Asset Allocation
‘Bonds Are Back’: Allocators Eye Elevated Returns
Higher interest rates have turned fixed income from a ho-hum investment into the hot new thing. Just ask LACERA.
Tag: Fixed-Income
Pensions
Swedish Pension AP1 Loses 8.6% in 2022
Despite alts gains, fixed income and equities weigh down portfolio, contributing to investment losses of nearly $4 billion for the year.
Pensions
Ohio State Pension Approves New Asset Allocation
OPERS increases its exposure to alts and U.S. equities, while cutting back on fixed income and foreign equities.
Asset Allocation
DoubleLine: How to Construct a ‘Better Mousetrap’ Trend-Following Portfolio
The noted bond house cobbles together all kinds of asset classes, using diversification to mitigate risk and also ride momentum.
News
Northern Trust Asset Management adds Veteran Fed Economist to Fixed Income Division
Antulio Bomfim joins the firm in a newly created role as head of the global macro group.
Research
What Ails the Stock Market: A Stimulus Hangover
Bank of America puts a $13.5 trillion price tag on Washington aid, which set the U.S. up for its current economic travail.
Newsmakers
New Co-CIOs give Fixed Income New Vigor at MFS
MFS appoints two new co-CIOs to its $94 billion fixed income division.
Asset Allocation
Factors Grow in Popularity Among Investors, Study Says
Using methods other than market value should give superior performance amid slow economic growth and rapid inflation, respondents believe.
Newsmakers
Voya Investment Management Names Matt Toms First Global CIO
Toms, formerly the firm’s fixed income CIO, will oversee $330 billion in assets under management.
Risk
Here’s Where to Find Opportunities Amid Slow Growth, Says Report
Private equity, hedge funds and high-yield bonds are promising investments for the future, Northern Trust Asset Management advises.
Inflation, Duration and Frustration: Investing in a Risk-Filled Fixed-Income Climate
Past havens such as emerging markets offer little protection, so investors are considering high-yield bonds and high-quality equities.
Asset Allocation
NY State Pension Allocates Over $1 Billion to Alts in July
The pension fund committed nearly $500 million to real assets during the month.
Asset Allocation
CalSTRS Moves to Lower Holdings of Carbon Emitters
Pension fund wants to halve its investment exposure to them by 2030.
Asset Allocation
San Bernardino County Moves to Trim Foreign Stocks
The California county’s plan, already low on equities, reduces its stock allotment further due to the world’s troubles.
Asset Allocation
New York Common Retirement Fund Commits Over $1.5 Billion in May
The pension fund increases its private equity investments while cashing out $500 million within its public equity portfolio.