Will Allocators Ever Embrace Liquid Alts?
Institutional investors mostly want to direct their non-market-correlated strategies themselves, but acceptance of these retail-oriented alternatives is inching up.
Market Drilldown
Europe’s Venture Capital Finally Flowers, Luring Institutional Investors
Why big allocators on this side of the Atlantic, like CalSTRS, CPPIB, and OMERS, are seeding Old World newbie companies.
How Pension Plans Are Investing Lucratively in Toll Roads
The cash flow is solid, except for occasional problems like pandemic-reduced traffic volumes.
Exclusive: Why Sam Zell Is Bullish on Offices—But Won’t Invest in Them Anymore
And where the Grave Dancer is branching out into other things instead, juggling businesses like logistics, health care, and energy.
How to Invest in Growth Leader China and Promising Distant Rival India
CPPIB and CalSTRS are among the many institutions that have put money into the expanding Asian economic powers.
Chamath Palihapitiya Weighs Lessons from a ‘Tough Week’
With his deals seeing double-digit declines, the venture capital star encourages fellow investors not to be afraid of making changes.
World Trade Post-Pandemic: Same Old Problems, Now Worse
A surging China elbows others, the deficit-burdened US struggles, and Brexit is in the pits.
One Year Later: 5 Ways the Pandemic Has Changed Investing
A suffering economy, a generous Washington, the homebound blues—all have played a role in scrambling the field over the past 12 months.
How Jeffrey Gundlach Gets Ready for Higher Rates
Check out the Bond King’s model portfolio designed to hedge against inflation and—oh, yeah—deflation, too.
Growing Number of Pension Funds, Endowments, Foundations Adding Bitcoin to Portfolios
The digital asset is gaining more acceptance among institutional investors.
Everybody Says Higher Interest Rates Are Coming … But When and By How Much?
There are three reasons why, after long dwelling at subterranean levels, the cost of money will eventually poke its head up.
Post-COVID, What’s on the World Scene That Could Muck Things Up?
Geopolitics will continue to roil the investment landscape for US investors, experts warn.
Investors’ Dilemma: Buy Stocks in Growing China, or Not?
Beijing’s hard-line policies and investing hurdles complicate the decision.
Index-Besotted Institutions Miss Out on Good Deal: Stock Pickers
Sure, passive beats active hollow overall, but ferreting out the market beaters is worth it. Some pension funds heartily agree, some really don’t.
Is Hydrogen the Great Renewable Hope?
Institutional investors are wary of betting on the gas until it proves itself, as the technology is nascent. But its stocks are surging anyway.