Hedge Fund Interest in Private Markets Continues to Grow. Here’s What Allocators Think. Lulu Llano and Panayiotis Lambropoulos shared their thoughts at the TRS/ERS Emerging Manager Conference. Alicia McElhaney January 19, 2022
This content is from: Portfolio In an Inflationary Environment, Value Stocks Offer a Refuge Hannah Zhang January 18, 2022
This content is from: Portfolio Here’s What Companies Can Return When They Don’t Just Focus on Shareholders Jessica Hamlin January 18, 2022
This content is from: Portfolio San Francisco Employees’ Retirement System Drops DFA for Underperformance Alicia McElhaney January 14, 2022
CLOs Are More Popular Than Ever With Institutions. Here’s Why. “People just assumed that anything that started with a C and ended with an O was a toxic asset,” said Oxford Funds’ Deep Maji. Alicia McElhaney January 14, 2022
J.P. Morgan: Hedge Funds Could Be the Go-To Investment for 2022 Discretionary macro and market-neutral strategies, real assets, and other alternatives will help investors navigate an array of risks and uncertainty this year. Hannah Zhang January 13, 2022
Australia’s QIC: Public Benefit Corporations Could Be ‘Game-Changing’ For ESG investors, the corporate structure might be an attractive investment theme. Alicia McElhaney January 12, 2022
Sponsored Are You Getting the Holistic ESG Solution You’re Looking For? Demand for ESG investment solutions continues to rise. But why?Andrew Stoll, Director, Insurance Practice Lead,Northern Trust Asset Management Episode 22 of 23 December 16, 2021
Goldman: China’s Zero-Covid Policy Presents Risks to Global Investors China’s lackluster performance and recent crackdowns on tech, energy, and housing may only add to the gap between emerging and developed markets. Hannah Zhang January 12, 2022
Short Activist Spruce Point Soars in Turbulent Year for Short Sellers The hedge fund made gains on 11 activist plays, including companies with “egregiously high valuations coming public through SPACs,” says founder Ben Axler. Michelle Celarier January 10, 2022
SVPGlobal’s Co-Founder and a Harvard Professor are Bringing Private Equity to the Public Markets “There are two challenges with private equity — liquidity and access,” said PEO Partners’ co-founder Randolph Cohen, on the problem the firm wants to solve. Alicia McElhaney January 10, 2022
Sponsored How ESG Integration is Impacting Portfolio Outcomes In some cases, it lowers the absolute volatility in a portfolio, and also mitigates tail risks. Michael Hunstad, PhD., Head of Quantitative Strategies, Northern Trust Asset Management Episode 1 of 23 December 16, 2021
Investors Will Have to Make Big Changes to Truly Decarbonize Their Portfolios, Research Shows Jessica Hamlin January 07, 2022
What’s Behind Value and Growth’s Odd Behavior Last Month? Confusion and Mixed Signals. Hannah Zhang December 28, 2021
Sponsored Mid-Cap ETFs Bring Diversified Exposure to a Key Market Segment Sponsored by iShares December 20, 2021
