Whatever Happened to the “Great Rotation”?
It was all about equities. And then it wasn’t.
News Archive: Apr - 2013
Infrastructure Returns: What Factors Matter?
A long-term study evaluates the factors that infrastructure investment returns are—and are not—sensitive to. The results might surprise you.
Lean Times for New PE Managers
Private equity fundraising is strong overall, but Preqin data shows that few investors are taking chances on first-time managers.
Hong Kong Hedgies Luring Institutional Cash
Hedge fund assets are growing in Hong Kong – which investors are buying in?
UK’s Nest Plans Innovative Illiquid Asset Recycling Strategy
New DC strategy could change how schemes deal with illiquid assets
US Housing Market About to Crash, Warns Hank Paulson
The former Goldman Sachs and US Treasury boss says without reform to Freddie Mae and Fannie Mac, the US housing market will return to its 2008 sickness.
Strewth! Wealthy Aussies to Be Taxed On Superannuation Earnings
Tax concession changes will hit those receiving more than A$100,000 a year – but could sustain the trillion dollar industry.
The $20B Club: Paying In, Even When They Don’t Have To
The 19 corporate pensions Russell tracks with liabilities surpassing $20 billion took pro-active steps to reign in deficits last year.
Japan Moves the Needle on QE
ETFs, real estate, and even more bond-buying – Japan gets serious on QE.
Volatile and Underperforming: The Disillusionment of Ucits Hedge Funds
Ucits hedge funds are liquid and investors’ assets should be secure, but that may be their problem.
Forget BRICs, JGBs Are the Smart Call, Says BoA Merrill Lynch
Investors should target Japan, Germany and bank stocks for the next quarter.
ATP Decries Financial Transaction Tax
Hot on the heels of a report warning the Financial Transaction Tax would lead pension schemes to increase their use of derivatives, ATP’s co-CIO Anders Hjaelmse Svennesen confirms he is already considering using more derivatives to keep the fund's tax bill down.
Insurers Face Extended Gloomy Investment Outlook
Insurance companies need a way to get better returns on their investment and think alternatives might be the key.
S&P 1500 Deficits Down (But No Cigars Yet)
Company pension deficits are down, but keep that champagne on ice for the moment.
Ford Foundation Associate Director Departs for AQR
Chris Doheny is now a vice president at AQR Capital Management, and the $11 billion foundation is accepting resumes for his replacement.