All Alternatives articles – Page 13
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FeaturesFixed income, rates, currencies: A confident start to the year
Undoubtedly a good year for financial assets, 2019 ended on a bright note with the broad, and relieved, consensus that the China/US trade conflict might be de-escalating
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Opinion PiecesCrossing boundaries
In 2020 many asset owners will be motivated to cross boundaries in search of stable returns. This is because despite big gains for equities and bonds during 2019, institutional investors are worried about low yields and slow growth hurting performance.
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Special ReportAlternative risk premia: An alternative diversifier
ARP strategies have a low correlation with traditional asset classes
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FeaturesClimate change and AI set to transform investing
As the new decade begins, it is becoming clear that climate change and artificial intelligence will reshape the future of investing
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NewsSetter: PE secondary market seen increase of 10.8% year on year
The secondary market volume hit $85.4bn in 2019 of completed transactions
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News
AP4 adds to alternatives team to push ‘ambitious alternatives agenda’
Co-founder of impact start-up fund joins national pension buffer fund
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News
Bfinance: real asset debt outweighs corporate private debt in 2019
Plus: JPMorgan AM calls on investors to consider alternatives as biggest diversifiers; K2: Sector rotation key for hedge fund strategies
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News
Active management drives Industriens Pension’s 12% 2019 return
Listed equities, government and mortgage bonds beat benchmark for Danish pension fund
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News
WTW: German pension investors need to expand their ‘comfort zone’
Consultancy sees room and need for bigger allocations to alternatives
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ALFI: Pension funds seek diversification in foreign assets, alternatives
Assets under management forecast to reach $61trn by 2025
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NewsPrivate debt activity slowed sharply in 2019, but 2020 starts crowded
Plus: BNPP Asset Management adds German partner to SME alternative financing platform
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NewsUK’s NEST seeks infrastructure managers
‘Managed carefully unlisted infrastructure equity typically offers stable, long-term returns even in difficult market conditions’
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FeaturesFixed income, rates, currencies: Better than expected
Although packed with geopolitical surprises 2019 turned out to be better than expected for financial assets. Equities and bonds rallied together reversing last year’s ‘unusual occurrence’ of both performing badly.
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News
Icelandic scheme plans alternatives move
Reykjavik-based fund plans to invest in foreign real estate, infra, private equity and debt
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News
IPE Conference: Pension funds find changing public opinion is part of a PE investor’s role
“Locusts” perception of private equity poses challenges for would-be investors
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NewsSurvey: Insurers anticipate few asset allocation shifts for 2020
Natixis IM: Real estate and alternatives an exception, but regulations limiting moves in this area
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News
Private credit investment set to increase
Distressed debt, real estate and asset-backed lending are also popular growth strategies
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News
Report: Alternatives are ESG weak point for Swedish pension funds
Nordea, Skandia, SPP and Länsförsäkringar gain top marks in Söderberg analysis
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FeaturesFixed income, rates, currencies: Clouded by uncertainty
It was predictable that risk markets should have reacted positively to the news of an agreement in principle in the US-China trade negotiations. Although assuredly better than a seemingly relentless stream of bad will between the protagonists, the provisional agreement is in no way a solution to the conflict. Another round of trade talks could be necessary just to reach a tentative accord. Investors would be wise to temper enthusiasm to extrapolate the ‘good news’ too far.
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Country ReportAsset Allocation: Alternatives key to raise returns
Pension funds are increasing their allocations to alternative and illiquid assets in a bid to boost flagging returns
