When Will Interest Rates Fall and by How Much?
UBS analysts think the Fed will need 6 months or so to realize it can ease, gradually slicing the central bank’s benchmark by a modest amount, up to 0.75 points.
News
Norges Bank, AP7 Named Co-Lead Plaintiffs in Silicon Valley Bank Lawsuit
The institutional investors lost a combined total of nearly $162 million from investments in the bank’s holding company, SVB Financial Group.
James Wesley Promoted to CEO of Nikko Asset Management Americas
Currently the deputy CEO, Wesley will replace the retiring Lawrence Prager in 2024.
Hedge Fund Industry Maturing, Adapting as Investors Rebalance
Rising rates and volatility favor active management, while high cash rates put pressure on fees as year-end evaluations are made.
What Is the Future of the 60/40 Portfolio?
Already a trope in transition, the traditional portfolio had a rough 2022, so modern-day allocators must evaluate all potential paths forward.
Mass PRIT Fund Returns Remain Up Despite Market Forces
Alternative investments helped the $95 billion pension fund outperform the markets in the most recent quarter, and the fund saw a $7.8 billion gain in the 12-month period that ended September 30.
UN Pension Fund Looks to Add 3 to Investment Team
The $82.4 billion UNJSPF is seeking investment officers for its sustainable investment, private equity and emerging debt portfolios.
Why Tech Rally Will Spread Beyond Magnificent 7
The top stocks will get company as the rest of the technology sector joins in amid AI mania, says Wedbush’s Ives.
Rockefeller Foundation Pledges to Go Net Zero by 2050
The $6 billion endowment will be the largest to pursue a net-zero target.
Supreme Court Hears Case That Could Invalidate Administrative Courts
The ruling, expected in June 2024, could have a wide-ranging impact.
KKR Announces Acquisition of Remaining 37% of Global Atlantic for $2.7B
The private equity giant has owned a majority share since 2021, and the transaction continues a trend of private equity companies buying insurance companies.
Treasury’s Record $4.3B Crypto Exchange Fine Adds to Pressure on Digital Assets
Binance was fined for money-laundering just after Kraken was charged and less than one month after a jury found FTX's Sam Bankman-Fried guilty of fraud.
Inflation Is Down, but How Long Will That Last?
For several years, a Natixis report finds, as the price trends mostly point downward.
New York State Common Earmarks $1.9B in September Investments
More than half of the monthly commitments were made within the pension giant’s credit portfolio.
Sovereign Wealth Funds Taking Up Larger Share of Global Asset Ownership
As of 2022, SWFs make up 38.9% of total assets among the world’s largest 100 asset owners, up from 32% in 2021.