How to Allocate Your Assets, by Top Consultants
Class of 2023 Knowledge Brokers give their thoughts on allocation strategies in a higher-interest-rate world.
Tag: Alternatives
Alternatives
Schroders Capital Launches $30B Credit and Debt Business as Asset Owners Flock to Alts
The new unit will deal in real asset debt, structured and corporate credit, specialty finance and impact lending.
Asset Allocation
How Institutional Investors Are Thinking About Alts
CIO’s NextGen honorees share their thoughts on a range of alternatives, from venture capital and private equity to private credit and infrastructure.
News
Global Pension Assets Tumbled 17% in 2022, Worst Fall Since 2008
Simultaneous drops for stocks and bonds hit plans in the U.S. and around the world after a long, steady rise, WTW says.
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.
Asset Allocation
BlackRock Touts Its Ideal Asset Mix to Hit Allocators’ Target Returns
The best chance of reaching a 7.5% gain is to go heavily into bonds, its study contends.
Research
Alternative Investment Professionals Survey Respondents: Recession Imminent
Nearly three-quarters of alternative investment professionals believe the U.S. is already in a recession or will enter one by year’s end, an EisnerAmper survey finds.
Asset Allocation
Why Have Stocks and Bonds Been Correlated Lately?
In three decades, both asset classes went south at the same time in only nine quarters, and two of them occurred this year, says Panama’s Santiago.
Despite Headwinds, Institutions See Opportunities
Private market returns have come down off the highs, but institutional investors are keeping the faith.
Asset Allocation
Amid the Gloom of Q1 2022, Alternatives Offer Some Optimism
Wilshire and BNY Mellon both report that plans with heavy exposure to alternatives were more resilient this quarter.
Asset Allocation
A Latvian State-Funded Pension Invests in Venture Capital for the First Time
The move is part of a growing trend of Baltic institutional investors looking to alternatives.
What Makes the Yale Model of Investing So Successful?
The heavy focus on alternatives is just one piece of the picture.
Manager Selection
What Will Differentiate the Best Alternatives Investors in the Next 10 Years?
We ask Anton Pil, global head of alternatives for JPMorgan Chase & Co.
Why Airports Hold Promise for Asset Allocators
Despite US constraints and pandemic headwinds, odds are they’ll spring back to their old growth level, analysts say.
Corporate Moves
Yale Chooses CIO from Within
Venture capital director Matthew S. T. Mendelsohn has been tapped to lead the $31.2 billion endowment.