Commentary: Energy Transition Wave to Dominate Investment Landscape
A huge wave of change will create substantial risk and opportunity for institutional investors across geographies, sectors and asset classes.
Opinion
The FX Phoenix has Risen From the Ashes
Foreign exchange—the largest, most liquid financial market globally—has been reinvigorated by two underpinning currency alpha strategies: momentum and carry, per analysis by Aspect Capital.
PBGC Premiums and Washington’s Fuzzy Math
Billions that Congress counts as revenue are contributing to the demise of traditional pension funds.
Opinion: What Do Marriages and M&As have in Common?
Whether it's a personal or business merger, a lasting and beneficial relationship depends on planning for life after the ceremony.
Op-Ed: The Climate Investment Dilemma—Divestment or Decarbonization?
FEG’s Tim O’Donnell explores the merits of engagement.
What’s Buzzy: Cathie Wood Likes T-Bonds Over Large Caps
The doyenne of disruption thinks deflation will change the game board. Except for her beloved Tesla.
Op-Ed: The Green Gambit—Investing for Corporate Strategic Advantage in the Post-COVID-19 World
Alan Martinovich, with global management consultancy Arthur D. Little, says now is the time to make intentional moves that will drive green transformation.
Do Last Year’s Historic Fund Performances Help or Hinder a CIO’s Career?
Recruiters and consultants weigh in on what they’re seeing.
Op-Ed: Don’t Leave Money on the Table When Evaluating Pension Risk Strategies
The passage of the American Rescue Plan Act in March has changed the game for CIOs considering an annuity buyout.
Richard Nixon Is the Father of Cryptocurrency, Says BTIG
The 37th president planted the seeds that grew into Bitcoin and its ilk today, the investment house explains.
The Inflation Threat Is Hooey, Even as Money Supply Climbs, Says Savant
Sure, the Fed has created more dollars, but that doesn’t mean they’ll lead to a price spiral, argues David Waddell.
Allocator Insights Webinar August 17: Consultant’s View
Taylor Mammen, Heidi Poon, and David Tatkow will discuss the best opportunities for investors at 2 p.m.
Pension Funds Should Report Performance on a Monthly Basis, Markov Says
An analysis of portfolios using a returns-based lens would help some funds improve transparency, the investment researcher advises.
Op-Ed: The Foundation of a Balanced Portfolio May Be Shifting — Here’s What to Look For
Noah Weisberger, with PGIM, lays out three scenarios for how Fed and fiscal policy could change the way bonds act to hedge equity risk.
Part 3: Q&A with Shundrawn Thomas: Tips for Making Progress on Diversity
The president of Northern Trust Asset Management discusses how to keep talks about race and inclusion from becoming ‘the third rail.’