Andrew Left Was Banned From Trading in Hong Kong for Saying China Evergrande Group Was Insolvent. Was He Right All Along? The real estate firm — which Left targeted in a 2012 short report — now faces a reckoning on its $300 billion in liabilities. Michelle Celarier August 02, 2021
This content is from: Portfolio Are ‘Best Ideas’ Portfolios Really the Antidote for Active Managers? Julie Segal July 30, 2021
This content is from: Portfolio U.S. Private Equity Funds Face Tough Competition from China, Japan, Canada, and Germany Jessica Hamlin July 30, 2021
This content is from: Portfolio The Needs of Asset Owners Change as Quickly as Managers Can Develop New Products Alicia McElhaney July 28, 2021
Sponsored An Overlooked Source of Potentially Significant Yield (Really) Sponsored by Nuveen July 21, 2021
Is the End Near for U.S.-Listed Chinese Companies? Probably, Says Carson Block The short-seller argues that China’s recent crackdown on public companies is a way for the country to get in front of an American law requiring auditors of Chinese companies to open up to U.S. regulators. Michelle Celarier July 27, 2021
The Passive Wave Is Coming to Fixed Income A survey of pension funds and institutional investors found increasing demand for indexing and ETFs within fixed-income portfolios. Jessica Hamlin July 23, 2021
There’s a Better Way to Measure ESG Fund Performance For optimal returns, researchers say ESG fund managers should abandon traditional benchmarks like the S&P 500 in favor of ESG indexes. Jessica Hamlin July 22, 2021
Sponsored Private Credit: The $1 Trillion “New 40” Opportunity The private debt asset class has provided investors with an attractive combination of high cash yield and floating rate returns coupled with low volatility and loss rates, while modernizing portfolios. Sponsored by Mackenzie Investments July 13, 2021
A New Secondary Market Is Rising Out of Pandemic-Fueled Changes to Real Estate The secondary market for stakes in private real estate funds is getting a push from investors looking to restructure their portfolios and reflect the new realities of where people live, work, and shop. Julie Segal July 22, 2021
Love It or Hate It, Institutional Investors Move Further Into Digital Assets A new survey shows seven out of 10 institutional respondents expect to buy digital assets in the not-too-distant future. Jessica Hamlin July 20, 2021
The Reason Behind These Two Hedge Fund Strategies’ Turnaround Is Not What Most Investors Think After years of getting crushed, equity quant and risk premia are back— at least for now. Julie Segal July 20, 2021
Sponsored The Blue Metal: Why the Outlook for Cobalt has Changed The Cobalt Market Is Changing Rapidly Sponsored by CME Group July 26, 2021
Think Rates Have to Rise for Value to Advance? That is ‘Absolutely Not True,’ Says Cliff Asness Grace Chung July 16, 2021
Goldman Sachs Launches New Sustainability ETF for a ‘Future-Proof’ Portfolio Jessica Hamlin July 15, 2021
Cracking Private Companies: Investors Buy Into Tribe Capital’s Vision of Disrupting Silicon Valley Itself Julie Segal July 15, 2021
Two Major Pension Plans Bet Big on Return-to-Work With Co-Investment Deal Alicia McElhaney July 14, 2021
VC Deals ‘Skyrocketed’ This Year, Thanks Partly to Nontraditional Investors Jessica Hamlin July 13, 2021
Sponsored Why Investors Shouldn’t Ignore Losses In the Airport Sector Sponsored by EDHECinfra June 11, 2021
