Alternatives
NY State Pension Fund Commits Over $1.3 Billion in Investments in March
Nearly half, or $650 million of its monthly allocation, went toward real estate funds.
Tag: Fixed-Income
Market Moves
Expect a Further Dollar Slide, But It’ll Be ‘Mild,’ Says Currency Sage
State Street’s Aaron Hurd sketches out for our symposium how to navigate a further decline for the buck.
Asset Allocation
Op-Ed: Where Buffett and Dalio Are Wrong on Bonds
Mark Holman, CEO and portfolio manager of TwentyFour Asset Management, argues that the two famed investors are ignoring compelling opportunities in the fixed income markets.
Asset Allocation
Where to Invest in Real Estate Right Now, and Where Not to, Say 2 CIOs
Ohio SERS’s Majeed and NEBF’s Tarbox assess infrastructure, offices, retail, and more in our webinar.
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.
Research
ESG-Backing Institutions’ Fave Allocation: Investment Grade Bonds
They’re the top asset in those sustainable portfolios, with 81% opting for them, survey says.
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.
Market Moves
Vaccines and Pent-Up Demand Will Jazz Stocks, Says Paul Tudor Jones
Trend-spotter hedge fund titan predicts an economic ‘explosion’ in the 2nd quarter.
Asset Allocation
Penn SERS Redefines Fixed-Income Allocations in Liability-Driven Push
Board also approves $125 million in new private equity, real estate investments.
Asset Allocation
CalPERS Revises Fixed Income and Public Equity Investment Policies
The policies move away from return-oriented goals to being a source of liquidity and strong beta.
Asset Allocation
Fixed Income Helps Master Trusts Weather Rough First Quarter
While plans with the highest fixed income allocation outperformed peers, few were unscathed.
Asset Allocation
New York Invests $800 Million into Green Bonds, Private Credit
The state pension plan is incorporating sustainable investing across asset classes.
News
Chinese Family Offices Return 11% in 2019
Private equity is the top performer, while fixed income is the largest allocation.
Regulation
US Treasury Offers Schedule for 20-Year Bond Revival
Auctions will take place each year in February, May, August, and November.
Asset Management Culture
Illinois SURS Seeks Fixed-Income Manager of Managers
Strategies include global investment grade, high yield, global bank loans, emerging market debt.