AP7 Adds 2 Chinese Firms to Blacklist Over Large-Scale Coal Production
Three companies were removed from the list, which now totals 106 excluded companies.
Asset Allocation
Growth or Funding Preservation?
How higher interest rates are changing the investment objectives of fully funded pension funds.
Long-Duration Corporates Will Pay Off When Fed Eases, Janus Henderson Says
Buying the bonds now is a good arb play amid talk of lower rates in 2024, the firm believes.
Why Small-Caps May Finally Bust Out of Their Torpid State
Lower rates, domestic orientations and history could produce a turnaround, Lazard says.
Hedge Fund Industry Maturing, Adapting as Investors Rebalance
Rising rates and volatility favor active management, while high cash rates put pressure on fees as year-end evaluations are made.
What Is the Future of the 60/40 Portfolio?
Already a trope in transition, the traditional portfolio had a rough 2022, so modern-day allocators must evaluate all potential paths forward.
Why Tech Rally Will Spread Beyond Magnificent 7
The top stocks will get company as the rest of the technology sector joins in amid AI mania, says Wedbush’s Ives.
New York State Common Earmarks $1.9B in September Investments
More than half of the monthly commitments were made within the pension giant’s credit portfolio.
Sovereign Wealth Funds Taking Up Larger Share of Global Asset Ownership
As of 2022, SWFs make up 38.9% of total assets among the world’s largest 100 asset owners, up from 32% in 2021.
Norway’s Pension Giant Bulks Up Boston Commercial Real Estate Holdings
The $1.44 trillion Government Pension Fund Global has been investing in office real estate in the area since 2013.
Texas Constitutional Amendment Creates Endowment Fund for Newer Universities
A separate proposition enabling a cost-of-living increase to pensions for retired teachers was also approved.
CalPERS Pledges to Boost Low-Carbon Assets to $100B
The $462 billion pension giant will more than double those assets as it aims to halve the carbon-emissions intensity of its investments by 2030.
Institutional Investors Seek Low-Risk Assets, More Diversified Portfolios
An MFS Investment Management survey reveals that investors are flocking to fixed income and international equities.
OMERS Deal Values Maple Leaf Sports & Entertainment at $8B
That’s nearly five times its valuation in 2012, when Ontario Teachers’ sold its 79.53% stake for almost $1.3 billion.
Insurance Investors Rethink Approaches Near End of 2023
Investors are changing their short-term investing and broader financial operations, according to Clearwater Analytics.