This content is from: Portfolio Forget the War. Recession Is Now Institutional Investors’ Biggest Fear. “We’re getting more active — focusing more on growth sectors and buying both investment grade and high-yield bonds,” says UBS O’Connor CIO Kevin Russell. By Jessica Hamlin April 29, 2022
This content is from: Corner Office The Pandemic Created a Health Care Crisis. Can Investors Cure It? Asset managers, including UBS O’Connor and GSAM, are building out their healthcare expertise, including fundamental research. By Jessica Hamlin February 23, 2022
This content is from: Premium Anaplan Activists Are Quickly Rewarded A sizable number of hedge funds are poised to benefit from the cloud computing company’s deal with Thoma Bravo. By Stephen Taub March 21, 2022
This content is from: Research It Was a Rocky Year for Chinese Investors. Here’s Where They Looked for Answers. CICC and UBS lead II’s 2021 All-China Research Team. By Alexandra DeLuca January 12, 2022
This content is from: Culture How Jon Glidden Resurrected a Forsaken Strategy and Revived a Dying Pension Over the course of a decade, Institutional Investor’s 2022 Allocator Lifetime Achievement honoree engineered a triumphant turnaround for the Delta Air Lines retirement fund. Here’s how he did it. By Alicia McElhaney April 25, 2022
This content is from: Research Investors Want More Equity Research Than Ever. Here’s Where They’re Getting It. JPMorgan dethrones UBS in II’s annual ranking of the world’s top equity research providers. By Alexandra DeLuca January 20, 2022