Why REITs Return More Than Directly Owned Properties
For allocators, real estate investment trusts, which boast higher liquidity, come out ahead across the board, a CEM Benchmarking study finds.
Research
How the Fed’s Balance Sheet Reduction Could Thwart Easing of Policy Rate
Lowering its stash of long-dated bonds would have an impact on long-term yields, BlackRock finds.
Investing in the Inputs
How investors are capitalizing on the need for sustainable building materials.
How AI Can Help Asset Managers Do Their Jobs
Digging up data, boosting productivity, divining client needs—these are among the benefits artificial intelligence can bring, per a BCG report.
Emerging Market Bonds, on a Roll, Should Do Even Better, Says Ned Davis
Firm commodities prices and expected EM growth are tailwinds, the research firm contends.
Pension Investors Can Improve the Productivity of the Companies in Which They Invest
Productivity improvements happen across ‘four channels’ due to direct equity stakes from asset owners, research finds.
Asset Managers Show Strong Efforts at DEI, Survey Finds
Callan study shows that 70% of them have a formal policy to deliver diversity, equity and inclusion.
Economic Damage From Climate Change Could Dent Global Income by 19% Over 25 Years
Study also finds that the costs of climate change damage is significantly more than the cost to limit global warming.
Maybe Baby Boomers Won’t Tank the Stock Market by Cashing Out
The common wisdom has been that retirees will liquidate their holdings in securities and real estate to fund their old age.
Working Past 65 Redefines Portfolios and Retirement
As economic pressures mount, a shift toward extended employment for older workers will increase, changing what it means to be retired.
Rising Nationalism, Inflation Create ‘Unique Risks’ for Sovereign Wealth Funds
Global institutional investors need to reassess conventional portfolio construction and risk management practices, analysis finds.
NCPERS and CBIZ to Distribute Employee Compensation Survey
The survey is intended to help retirement systems make better recruiting and retention decisions.
Magnificent Seven’s Earnings Have Peaked, BofA Says
The big tech companies’ previous cost cutting boosted profits, but that stimulus is abating, per a bank study.
Hedge Funds Had Good Returns in February, but Investors Pulled Money Out Anyway
The 2.2% investment performance did not seem to matter, although a Nasdaq eVestment report shows that the outflows were concentrated in a few large funds.