The Old Tech FAANG Is Dulled, But a New Version Has Promise
Centered on surviving a bleaker world, Bank of America’s updated version has better market performance.
Asset Allocation
No Place to Turn With Stocks and Bonds Both Down? JPM Has a Solution
Swap high-yielding stocks for even better-paying bonds, the bank says.
COVID-19 Forced Sovereign Wealth Funds to Prioritize Sustainability
The funds are now more focused on ESG, health care, tech, and venture capital than ever before.
TEXPERS Members’ Asset Shift Contradicts Conventional Wisdom
With rising rates and inflation, adding fixed income while reducing alts is the opposite of what most pensions are doing.
Low Volatility Stocks Usually Do Well—But There Are Traps
Thinking that these are safe bets, investors don’t realize they can carry other risks, warns Northern Trust Asset Management.
Crypto: Not So Uncorrelated After All, Says Morningstar
Bitcoin and other virtual currencies hew more closely to stocks in downdrafts, a study finds.
Crypto Adoption Among Canadian Institutional Investors Accelerates
KPMG says crypto investing among institutional investors is rising sharply and shows no signs of slowing down.
NY State Pension Commits Over $2 Billion for Private Equity, Real Estate
The Common Retirement Fund also earmarks investments in absolute return and credit.
Maine Pension Plan Eyes Asset Allocation Shift
The proposal’s aim is to reduce risk and enhance income, report to trustees says.
Venture Capital Is in the Dumps, But the Money Keeps Rolling In
While IPO paydays have dwindled, first-quarter VC investments outpaced all of 2021’s.
Oil Is the New Sin Stock, and That’s a Boost for the Sector, BCA Says
Some investors may be bailing out of their energy shares, but tobacco and its ilk show that can be a perverse plus.
CITs Help Boost Target-Date Strategies to Record Growth in 2021
Collective investment trusts are on pace to overtake mutual funds as the most popular target-date vehicle.
The First Quarter Was Bad for Asset Managers’ Stock, Even Though Their Fourth Quarter Earnings Ruled
Amid the market carnage of early 2022, the long-term outlook is good for the money mavens.
New York State Pension Invests Over $2.6 Billion in Alts in December
The Common Retirement Fund allocates nearly half of the month’s commitments to real estate investments.