Hedge Funds Said One Thing. Their Portfolios Show Another. As the markets plunged in March, hedge funds told investors that they were in the highest-quality stocks. An analysis by PivotalPath shows a different story. Julie Segal May 27, 2020
This content is from: Portfolio ‘I Will Get Very Serious About ESG — But Not Yet,’ Allocators Claim Amy Whyte May 27, 2020
This content is from: Portfolio CPPIB’s Assets Under Management Increased in 2020. The Fees It Paid Increased Even More. Alicia McElhaney May 26, 2020
This content is from: Portfolio The Sprint to Raise a $1.75 Billion Credit Fund During a ‘Maelstrom’ Christine Idzelis May 21, 2020
Sponsored Opportunities Amidst Unprecedented Volatility Sponsored by Northern Trust Asset Management May 04, 2020
The Coronavirus Crisis Will Make the Big Private Capital Managers Bigger PitchBook analysts expect entrenched firms to have more success in fundraising, leading to more mega funds. Amy Whyte May 20, 2020
Hedge Funds Ramp Up Stock Exposure in ‘Bear Market Rally’ Hedge funds in May saw their biggest monthly jump in equities exposure in almost a year, according to a Bank of America survey. Christine Idzelis May 19, 2020
Nothing Can Keep Investors From Pouring More Money Into Alternative Assets Investors’ increased appetite for alternative assets won’t wane in the Covid-19 crisis, predicts Dave Goodsell, executive director of Natixis’s Center for Investor Insight. Christine Idzelis May 19, 2020
Sponsored Who’s on Your Equities Watch List? And, more importantly, how might they fit and function in your overall portfolio? This PM and his team relentlessly search for the answers. Sponsored by Mackenzie Investments April 01, 2020
Value Managers Fight Back On the back of the worst quarter ever for value stocks, AQR’s Cliff Asness and others defend the long-struggling style. Julie Segal May 18, 2020
How Fed Lifelines Get Into the Real Economy Asset managers who made hay on Fed loans in the last crisis have raised big money to do it again. Julie Segal May 18, 2020
Investors Thought Dysfunctional Bond Markets Could Bite Them. They Were Right. Asset owners kept loading up on illiquid assets for the return potential, but feared the risks going into 2020. Julie Segal May 18, 2020
Sponsored Securitized credit: Where we’re going, there are no roads – Part 1 Sponsored by Schroders May 05, 2020
Massive Leverage and Savvy Bets Are Behind a Secretive Hedge Fund’s 60% Year Stephen Taub May 14, 2020
