Despite US constraints and pandemic headwinds, odds are they’ll spring back to their old growth level, analysts say.
Which young companies have the chops to be tomorrow’s stars? We ask canny strategists for their picks, and their methods.
The hedge fund honcho, who also has had his duds, combines a composed demeanor under fire and an appetite for enormous risk.
Investors could see either a 1970s-style double-digit ripsnorter, a return to a more normal level, or something in between.
Disrupters focused on the ‘internet of things’ could be the ones to knock over today’s kingpins. Recall the fates of IBM and other one-time heavyweights.
Ever since the SEC’s spring crackdown, these once-popular investments have wilted. But their excesses are being leached away.
Infrastructure such as bridges and tunnels, plus farmland and other natural resources, is winning new favor.
This battered asset class should benefit from a host of new developments—such as a weaker dollar.
Many institutions, wary of the asset class’s notorious volatility, keep their exposure low despite raw material price climbs.
His hedge fund firm, Citadel, has thrived for the past 30 years, thanks to his data-driven zeal—and an early start. Way early.
Institutional investors mostly want to direct their non-market-correlated strategies themselves, but acceptance of these retail-oriented alternatives is inching up.
Why big allocators on this side of the Atlantic, like CalSTRS, CPPIB, and OMERS, are seeding Old World newbie companies.
The cash flow is solid, except for occasional problems like pandemic-reduced traffic volumes.
And where the Grave Dancer is branching out into other things instead, juggling businesses like logistics, health care, and energy.
CPPIB and CalSTRS are among the many institutions that have put money into the expanding Asian economic powers.