In Focus

Shop Talk July 11, 2019

Ee Aye, Ee Aye, Oh: How Farm Investing Appeals to Pension Funds

It checks the boxes: diversification, non-correlated, steady demand. But watch out for Mother Nature.

Market Drilldown July 9, 2019

Why Quant Strategies Are Struggling

Topsy-turvy times aren’t a good fit for math-based models.

Market Drilldown July 2, 2019

The 4 Most Promising Second-Tier Emerging Markets

Bigger names like China and India get the attention. Then there are EMs one rung down, overlooked yet harboring breakout potential.

Market Drilldown June 25, 2019

The Malls Get Mauled: Will Retail Real Estate Recover?

While stores are closing like crazy, courtesy of Amazon, what remains after the shakeout should be a decent investment.

Shop Talk June 20, 2019

How Green Is My Bond?

New environmentally friendly issues are in high demand, but not all of them are as good as advertised. How to know the difference.

Market Drilldown June 18, 2019

Inflation Is Dead: What’s Needed to Reanimate It?

A growing younger population and rich emerging markets could return it to life. Meanwhile, expect a decade or more of quiescence.

Shop Talk June 13, 2019

OP-ED: Asia Investment Megatrends May Show True Opportunities

Family office investor details credit opps in Asia-Pacific: outsized alpha with downside protection.

Market Drilldown June 11, 2019

Big BBB Downgrade Damage Ahead? Maybe Not

Why the anxiety about this overstuffed bond category may be overdone.

CIO Spotlight June 6, 2019

How HOOPP’s Jim Keohane Beat the Crisis

The Canadian health care pension fund CEO, set to retire, saved the plan from the Great Recession by noticing problems ahead of time.

Market Drilldown June 4, 2019

Why Are Commodities Sliding? Blame China

Beijing already was trying to cool its economy, then the trade war struck.

Market Drilldown May 29, 2019

Why Private Equity Amps Up Takeovers of Public Companies

After hitting low point post-crisis, take-private deals surge amid torrent of new PE investments.

Shop Talk May 21, 2019

Don’t Be Fooled by Inflated Private Equity Returns

Longer-term subscription lines of credit are becoming increasingly widespread.

Shop Talk May 16, 2019

Surviving Board Politics and Conflicts of Interest

When board members choose friends as money managers, CIOs can find themselves in a bind.

Market Drilldown May 14, 2019

Private Investors to the Rescue for Ailing Infrastructure? Not So Fast

Government sources can’t do the job alone. But non-public funding may find a rocky road.

Shop Talk May 9, 2019

Endowments Unharmed by Tax Law Changes…So Far

But experts warn hit to charitable giving could merely be delayed.

Market Drilldown May 7, 2019

So, IPOs Are Disappointing? What Else Is New?

Tanked offerings by Lyft, Blue Apron, and others are all too common. Historically, many companies going public have underperformed.