How Has Private Credit Affected Valuations Across Debt Markets?
Investors can access a more diversified menu of credit investments, but due diligence is key—especially in thinly traded markets.
Market Drilldown
CIO Video: How to Comply with the New Federal Outbound Investment Regulations
H.K. Park, of Crumpton Global, and Laura Black, of Akin Gump, review the new Treasury regulation, which takes effect January 2, restricting U.S. investors' investing in certain Chinese companies and technologies.
Global Geopolitical Realignment Has Long-Term Investing Implications
Investors are seeking safe havens and new geographic opportunities as the world becomes more fractured.
Institutional Investors’ New Power Play: Expanded Sports Opportunities
With a variety of ‘new revenue opportunities,’ the sports sector—teams, leagues, stadiums, broadcasting rights and more—is reaching new heights.
How Tariffs, Trade Affect Manufacturing Investment
While protectionism appears popular in both political camps, its impact on US businesses and institutional investors is best viewed through a wide lens.
How Insurers’ Investment Portfolios Thrive Despite Loss, Catastrophe
Despite underwriting losses due to catastrophic weather and high inflation, rebounding markets, higher rates and private market investments have led property and casualty insurers to see increased investment income.
What Is It Going to Take to Get to the End of Cancer, and Who Is Investing in It?
How investors can participate in the fight against cancer.
A Way to Look at Commodities—And It Is Not Quantitative
Several new specialist managers are making sector, relative value, and fundamentals-based trades to take advantage of current market dynamics.
It’s Just the Beginning for Surging Secondary PE Sales
Used as an escape hatch when private equity is in the doldrums, this venue has become established enough to keep going in better days, strategists say.
How Investors Are Utilizing Artificial Intelligence
Generative AI tools show promise but, for now, are mostly used for clerical tasks.
Saltwater to Freshwater: A Panacea That Travels Rough Seas
Desalination, a seeming godsend for parched areas, also could be profitable for investors. But the process is not always easy to pull off.
Why Beaten-Up Oil Stocks Have a Good Future
Renewables won’t take over for a while, the world’s population is expanding, and emerging economies are growing.
How to Navigate Energy Transition Risks
The amount of investment needed for this enormous task is $4 trillion yearly, but the effort is gearing up now.
Market Drivers in 2024: The Magnificent Seven? Something Else?
The mega-cap tech giants appear invincible. But things always change in the market.
Why Private Credit Is So Darn Popular
Yields are high, and well-fixed institutions back them, but what happens in a recession?