The French SWF, FRR, is preparing to invest more in equities and illiquid assets as important reforms extend its time horizon. With the coronavirus crisis delaying the asset allocation decisions the fund is operating in an "intermediate context", slowly shifting out of bonds and into equities.
Sarah RundellApril 2, 2020
Even for long term investors who pride themselves on the big picture and horizons stretching far into the future, the unprecedented change of recent weeks is hair-raising. Enough liquidity on hand to take advantage of buying opportunities once they arise and comfortably pay benefits is crucial. We look at the strategies of investors around the world in response to the market conditions.
Sarah RundellMarch 23, 2020