Asset Allocation
Surging Domestic Equities, Bonds Buoy Canadian Pensions’ 5% Gain in Q3
The median plan’s returns rebounded from weak gains in the second quarter and negative returns a year ago.
Tag: MSCI
Asset Allocation
Japan GPIF Changes ESG Domestic Equities Index Due to ‘Large Tracking Error’
The $1.7 trillion pension giant has moved $20 billion to the MSCI Nihonkabu ESG Select Leaders Index.
Pensions
Worldwide Pension Funds Rebounded in 2023, but Failed to Make Up for 2022’s Wipeout
An OECD study concluded that last year’s progress did not bring funds back to year-end 2021 levels.
Asset Allocation
An EM Rebound—and It’s Not All About China
Why emerging markets, now in the doldrums, will come back, per Lazard.
Asset Allocation
Commercial Real Estate Faces ‘Staring Contest’
Even if interest rates stop going up, CRE investors face years of fine margins and crucial risk calculations.
Regulation
No Smoke and Mirrors Here: Good ESG Ratings Help Stock Prices, Bad Grades Hurt Them
In the culture wars’ latest front, how sustainable principles affect equities is a burning topic addressed in a recent research study.
These Days, Institutional Investors Eye China Warily
U.S. and Canadian allocators no longer pile into Chinese assets.
Asset Allocation
Real Estate Remains a Haven Asset Class Amidst Market Volatility
Asset class offers an inflation hedge and tends to remain stable or increase in value over the long run, according to experts.
Research
500 Largest Asset Managers Increase Assets by 10.2% in Past Year
The Thinking Ahead Institute’s report found that assets at the Top 500 asset managers hit $131 trillion in assets under management in 2021.
Asset Allocation
Private Equity Cashes In as Student Housing Deals Surge
KKR sells seven college lodging projects for $725 million.
Milton Friedman, Ha! ESG Sentiment Won’t Ruin Companies Long Term
That’s the argument from our symposium panelists, who say sustainability boosts stocks both now and into the future.
Pensions
Investors Should Decarbonize Portfolios by 10% Annually, MSCI Says
The firm laid out plans for asset owners, managers, and other participants in a call to action this week.
Asset Allocation
Norway Pension Giant Asked to Shed 25% to 30% of Companies from Index
Finance Ministry calls for the Government Pension Fund Global to drop up to 2,200 equity investments.
Why to Invest in 2 Frontier Markets: One Stable, One Not
Panama is solid, but ever-troubled Argentina does offer spot opportunities.
Coronavirus - COVID-19
Trump Considers Banning Chinese Stock in Federal Pension, Reports Say
The White House is reportedly reviewing its options against a planned investment into Chinese equities.