Asset Allocation
Rhode Island Pension Returns 3.8% in 2020 to Hit Record-High Asset Value
‘Crisis Protection Class’ defensive strategy helps portfolio double benchmark’s return.
Tag: COVID-19
Alternatives
Institutional Investors Boosting Hedge Fund Allocations, Survey Finds
Allocators leery of a second half downturn are diversifying portfolios with the asset class.
Market Moves
The Federal Deficit Is a Forgotten Menace, Cooperman Says
Billionaire hedgie knocks Trump’s pre-recession big spending.
Pensions
Church Pension Fund Asset Value Declines by $500 Million in 2020
Episcopalian fund beats benchmarks over longer term, but misses targets.
Asset Allocation
COVID-19 Relief Packages Help Fuel Ultra-Low Interest Rates
EIOPA warns that persistent low rates pose a ‘systemic risk’ for insurers.
Research
Increased Investor Risk Appetite Spurs Endowment Index Q2 Rebound
Index jumps 15.40% after plunging more than 20% during the first quarter.
Market Moves
Global Green Bond Market Set to Explode
EU’s COVID-19 recovery plan could spur climate-friendly fixed-income volume to nearly double almost overnight.
Asset Management Culture
Public Pensions Face a COVID-19 Conundrum
Scholars disagree over how to deal with the threat of exhausting a plan’s assets.
Market Moves
Stock Market Will Be Flat for a While, Says Bob Doll
Flanked by giddy bulls and gloomy bears, the Nuveen strategist looks for an earnings rebound in the fourth quarter and a lessening of the virus’ malign effect.
Market Moves
Economic Pain May Last for Years, Shiller Warns
Psychological effect of persistent virus could make businesses and consumers overly cautious, hurting GDP, the economist says.
Alternatives
Private Equity Investments Withstand COVID-19 Slowdown
Survey finds pandemic has had little effect on capital structure of private equity funds.
Market Moves
Tail Risk Hedges Are Vital for Investors Now, Argues Black Swan Theory Guy
Things are so unpredictable that buffering yourself against unknown surprises only makes sense, says Nassim Nicholas Taleb.
Research
Less Tax-Efficient Funds Cost UK DB Plans £250 Million Yearly, Study Finds
Researchers say pensions must invest in tax-transparent funds, insurance policies to be eligible for tax advantages.
Coronavirus - COVID-19
UK Retirements Could Be Postponed Due to Pandemic
Research from Aviva finds that some may have to spend more of their life working because of COVID-19.
Asset Management Culture
After a Spotty Run, John Paulson Quits Hedge Funds
Famed investor, who triumphed shorting the housing market in 2008, is the latest to shift into a family office, amid hard times for hedgies.