Asset Allocation
Institutional Investors Double Down on Private Assets
Schroders says the pandemic exacerbated the need to diversify away from equity/bond market volatility.
Tag: COVID-19
Asset Allocation
COVID-19 ‘Fault Lines’ Cause IMF to Downgrade Forecast
Supply chain disruptions and inflation pressures weigh down the World Economic Outlook.
Manager Selection
Get Ready for an Earnings Slowdown
Why Ned Davis says EPS, super-charged now, will decelerate.
Alternatives
Op-Ed: The Green Gambit—Investing for Corporate Strategic Advantage in the Post-COVID-19 World
Alan Martinovich, with global management consultancy Arthur D. Little, says now is the time to make intentional moves that will drive green transformation.
3 Inflation Scenarios: How Bad Could It Get?
Investors could see either a 1970s-style double-digit ripsnorter, a return to a more normal level, or something in between.
Coronavirus - COVID-19
Teamsters’ Pension Lawsuit Could Thwart Vaccine Mandates
The union says its pension fund’s mandatory vaccine policy violates collective bargaining agreements.
Corporate Moves
St. Louis Pension Trustee Removed for Online Posts, Fraud Accusations
Former police sergeant made claims in Facebook posts that COVID-19 didn’t cause disabilities.
Pensions
Senate Bill Targets Women’s Retirement Savings Inequities
The Women’s Retirement Protect Act aims to close the gender gap by amending ERISA.
Global Equities Spur Endowment Index 6.17% Higher in Q2
Its performance just beat the 6.11% gain posted by a 60/40 stock/bond portfolio.
CEO, CTO Accused of Misleading Investors on COVID-19 Test
Parallax Health Sciences and the two executives settled charges related to claims the company made about a coronavirus screening test.
Asset Allocation
GIC Invests $1 Billion into Grifols’ Plasma Business
The funding buys the Singapore sovereign wealth fund a minority stake in the health care firm.
Market Moves
Welcome Big Tech Back to the Head of the Class
Amazon, Microsoft, and the gang are posting better returns and will keep on rising, says Barclays.
Research
Pandemic Magnifies Demand for Retirement Income
A BlackRock report finds plan participants and sponsors are increasingly seeking a steady retirement income stream.
Pensions
Despite Market Rebound, Rising Unemployment Hurt Public Pensions
A report from the Center for Retirement Research finds that layoffs led to increased contribution rates.
Pensions
Market Rebound Spurs Record 33.55% Return for NY State Pension Fund
Equities helped boost the investment portfolio’s asset value by more than $60 billion to $254.8 billion.