not the king of new investment dollars?
Asset Allocation
How Private Equity Can Ride Out the Rough Patch
PitchBook has some ideas for deploying all that dry powder, to take advantage of bargains.
Oil Price Will Keep Climbing, by Another 12%, Goldman Says
Demand continues to be high and that’s not about the change, the firm says.
New Champs: Index Funds Edge Past Actives in Stock Market Share
Better performance and lower fees lead to switch. Demographics, too.
The Tiger Cubs Get Clubbed as Tech Tanks
These proteges of Julian Robertson, the hedge fund pioneer, were doing spectacularly well, until recently.
Amid the Gloom of Q1 2022, Alternatives Offer Some Optimism
Wilshire and BNY Mellon both report that plans with heavy exposure to alternatives were more resilient this quarter.
Are Latin American Markets Undervalued?
Here’s why one investor thinks they are posed for a revival.
Why Bond Prices, Shellacked Lately, Are Finally Turning Around
Stocks have fallen so much that fixed income seems to be resuming its status as a safe haven, analysts contend.
De-Risking Moves More Corporate Plans Into Passive Strategies
Fees come down thanks to the shift, says a new study.
Asset Allocators Want to Boost Their Stakes in EM Debt, Says Vontobel
Some 60% of U.S. institutional investors aim to up their exposure over the next two years, per a study.
MIT Investment Arm Reflects on Allocation Strategy
Fifteen years on, MITIMCo’s unique investment model highlights changes underway in endowment investing.
State Pensions Are in the Black, But Red May Be Ahead
For state pensions, funded status has increased, but meeting return expectations may still be a challenge.
Passive ETFs Turn Out to Be Pretty Active
They’re often used or even constructed to be anything but index-hugging funds, a study says.
Battered Stocks and Bitcoin Are Increasingly Correlated
The closer matches between old-school and new-school assets are a switch from a year ago.
Which Hedge Funds Will Do Best With Rates Rising?
Relative value, commodities, and reinsurance are the bright spots, says Agecroft.