Do Stocks With High ESG Ratings Hurt Fund Performance? Managers of diversified equity funds aren’t bullish on the ability of sustainable and socially-conscious companies to generate superior returns, according to new research. Hannah Zhang February 03, 2023
This content is from: Portfolio GSAM’s Ashish Shah: It’s Time to Ditch Cash for Fixed Income Alicia McElhaney February 02, 2023
This content is from: Portfolio The Private Markets Valuation Debate Isn’t Settled Yet Alicia McElhaney February 01, 2023
Sponsored Analytics Can Help Investors Gain an Advantage in Currency Management Sponsored by Northern Trust November 28, 2022
Raising Capital Has Gotten a Lot Harder — But These LPs Could Be the Solution Private investment managers will likely continue to struggle to raise capital in 2023, but tapping into funding resources abroad may help fill the gap. Alicia McElhaney February 01, 2023
GMO: There’s Joy in Missing Out “A year ago, where we had the flexibility to move to liquid alts, we wanted to do that with as much rope as someone would give us,” says Ben Inker. Julie Segal January 31, 2023
How ‘Solvency Theater’ and Valuation Tricks Are Keeping the ‘Everything Bubble’ Inflated Managers are praying for the economy to recover before they have to mark investments “to reality,” argues Arena Investor’s Dan Zwirn. Julie Segal January 31, 2023
This Hedge Fund Predicted Tiger Global’s Terrible Year — But It Got Another Call Terribly Wrong Praetorian founder Harris Kupperman called the tech crash, but his oil predictions did not pan out. Michelle Celarier January 30, 2023
Here Are the Arguments for a Bond Comeback “The anticipated rate decline, along with the higher starting yield, creates an attractive outlook for bonds this year,” acccording to Nuveen. Hannah Zhang January 30, 2023
The Private Assets Insurance Companies Want in 2023 In recent years, insurers have been swapping public assets for private ones. Higher interest rates aren’t reversing that trend — just changing it. Michael Thrasher January 27, 2023
Sponsored Institutional Investors Take a Long-Term View on Digital Assets Sponsored by Coinbase Institutional November 22, 2022
China: No Longer a ‘No-Brainer,’ But Still the Best of Emerging Markets Hannah Zhang January 27, 2023
Middle-Market PE Managers Had a Bad 2022 — But They Still Believe They Can Get Deals Done Hannah Zhang January 26, 2023
Jeremy Grantham Warns of an ‘Unexpectedly Dire’ Final Phase of the Downturn Hannah Zhang January 24, 2023
