Private equity investment in the insurance industry is affecting how some view risks in the pension risk transfer market, while others say it will broaden the PRT sector’s appeal as a diversification tool.
Investors in the in-vogue asset class hope that rising yields will boost their take.
Over the past three decades, reliance on a handful of big stocks (like we have now) does not end well, according to the CFRA strategist.
A huge transfer from Lockheed cemented its lead, says S&P, as pension shifting grows.
Pension funds and other institutions are considering investing in problem properties via KKR, Apollo, Blackstone, and other Wall Street players. The goal: turnarounds.
Lagging share price vexes PE kingpin, who says investors just don’t understand the firm.