Manager Selection
Allocators Plan to Boost Consultant Use, Cerulli Says
More than a third of asset allocators will up their usage or hire consulting firms for the first time, a survey finds.
Tag: Volatility
Risk
There’s a Better Way to Harness Risk Parity Strategies, Says NISA
Leverage can distort managers’ results, making them look better than they are, its study charges.
How Come Volatility Is So Darn Wild?
Lots of bad news is one reason. But changes in the market’s structure figure in, too.
Newsmakers
Norway’s Sovereign Wealth Fund Loses $71 Billion in Q1
The fund’s investment portfolio declined 4.9% due to market volatility caused by “geopolitical turbulence.”
Newsmakers
New York Common Returns 4.74% in Q3
This quarter’s returns were significantly better than the last one’s.
Risk
The Case Against a Bear Market, Per Ned Davis
Stocks have had a rotten start this year, but they won’t get too much worse, the research firm says.
Risk
Look Sharpe, Says Goldman: Stocks That Thrive Amid Volatility Will Have a Good 2022
With slower economic growth and higher rates, these shares should handily outpace the S&P 500, the firm contends.
Risk
Risky Business Leads to $1 Billion Trading Loss, Charges for Fund Execs
SEC alleges portfolio managers misled investors about risk management practices.
Alternatives
Investing in Bitcoin Is Like a Venture Capital Play, Virginia Pension Chiefs Say
Allocators from two Fairfax County plans favor managers with a ‘multi-strategy approach’ to both VC and cryptocurrencies.
Market Moves
Look Out: Higher Volatility Is Gonna Hit US, UBS Says
Virus jitters, higher growth and inflation, and a record-setting market will amp up the fear gauge, the bank warns.
Alternatives
Alts Grow Bigger and Bigger in Institutional Portfolios
Some 86% now invest in alternatives, says Nuveen survey.
How Jeffrey Gundlach Gets Ready for Higher Rates
Check out the Bond King’s model portfolio designed to hedge against inflation and—oh, yeah—deflation, too.
Market Moves
Here’s the Case for Market Optimism, Built on a Virus Retreat
Commonwealth’s McMillan lays out the road back to normal. Hey, investors seem to agree.
Growing Number of Pension Funds, Endowments, Foundations Adding Bitcoin to Portfolios
The digital asset is gaining more acceptance among institutional investors.
Why Wild and Crazy Bitcoin May Become a Pension Portfolio Fixture
Retirement funds and other institutions are gradually warming to cryptocurrencies.