The unimpressive returns of alternative premia products of late are unlikely to attract regional asset owners to invest in them, despite their supposed advantages of diversification.
Major asset owners like Canada Pension Plan Investment Board and GIC discuss lessons learned from the pandemic.
The Covid-19 pandemic has accelerated changes in how international asset owners invest in Asia. They are increasingly moving to add resources and form partnerships in the region.
Equities investing is primed to shift with the exit of Donald Trump. Some stocks are likely to fall, while certain value shares may rise as vaccinations are rolled out over the year.
The biggest concern for investors might be recession today, but inflation could be lurking on the horizon. Plus: how to allocate in the face of Donald Trump's frantic fight for re-election?
The spread of the coronavirus has led to the usual assortment of hucksters and grifters trying to take advantage; and US Republicans turn to insinuation and slurs against Calpers' CIO.