Private credit, real estate, emerging markets. Here are the ways CIOs at HOOPP, the James Irvine Foundation, and two others are solving the allocation puzzle.
With good results in hand, he is shifting the allocation of his California transit agency pension fund and health care trust, aiming for still better performance.
Check out the Bond King’s model portfolio designed to hedge against inflation and—oh, yeah—deflation, too.
Despite small interest payments and not much price appreciation potential, many investors say it does deliver in this one area.
They don’t pay much interest, and future price appreciation is so not happening. Still, they have their uses.
US businesses that lack the income to pay their huge debt service, kept alive by more borrowing, are on shaky ground, Deutsche Bank Securities’ Sløk warns.