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So When Will Stocks and Bonds Un-Link?
It’s a rarity for the two main asset classes, almost always negatively correlated, to perform a duet. Here’s what allocators can do about that.
However, Pitchbook warns that growth from alternative investments ‘could be more mirage than oasis.’
The Ivy gains 7.6%, UVA earns 5.3%, and the Pacific Northwest school increases only 1.1%.
But endowment’s $9.6 billion portfolio outperforms over five, 10, and 20 years.
Plans returned 1% for quarter, 4.58% for year, says Wilshire Trust Universe Comparison Service.
Market volatility, active management worked against all plan types.
Quarterly return of 8.26% provides strong rebound from 2018’s dismal Q4.
Strong performances from all major asset classes leads to seventh quarter in a row of positive gains.