This content is from: Portfolio The Private Assets Insurance Companies Want in 2023 In recent years, insurers have been swapping public assets for private ones. Higher interest rates aren’t reversing that trend — just changing it. By Michael Thrasher January 27, 2023
This content is from: Portfolio This Changes Everything for Hedge Fund Managers “The higher the cost of money, the lower the competition,” says Avenue Capital’s Marc Lasry on the risk-free rate. By Julie Segal January 18, 2023
This content is from: Premium Bridgewater Suffers a Big Loss in January But the world’s largest macro firm continues to stick with its bearish conviction. By Stephen Taub February 02, 2023
This content is from: Portfolio Here Are the Arguments for a Bond Comeback “The anticipated rate decline, along with the higher starting yield, creates an attractive outlook for bonds this year,” acccording to Nuveen. By Hannah Zhang January 30, 2023
Sponsored Alternative Opportunities Amid Rising Rates Hedge funds might solve for the inefficacy of traditional portfolio construction right now. Sponsored by abrdn December 01, 2022
This content is from: Portfolio In 2022’s Rough Ride, Bill Ackman Ends on a Down Note Pershing Square Holdings lost 8.8 percent, but managed to outdo the market swoon thanks to a bet on rising rates. By Michelle Celarier January 04, 2023
