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OPTrust: hiking rates because of the oil shock is a mistake
To navigate rates and inflation uncertainty, OPTrust is leaning into dynamic portfolio construction, actively managed options, and a total portfolio approach supporting the belief that inflation resilience is built into how portfolios are constructed not an individual asset or exposure.
Why bond investors can’t ignore the AI revolution
AI’s influence on fixed income markets is only just beginning and its eventual effects will become more apparent as time progresses. Even at this point, however, certain things are clear.
What I took away from the world’s ‘festival of private capital’
The on- and off-stage antics at the extravagant Milken Global Conference in Los Angeles tell us a lot about where institutional capital is right on the money – and where it is putting its head in the sand.
NBIM lays out case for real estate turnaround
Norge Bank Investment Management chief executive Nicolai Tangen conceded the $2.1 trillion fund is “not satisfied” with the performance of its real estate portfolio, as weakness in the asset class was a main contributor to three consecutive years of negative relative returns. All eyes are now on whether its overhauled strategy, which includes new structures and sector composition, can turn things around.
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