Why Japan Is a Good Investment Destination Now, Says Preqin
The country’s stocks are up and affordable, plus the dollar remains strong.
Asset Allocation
Hedge Funds Had Good Returns in February, but Investors Pulled Money Out Anyway
The 2.2% investment performance did not seem to matter, although a Nasdaq eVestment report shows that the outflows were concentrated in a few large funds.
Tech Stocks Lead Norway’s Pension Giant to 6.3% Return in Q1
Equities help spur the $1.6 trillion Government Pension Fund Global’s nearly $110 billion investment gain during the quarter.
Wellington Management Closes $385 Million Climate Innovation Investment Fund
The fund will primarily invest in late-venture and early-growth companies.
WTW to Launch £450 million Private Equity Long Term Asset Fund
The fund will receive commitments from WTW’s LifeSight defined contribution pension master trust but requires approval from the UK's Financial Conduct Authority.
Long-Lagging Venture Capital Shows Signs of Possible Turnaround
U.S. venture fund returns remain negative, but valuations are up and two recent high-profile VC-supported IPOs did well, a PitchBook report finds.
What Do Allocators Like in Choosing Hedge Funds?
A thumbs-up for long-short and market neutral, and down for ESG and crypto, says Agecroft Partners.
Tech Stocks Fuel Chicago Police Pension’s 11.8% Return in 2023
Despite double-digit gains that raised the fund’s value to nearly $3 billion, the returns fell just short of the pension benchmark’s performance.
Ned Davis Snubs Cash Investing, Lauds Stocks and Gold
Research firm overweights equities and bullion, amid pending rate drop.
New York State Pension Commits $550M in February
More than $400 million of the investment was made within the pension fund’s real estate portfolio.
Oregon Enacts Thermal Coal Divestment Law
The COAL Act, signed this week by the governor, is expected to enact thermal coal divestments from the state’s pension fund.
Why Private Credit May Not Be as Good as It Looks
Factor in risk adjustments and fees, and this fast-growing asset class’s high returns get whittled down, an academic paper finds.
Japan’s GPIF Seeks to Boost Excess Returns by Resuming Foreign Stock Lending
After ending the practice in 2019, the pension giant is bringing it back with added countermeasures to avoid ‘empty voting.’
How to Invest in the Future of Artificial Intelligence
What’s next after chatbots? Practical, perhaps profitable, uses, such as in health care, power generation and manufacturing.
Are Esoteric Asset Classes the New Hedges?
Opportunities are expanding in niche asset classes, from whiskey to art to intellectual property.