AQR: U.S. Stocks Won’t Beat International Forever “Virtually all investors I’ve met with and spoken to recently have a home bias,” says Dan Villalon, global co-head of the portfolio solutions group. Hannah Zhang May 31, 2023
This content is from: Portfolio Is the Era of Large-Cap Growth Stocks Over? Hannah Zhang May 30, 2023
This content is from: Portfolio Small-Caps Have Priced in a Potential Recession Hannah Zhang May 26, 2023
This content is from: Portfolio U.S. Investors Want More Exposure to Japan. Here’s What They Should Know Beforehand. Alicia McElhaney May 26, 2023
Sponsored High Yield Outlook 2023: Opportunity and Stability Where You Might Not Expect Sponsored by MetLife Investment Management May 16, 2023
Why Underperforming Private Real Estate Managers Survive The average internal rate of return of private equity real estate funds was 7 percent, significantly lower than the IRR for buyout and venture capital funds. Hannah Zhang May 25, 2023
Private Market Fundraising Hits the Skids Secondaries are the only private market category in which fundraising activities have surged above their usual levels. Hannah Zhang May 25, 2023
Ackman Is Making a Killing on His Big Alphabet Bet Pershing Square is jumping on the AI bandwagon. Michelle Celarier May 24, 2023
Sponsored How Does Gold Perform With Inflation, Stagflation, and Recession? Sponsored by CME Group May 08, 2023
The Discounted Stocks BlackRock Likes? Automobile and Healthcare Companies. Multiples in the auto industry are “deeply depressed,” according to Tony DeSpirito, global chief investment officer of Fundamental Equities at BlackRock. Michael Thrasher May 24, 2023
Medical Technology M&A Gains Momentum as the Broader Market Shows Signs of Recovery Mergers and acquisitions are a routine path for medtech providers that want to enhance their innovation capabilities, according to a new PitchBook report. Hannah Zhang May 24, 2023
Investors Are Getting Some Negotiating Power Back. But Not as Much as You Think. Limited partners in private equity funds expect the scales to tip a bit back into their favor amid challenging market conditions. Alicia McElhaney May 23, 2023
Private Assets Drove Endowment and Pension Returns Last Year. Now They Are a Drag. Michael Thrasher May 22, 2023
Despite Turmoil in Commercial Real Estate, Several Subsectors Are Still Attractive Hannah Zhang May 15, 2023
