How Allocators Can Avoid ‘Secondhand Smoke’ From Illiquid Investments Investors face a “game theory problem” in determining the optimal size of their allocations to private markets and other harder-to-sell assets, according to new research. Hannah Zhang November 28, 2022
This content is from: Portfolio In China, Bigger Managers Dominate, But Being Local Will Win Out Grace Chung November 23, 2022
This content is from: Portfolio The Premium in Private Credit Has Disappeared. That’s Not Stopping Allocators. Julie Segal November 23, 2022
This content is from: Portfolio Researchers Find Surprising Financial Benefits in This Strategy Grace Chung November 22, 2022
Private Credit Managers Remain Optimistic Heading into 2023 Rising interest rates will likely create an attractive credit cycle for private debt managers. Hannah Zhang November 22, 2022
How Adding VC Investors Can Make Valuations More Accurate “Syndicate partners can act as peer monitors and reduce misreporting by funds,” say researchers. Alicia McElhaney November 22, 2022
A Hard Landing in 2023 Could Pave the Way for a Long-Term Bounce Robeco says peak inflation, peak rates, and a peak dollar in the new year will herald a comeback for major asset classes. Grace Chung November 21, 2022
Hedge Funds Are Playing Defense on All Fronts “The smart money is really uncertain,” says Bridgewater alum Bob Elliott. Hannah Zhang November 21, 2022
AQR: It’s Not Too Late to Bet on Managed Futures Next year will be marked by economic volatility and big market moves, exactly the conditions that favor trend following. Hannah Zhang November 18, 2022
Ackman Made $2 Billion This Year Betting on Rising Rates The Pershing Square CEO says rates are going higher — and inflation will settle in at a higher rate. Michelle Celarier November 17, 2022
Sponsored New Sector Futures Give Traders More Hedging Power Sponsored by CME Group November 07, 2022
No, That’s Not What Jerome Powell Just Told You! JPMorgan’s Bill Eigen Warns Investors Not to Jump Back Into Fixed Income. Julie Segal November 11, 2022
