Asset Management Culture
More Investors Are Allocating to Emerging Alternatives Managers
The lack of in-person meetings did not dampen interest in smaller firms, which are putting themselves out there through Zoom.
Tag: Infrastructure
Newsmakers
Dimon Slams Dem Plans to Remove Lid on State, Local Tax Write-Offs
The JPM chief says lifting the cap would only benefit the wealthy, with their huge property levies.
How to Invest in Growth Leader China and Promising Distant Rival India
CPPIB and CalSTRS are among the many institutions that have put money into the expanding Asian economic powers.
Alternatives
Alts Grow Bigger and Bigger in Institutional Portfolios
Some 86% now invest in alternatives, says Nuveen survey.
Asset Allocation
Exclusive Coverage: Why the US Dollar Will Stay on Top
Celebrated economist Dambisa Moyo, at a CIO virtual event, describes how America’s strengths should outweigh its downsides, to the buck’s benefit.
Newsmakers
Bolstering City Infrastructure ‘Imperative’ to Recovery, Says Kamala Harris
The vice president outlines the Biden administration’s goals as it prepares a plan to build everything from railways to tidal walls.
News
Canadian Pensions Adapt Investment Strategies for Post-COVID-19 World
Asset managers are expected to shift funds to private equity from infrastructure and to increase in-house management.
Alternatives
Real Estate Offers Opportunities for Private Market Investors in 2021
Mercer says investors should increase their risk appetite and consider allocating to real estate this year.
Asset Allocation
CPPIB, AustralianSuper, UniSuper Invest in US Toll Road
The pension heads in Canada and Australia believe the infrastructure assets will guard against inflation.
Infrastructure Boosts Canadian Plans, Why Not US Ones?
These vital physical assets are a steady-returning opportunity that American pension programs under-utilize, fans say.
Market Moves
How a Trump or Biden Victory Might Affect the Economy
S&P Global Ratings analyzes the candidates’ differences and ‘surprising similarities.’
Alternatives
Canada’s BCI and Others Invest $3.4 Billion in Indian Telecom Tower Venture
The Canadian institutional investor acquired a portfolio of 175,000 cell towers in the world’s second largest telecommunications market.
Research
How COVID-19 Will Change the Investing Landscape
CPPIB says it’s critical for long-term investors to understand ‘generational shifts’ caused by the pandemic.
Alternatives
Toll Roads Face Long Road to Recovery: Bad News for Funds Eyeing Infrastructure
The typically stable asset class has been hit as traffic levels have dropped 40% to 85% globally, S&P analysts say.
Institutional Investors, Asset Recycling, and the US Infrastructure Agenda
Infrastructure is a hot topic in the upcoming fourth coronavirus stimulus package, and the world’s wealthiest asset managers, bearing an appetite for portfolio resiliency and diversification, could be of great assistance.