Despite High Market Concentration, Investors Are Holding On
Institutions might be willing to maintain their bet on concentrated markets, if top-performing equities grind higher.
Institutions might be willing to maintain their bet on concentrated markets, if top-performing equities grind higher.
Economic growth, improving real estate fundamentals could drive a moderate recovery in real estate investment activity.
However, the future of ESG regulation in the U.S. is unclear under a second Trump administration.
Macro forces and long-term investment horizons are pushing sovereign wealth funds to move portfolios into private markets and adopt new structures.
Major investment firms such as Blackstone have pushed into business development companies, whose sizable yields are alluring.
Zach Buchwald arrives at Russell from BlackRock, while Invesco promotes Andrew Schlossberg from managing director role.
Using methods other than market value should give superior performance amid slow economic growth and rapid inflation, respondents believe.
The move will bring the fund giant’s value to $1.2 trillion, and the insurer will receive a 15% stake in the acquirer.