Asset Allocation
How to Invest in the Future of Artificial Intelligence
What’s next after chatbots? Practical, perhaps profitable, uses, such as in health care, power generation and manufacturing.
Tag: Health Care
Research
Ash Williams: Passive Investing’s Use Is an ‘Illusion’ That’s Now Dispelled
It’s a creature of another time, and active management is needed for today’s challenges, the investment legend argues.
Asset Allocation
How Come ETF Inflows Are Up, but Stocks and Bonds Are Down?
Riddle No. 2: Why are energy funds not the king of new investment dollars?
Corporate Moves
CIO Exclusive: NY-Presbyterian’s CIO to Leave in September
William ‘Bill’ Lee is stepping down after five years in the role.
Pensions
How Allocators Can Find Good Health Care Investments After the Vaccine Rollout
The outlook for new technologies is bounteous, our symposium panel says.
Exclusive: Why Sam Zell Is Bullish on Offices—But Won’t Invest in Them Anymore
And where the Grave Dancer is branching out into other things instead, juggling businesses like logistics, health care, and energy.
Market Moves
Expect a Market Correction, Sam Stovall Warns
A bunch of indicators like high sector P/Es and king-sized margin debt suggest one is on the way, stock savant says.
Will the Wheels Come Off the Market in 5 Years?
Doubts rise that stock’s boffo performance will keep rolling through 2025, although almighty tech might let it maintain some momentum, savants say.
Market Moves
Post-Virus, It’s Back to the Way Things Were, Right? Not Quite
Investing will be somewhat different in the world after the pandemic, Capital Group says.
Research
How COVID-19 Will Change the Investing Landscape
CPPIB says it’s critical for long-term investors to understand ‘generational shifts’ caused by the pandemic.
Pensions
Nonprofit Hospitals’ Pension Funded Status Could Weaken After COVID Relief
The CARES Act has given many health care pension funds short-term relief, but that could result in lower funded ratios, says S&P.
Asset Allocation
Pandemic Spurs Growth in Health Care Technology Venture Capital Deals
2020 on pace for record year as health-tech deals rise 76% to $8.2 billion during first quarter.
Alternatives
Alternative Investors Target Health Care, Logistics, Shun Real Estate
Managers see short-term disruption from pandemic but are optimistic about the long term.
Regulation
New York AG Investigates St. Clare’s Pension Fund Fiasco
Nearly 1,100 retirees lost their pensions or had them reduced last year.
Coronavirus - COVID-19
CalPERS Delays Launch of Two Programs to Lower Drug Costs
The shift to next year is due to the disruption from the coronavirus, the retirement system says.