Newsmakers
Ontario Pension Fund Pledges Net-Zero Emissions by 2050
The $89 billion OMERS will follow the advice of the Task Force on Climate-related Financial Disclosures.
News
Newsmakers
Will Jolly Old Saint Nick Visit the Stock Market This Holiday Season?
Statistically, there’s usually a Santa Claus rally right after Christmas, and it’s a good one, says LPL’s Detrick.
Asset Allocation
Insurance Firms Seek Out Sustainable Investments for Higher Yields
A report finds climate change and a low-return environment are spurring ESG investing among insurers.
Risk
More Bad Inflation News: The Fed’s Favorite Metric Climbs
The PCE popped up 5.7% in November, continuing its higher trend.
Newsmakers
Who Are the New Candidates for CalPERS’ Spring 2022 Special Board Election?
One candidate has a background in tax assessment, while the other comes from public transit.
Risk
Look Sharpe, Says Goldman: Stocks That Thrive Amid Volatility Will Have a Good 2022
With slower economic growth and higher rates, these shares should handily outpace the S&P 500, the firm contends.
Asset Allocation
The Case for Why REITs Will Continue to Do Well
After a boffo, market-beating 2021, they should enjoy good growth ahead due to growing demand and tight supply, says BCA. Like data centers.
Regulation
DOL Warns Retirement Plans to Be Cautious About PE Investments
The Department of Labor is concerned fiduciaries will misinterpret its earlier June 2020 letter.
Newsmakers
Hawaii ERS Has a Strong First Quarter
The fund’s unique risk strategy is paying off right now.
Risk
Positive Pandemic News Lifts Stocks, as Moderna Touts 3-Dose Regimen
The biotech firm says its booster shot gives good protection against Omicron.
Newsmakers
Allocator Insights Webinar Dec. 21: Debriefing Tools and Tactics
Four top allocators will vet ideas they’re considering for an evolving investment landscape.
Asset Allocation
Embattled Cathie Wood Talks Her Disruptive Book
Her innovation stocks are in the tank now, but she says that’s temporary—and her favorite names are a bargain.
Asset Allocation
Tiger Global Makes First Investment in Pakistan
Investments in Pakistani fintech startups are up 437% when compared to last year, according to Bloomberg.
Risk
Triple Witching Adds to Market’s Woes Today
Quarterly options and futures expirations almost always amp up volatility.
Manager Selection
CalPERS Holds Second-Round Interviews for New CIO
The pension giant has been without a chief investment officer since August 2020.