Why Airports Hold Promise for Asset Allocators
Despite US constraints and pandemic headwinds, odds are they’ll spring back to their old growth level, analysts say.
Tag: Infrastructure
One Big Reason Canadian Plans Are So Well Off: International Investing
Their overseas exposure is expanding, while US funds stay mostly at home.
The Ultimate Diversifier: What Real Assets Are Gaining in Allocator Portfolios
Infrastructure such as bridges and tunnels, plus farmland and other natural resources, is winning new favor.
Flowering Among the Ruins: Why Emerging Markets Are Poised for a Revival
This battered asset class should benefit from a host of new developments—such as a weaker dollar.
Regulation
Retirement Support Could Be Included in $2 Trillion Infrastructure Bill
House Ways & Means Chairman Neal backs the recommendations of the new Racial Equity Initiative.
Alternatives
Our Expert Panel Will Explore Investing in Alts on Tuesday
FedEx’s Jeff Lewis, Conning’s Richard Sega, and CAIA’s John Bowman will cover the popular asset class in next week’s CIO webinar.
Market Moves
Dimon: Minimum Tax on Corporate Proceeds Abroad Is a Very Bad Idea
JPM chief, joined by Citi’s Fraser, says Biden plan will backfire on the US.
Asset Allocation
Where to Invest in Real Estate Right Now, and Where Not to, Say 2 CIOs
Ohio SERS’s Majeed and NEBF’s Tarbox assess infrastructure, offices, retail, and more in our webinar.
Asset Management Culture
More Investors Are Allocating to Emerging Alternatives Managers
The lack of in-person meetings did not dampen interest in smaller firms, which are putting themselves out there through Zoom.
Newsmakers
Dimon Slams Dem Plans to Remove Lid on State, Local Tax Write-Offs
The JPM chief says lifting the cap would only benefit the wealthy, with their huge property levies.
How to Invest in Growth Leader China and Promising Distant Rival India
CPPIB and CalSTRS are among the many institutions that have put money into the expanding Asian economic powers.
Alternatives
Alts Grow Bigger and Bigger in Institutional Portfolios
Some 86% now invest in alternatives, says Nuveen survey.
Asset Allocation
Exclusive Coverage: Why the US Dollar Will Stay on Top
Celebrated economist Dambisa Moyo, at a CIO virtual event, describes how America’s strengths should outweigh its downsides, to the buck’s benefit.
Newsmakers
Bolstering City Infrastructure ‘Imperative’ to Recovery, Says Kamala Harris
The vice president outlines the Biden administration’s goals as it prepares a plan to build everything from railways to tidal walls.
News
Canadian Pensions Adapt Investment Strategies for Post-COVID-19 World
Asset managers are expected to shift funds to private equity from infrastructure and to increase in-house management.