Alternatives
Private Capital CFOs Face Growing Demand for Transparency
Fund financing, reporting and risk management are investors’ top concerns, according to a CSC survey.
Tag: Liquidity
Risk
Focus on Liquidity Risk Sharpens as Slower Private Equity Distributions Persist
Over-allocations, public market concentration, and questions about the cost and sources of funding all lead to questions for investors.
Risk
Allocators Focus On Risk Management in Increasingly Complex Environment
Geopolitics, trade conflicts and persistent inflation are top of mind for investors.
Asset Allocation
Need for Tax Optimization, Liquidity Could Change ‘Endowment Model’
Higher tax bills may change the risk/return profile for a variety of asset classes that have long been favored by endowments and foundations.
Alternatives
Opportunity Awaits Asset Owners in Tokenization
Blockchain-based investments could provide liquidity and operational efficiency for institutional investors.
Asset Allocation
Troubles Ahead? Allocators Say They Are Ready
In a Mercer survey, asset owners say they feel ‘resilient’ about market risk and inflation.
Opinion
The End of Easy Money: Institutional Investors and the Private Markets
It will take time for the system to work through what is effectively a liquidity queue.
Cash Gets a Bigger Role for Institutions, NextGen Honorees Say
They describe how higher rates have elevated the once-ignored asset class into a vital position.
Research
Survey: Allocators See 2023 Opportunity in Bonds
Fixed income should benefit from rate increases, Natixis poll finds.
Risk
Why Bond Liquidity May Be Headed for Trouble
As Yellen warns of problem selling the obligations, fixed-income volatility resembles that of stocks. Other hazards lurk.
Risk
5 Ways to Supercharge a Portfolio Against a Blah Tomorrow, per CAIA
The group assembles an allocation strategy designed to overcome the meager results expected ahead.
News
Private Credit: Too Risky? Not for Asset Allocators
Moody’s takes a dim view of direct lending, but the asset’s safety record is pretty good.
Risk
Bubble, Bubble: How Bad Will the Bull Market’s Demise Be?
With the market at a record, thoughts of the abyss are rife. Richard Bernstein lays out this dreary view.
Asset Allocation
Institutional Investors Double Down on Private Assets
Schroders says the pandemic exacerbated the need to diversify away from equity/bond market volatility.
Market Moves
Archegos Fiasco Was One of 3 ‘Near-Misses’ This Year, Says El-Erian
Celebrated Allianz economist points to GameStop and hedge fund debacles as potential market torpedoes.