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.
Tag: Bonds
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.
Alternatives
GIC Snaps Up Logistics Assets in India, UK
The Singapore sovereign wealth fund entered two joint ventures this month to acquire and develop warehouses and distribution centers in major commercial hubs.
Market Moves
Post-Virus, It’s Back to the Way Things Were, Right? Not Quite
Investing will be somewhat different in the world after the pandemic, Capital Group says.
Market Moves
ETFs on the March: Huge Inflows in September Set Up 2020 for Near Record
They gathered $35.2 billion last month, which should make this year second only to 2017’s blowout.
Asset Allocation
GIC Leads $500 Million Funding into Consumer Credit Unicorn Affirm
The Singapore sovereign wealth fund previously invested in the fintech startup from PayPal co-founder Max Levchin.
Who Needs Bonds Anyway?
They don’t pay much interest, and future price appreciation is so not happening. Still, they have their uses.
Risk
CFOs: Don’t Look for a Swift Economic Recovery
A minority of the financial officers expect the US economy to improve by 12 months from now, a Deloitte survey says.
Alternatives
Grim Outlook for Singapore Sovereign Wealth Fund after Poor Returns
GIC will continue to diversify with defensive strategies, including investing in rental and manufactured housing, data centers.
Market Moves
A 60-40 Portfolio Is Still the Bomb, Says Vanguard
Some have questioned the conventional asset split, but its performance during this messy year shows its worth, the firm declares.
Risk
Attack of the Zombies: Potential Deadbeats Are Almost 20% of Companies, Says DB
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.
Coronavirus - COVID-19
Dalio Says Holding Government Bonds Now Is ‘Crazy’
Tiny or negative yields make fixed income a bad idea, hedge fund honcho declares.