Health Care, Enterprise Tech, and Other Tips for China from Allocators
Savvy knowledge of Beijing’s capital markets is in higher demand than ever before, as investment chiefs discussed at the 2021 CIO Symposium.
Asset Allocation
CIOs See Fixed Income Targets in High Yield, Emerging Markets, Private Credit
Panel of investment managers expects high short-term inflation, but says it’s not a concern.
Pension Fund Increases Its Blockchain Technology, Bitcoin Allocations
CIO Katherine Molnar will speak at the CIO Symposium on May 12 with CIO Andrew Spellar.
Mubadala Goes on a Spending Spree in 2020
The sovereign wealth fund invested $29 billion into growth sectors, including in technology, life sciences, and consumer goods.
Court Dismisses ERISA Lawsuit Against Edison International ESOP
Appellate court rules the plaintiff failed to meet the standard set in a 2014 Fifth Third lawsuit.
Denmark’s ATP Loses $200 Million from Bond Exposure
The pension giant’s misstep came from increased sensitivity to interest rates.
Op-Ed: Where Buffett and Dalio Are Wrong on Bonds
Mark Holman, CEO and portfolio manager of TwentyFour Asset Management, argues that the two famed investors are ignoring compelling opportunities in the fixed income markets.
Stone Point, GIC to Acquire Recordkeeper Ascensus
Investors are betting on ‘further growth’ in the financial technology firm that should benefit from aging societies.
Credit Investments to Watch: Private Credit, Securitized Credit, and Alpha-Oriented Mandates
Asset owners should dig their heels into renewables financing, bank capital relief trades, and other less ‘vanilla’ strategies, says Willis Towers Watson.
Tax Change Fears Spur Record M&A Dealmaking in Q1
The specter of higher capital gains taxes in 2022 accelerated activity, Echelon says.
Where to Invest in Real Estate Right Now, and Where Not to, Say 2 CIOs
Ohio SERS’s Majeed and NEBF’s Tarbox assess infrastructure, offices, retail, and more in our webinar.
Tune in at 2 p.m. Today for a CIO Webinar on Real Estate
Leading allocators Farouki Majeed and Monte Tarbox will discuss new considerations for investing in real estate in the COVID-19 environment.
Emerging Markets Look Poised for a Good 2021, Says Lazard
Rising interest rates this winter spooked EM stocks, which still significantly lag behind others.
Norway Pension Giant Asked to Shed 25% to 30% of Companies from Index
Finance Ministry calls for the Government Pension Fund Global to drop up to 2,200 equity investments.
University of Michigan Pledges to Become Net-Zero by 2050
The $12.5 billion endowment’s portfolio will immediately shift to sustainable assets and shun fossil fuels.