The Ultimate Diversifier: What Real Assets Are Gaining in Allocator Portfolios
Infrastructure such as bridges and tunnels, plus farmland and other natural resources, is winning new favor.
Tag: bonds
Asset Allocation
Stocks Usually Stink in August, but Bonds…
Fixed income benefits from equities’ worst month, LPL says.
Asset Allocation
Big Tech Is Too Expensive? Don’t Believe It, Says Cooperman
The billionaire investor thinks high P/Es now offer a better deal than in the future, when they’ll rise more.
Opinion
Op-Ed: The Foundation of a Balanced Portfolio May Be Shifting — Here’s What to Look For
Noah Weisberger, with PGIM, lays out three scenarios for how Fed and fiscal policy could change the way bonds act to hedge equity risk.
Market Moves
Calm Corporate Bond Market Shows Everything Is OK, Says LPL
Tight spreads to Treasurys plus low yields show investors aren’t worried about the economy, strategist Gillum finds.
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.
Asset Allocation
GIC and Equinix to Pump Extra $3.9 Billion into Data Centers
When completed, the global portfolio will be valued at more than $6.9 billion and will service the world’s top cloud service providers.
Asset Allocation
Locus Raises $50 Million in Funding Round Led by GIC
The supply chain and machine learning company is looking to cut costs in the growing warehouse and logistics sector.
Former Live Well CEO Convicted in $200 Million Bond Fraud
Michael Hild allegedly called his scheme to mismark bonds a ‘self-generating money machine.’
Asset Management Culture
David Swensen, Yale’s Iconic Endowment Chief, Dies at 67
He pioneered the push into alternative assets, now popular among institutional investors.
Tactical Shifts: How Institutional Investors Are Adjusting Asset Mixes Now
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.
How CIO Sean Bill Is Successfully Revamping His Portfolio
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.
Market Moves
Owning Bonds Is ‘Stupid,’ and They’re in a ‘Bubble,’ Says Ray Dalio
Small yields, high prices, and too much supply spell trouble, hedge fund chief warns.
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.
Asset Allocation
Special Report: What Low-Paying Fixed Income Still Gives Us: Ballast
Despite small interest payments and not much price appreciation potential, many investors say it does deliver in this one area.