The Biggest Hedge Funds Take the Lead—and Pocket the Most Investments
Amid an attrition trend and a performance lag, the smaller operators are closing.
How Close is Tokenization for Mainstream Investors?
Several money managers now offer tokenized funds to investors, while other firms are exploring ways to utilize tokenization for clients.
Dark Clouds Over Commercial Real Estate Don’t Frighten Allocators
Prices are down and dire forecasts abound, but asset owners plan to modestly boost their CRE exposure.
Top Gun: Why Defense Stocks Will Continue Their Rise
War and international tension spell increased arms spending and, thus, higher military contractor share prices.
Is Emerging Market Infrastructure Investing Still Appealing?
Why Infrastructure Investments Are the New Bonds
Investments in physical assets did better and promise more than fixed income.
Why Job Reshoring Is Merely a Trickle
U.S. manufacturing can’t compete on cost, but it has a leg up in some areas.
These Days, Institutional Investors Eye China Warily
U.S. and Canadian allocators no longer pile into Chinese assets.
Amid a Dark Night of Hacks, Cybersecurity Stocks’ Prospects Look Bright
Is Big Oil’s Renewable Energy Push Credible—and Good for Investors?
Exxon and its kin were laggard stocks for a long time, but now they enjoy flush revenue and strong share prices. The bet: Their clean fuels may give them better stability.
So When Will Stocks and Bonds Un-Link?
LDI Push to Lower Stock Exposure Reaches Its Destination
The de-risking trend has seen equities cut in half since 2008, to around 30% of assets, and Milliman thinks that’s where it will stay.
This Decade Will Be a Downer for the Stock Market: Heard That One Before?
Historically, bad news and painful slumps like today’s inspire blah predictions. Funny thing how wrong they’ve been.