WTW Backs Hibernation, OCIO, ESG and Diversification in Recommendations for 2023
Report outlines seven moves pension funds should be making in an uncertain economic climate.
Research
Howard Marks: A ‘Sea Change’ Has Come to Investing
Risk aversion and higher rates are now embedded features, which has big implications, the celebrated investor says.
UK Corporate Pension Funds Stabilize in Bond Meltdown Aftermath
Meanwhile, in the US, corporate pension funding levels declined in November.
Strong November for Equities Yields Lower Pension Funding
Most gauges of U.S. corporate pension health remained fully funded in November, even as they dropped from higher levels earlier in the year, data showed.
Investors Remove $14 Billion from Hedge Funds in October
Nasdaq eVestment’s hedge fund data shows that redemptions continued in October, now totaling $71 billion this year.
Survey: Allocators See 2023 Opportunity in Bonds
Fixed income should benefit from rate increases, Natixis poll finds.
OECD Pensions Outlook 2022: Developing Asset-Backed Pension Systems
Latest worldwide pensions review discusses how to develop and strengthen asset-backed pensions and makes recommendations on governance and fee structures.
Gender Diversity on Company Boards Improves Due to Pressure from Big Three Asset Managers
An NBER study shows the push by Vanguard, BlackRock and State Street has rippled through corporate America.
US Single-Premium Buy-Out Sales Set Record in Q3 ’22
U.S. single premium buy-out sales are poised to set new records for 2022, as the third quarter delivers $26.15 billion in buy-out transaction volume.
Global Asset Allocators Continued to Grow in 2021, Hitting Almost $26 Trillion
WTW study shows the 9% pace wasn’t as high as 2020’s for the top 100 funds, but was still impressive.
BlackRock’s Suggested 2023 Buys: Investment Grade Corporates and Just 2 Other Bond Types
Still-high inflation and an expected recession call for slighting stocks and most other categories, the asset kingpin advises.
Higher Interest Rates Are Living on Borrowed Time, Jeremy Siegel Says
The Federal Reserve won’t be able to ignore a slowing economy and will reverse course, the economist predicts.
Vatican Publishes Ethical Investing Guidelines
Church says underlying factors of ESG investing “resonate” with the aims of Catholic teachings.
Most Promising Real Estate Opportunities? Hint: Not Always in Traditional Segments
Aside from the usual crowd, such as industrials and apartments, oft-overlooked niches beckon, NTAM says. Think: cell towers.
Asset Owners and Consultants Say They Gotta Change Strategies, Pronto
Inflation and climate change spook them, so they’re scrambling to find smarter ways to adjust, a Nuveen survey finds