Global Geopolitical Realignment Has Long-Term Investing Implications
Investors are seeking safe havens and new geographic opportunities as the world becomes more fractured.
Investors are seeking safe havens and new geographic opportunities as the world becomes more fractured.
Yields are high, and well-fixed institutions back them, but what happens in a recession?
Class of 2023 Knowledge Brokers give their thoughts on allocation strategies in a higher-interest-rate world.
The tiff over Brookfield’s new acquisition underscores the pros and cons.
Despite the ongoing hacker threat, some customers are pulling back on digital defense spending.
Some allocators and managers are doing this, expecting a price pop ahead and collecting nice interest payouts along the way.
They describe how higher rates have elevated the once-ignored asset class into a vital position.
The big yield advantage they enjoyed over developed countries’ debt issues has narrowed, but EM paper retains other pluses.
As more GPs pursue continuation funds, institutional investors are faced with new questions about the overall risk levels in their portfolios.
The popular investment may suffer from an economic dip and other changes in the financial scene, critics warn.
Amid an attrition trend and a performance lag, the smaller operators are closing.
Several money managers now offer tokenized funds to investors, while other firms are exploring ways to utilize tokenization for clients.
Prices are down and dire forecasts abound, but asset owners plan to modestly boost their CRE exposure.
War and international tension spell increased arms spending and, thus, higher military contractor share prices.