Private Equity Moves Into Insurance: Rewards Are Strong, but So Is Risk
The tiff over Brookfield’s new acquisition underscores the pros and cons.
Tag: Bonds
Market Moves
Volatility: Treasury Bonds Fluctuating Even More Than Stocks
The price swings on government paper these days are ‘extremely elevated,’ according to the Bespoke Investment Group.
Asset Allocation
At Least 8 States Buy Israeli Bonds Totaling More Than $100M to Support War Against Hamas
Moody’s warns that a prolonged conflict could hurt the country’s credit rating.
Asset Allocation
Congress Looks to Cut Deficits Amid High Interest Rates
High U.S. debt-to-GDP ratio and political uncertainty are among factors driving 10-year Treasury yields to 16-year highs.
Cash Gets a Bigger Role for Institutions, NextGen Honorees Say
They describe how higher rates have elevated the once-ignored asset class into a vital position.
Asset Allocation
Re-Mixing Asset Allocation: Insurers Decrease Bonds, Then Do a Partial Reversal
The industry also is expanding its exposure to stocks and alts, amid rising rates.
Asset Allocation
Navigating the New Bull Market: Be Careful but Not Bearish, Says LPL
The firm advises lowering exposure to stocks in preparation for a recession finally rolling in.
Asset Allocation
Insurers Eye Riskier Investments, One-Third Make Major Changes
Impact investing and longer-duration bonds are on the buy list, says Nuveen.
Asset Allocation
Corporate Pension Funds Are in Good Shape, So What’s the Worry?
Goldman’s Michael Moran warns against complacency and issues some warnings.
Market Moves
Institutions Log Second Consecutive Quarter of Positive Returns
After a punishing 2022 ended on a slight upswing, allocators posted a 4.1% increase in this year’s first period, per a Northern Trust study.
Regulation
Stocks Are ‘Perfect Hedge’ Against Inflation, Siegel Says
Economist and Wharton School professor Jeremy Siegel likes stocks as the safest investment this year.
Asset Allocation
‘Bonds Are Back’: Allocators Eye Elevated Returns
Higher interest rates have turned fixed income from a ho-hum investment into the hot new thing. Just ask LACERA.
Market Moves
Uncertainty Expected to Dominate Global Markets
Major economies ‘remain imbalanced’ with more volatility ahead, WTW finds.
Pensions
Stocks, Bonds—Hah! Wilshire Lays Out a Broader Asset Allocation
Don’t bet on a resurgence for the big two traditional mainstay investments, the consulting firm says.
News
Global Pension Assets Tumbled 17% in 2022, Worst Fall Since 2008
Simultaneous drops for stocks and bonds hit plans in the U.S. and around the world after a long, steady rise, WTW says.