OCIO Industry Set for Strong Growth, Alts Expansion
One out of four asset owners expect to use an outsourced chief investment officer in the next two years, says report.
Research
Hidden Risks Still Bedevil Allocators’ Returns, Updated Study Warns
Institutional investors’ attempts at diversification often are self-defeating, says NTAM in a new version of its 2020 jeremiad.
‘Investor Identity’: Bringing Together the Main Drivers of Investment Returns
Stanford University’s Ashby Monk and Dane Rook, in a new academic paper, classify the leading factors determining investment returns for institutional investors.
Recessions May Be Mild, but Market Reactions Aren’t
BlackRock forecasts a 1% economic contraction this year. The question: How will investors respond?
Allocators’ Favorite Stock Buys: Battered Tech Names
Amazon, Alphabet and Tesla headed their pick lists in 3Q 2022, a study finds.
Former Problem Children, Agency Mortgage-Backed Securities, Make Case for Inclusion in Core Bond Portfolios
The catalyst investment vehicle responsible for 2008-09 financial Crisis appears to have a strong setup to perform well in 2023.
LCP Expects Record Year for UK Pension De-Risking in 2023
Buy-in and buy-out volumes are forecast to top 2019’s record of £43.8 billion
U.S. State, Local Public Pensions Saw Funding Statuses Fall in 2022
The Equable Institute recently released its year-end update to State of Pensions 2022, covering the funding status of public pensions across the country.
Diversity Improves for Foundation Asset Managers
Some 18% of assets were managed by women- and minority-owned firms in 2022, a Knight Foundation survey finds.
Poor December Equity Performance Reduces Pension Funding Status
Corporate pension funding statuses marginally retreat from record funding levels to end 2022.
Earnings Will Stink, but Not All of Them
Despite a punk Q4 profit picture, some companies should do fine, says Bank of America.
How the Investing World Is Changing for Good, and for Bad, per JPM’s Savant
An end to artificially low rates and globalization will have mixed results, strategist Michael Cembalest finds.
Agecroft Partners Predicts Top Hedge Fund Industry Trends for 2023
Don Steinbrugge released his top expected trends for the hedge fund industry in 2023.
Black-Scholes 2.0: Classic Valuation Method Expanded to Risks and Returns
The earthshaking 1973 stock options formula gets an update from two finance professors.
Pension Spending Supported $1.3 Trillion in Economic Output During Pandemic
Report finds strong economic gains attributable to DB pension expenditures in 2020 despite COVID-19 outbreak.