Credit Investments to Watch: Private Credit, Securitized Credit, and Alpha-Oriented Mandates
Asset owners should dig their heels into renewables financing, bank capital relief trades, and other less ‘vanilla’ strategies, says Willis Towers Watson.
Alternatives
Coinbase Has a Splashy Debut, Bitcoin Is Soaring … But Fund Managers Are Downbeat
Mutual fund chiefs overwhelmingly think Bitcoin is a bubble that will pop, BofA survey shows.
Alts Grow Bigger and Bigger in Institutional Portfolios
Some 86% now invest in alternatives, says Nuveen survey.
Special Report: How City Office Centers, Written Off as Relics, Will Return, Post-Pandemic
The urban workspaces of the future are going to see more personalization, more automation, and more focus on health and wellness.
Stock-Driven Hedge Funds Were Popular in 2020
Pension plans and other big investors favor the alpha-generating chops that equity strategies showed in the bull market, an Agecroft study shows.
Cryptocurrencies Still a Speculator’s Game, Warns S&P Global
But central bank digital currencies could disrupt the banking industry’s business model.
Forget Offices, Invest in Life Sciences Real Estate, Report Says
Spaces for pharmaceutical research and medical device development can generate cash flow, as well as offer downside protection, according to Willis Towers Watson.
Wisconsin Treasurer Recommends Creating State-Run Retirement Plan
Auto-IRA program WisconsinSaves would provide all workers access to a retirement benefit.
Denmark’s ATP Makes Forays into Social Bonds
The pension giant dipped its toe into the increasingly popular instruments with a €95 million investment in 2020.
So … Is Bitcoin Going to Replace the Dollar?
Not a chance, says Fed’s Bullard, invoking history to slam alternate currencies to a dominant greenback.
Private Equity Firms Expect Wave of M&As in Second Half of 2021
The increased pace of COVID-19 vaccinations and the specter of a capital gains hike are expected to spur activity.
Private Equity Firms Aim to Double Down on Tech in Post-COVID-19 World
Their focus on sustainable investing is also increasing, according to annual Ernst & Young survey.
Ackman, Griffin, Coleman Are Among Hedge Fund Bigwigs Who Cleaned Up in 2020
These guys were among 15 who personally pocketed $23 billion from their investing scores, a Bloomberg tally shows.
Oxford University, GAV Start Conservation Venture Capital Fund
The fund has been seeded with a $25 million special purpose investment vehicle.
Tips from Druckenmiller: Commodities, Asian Stocks, Big Tech
Despairing of US policy and low interest rates, the billionaire investor makes his case.