Be contrarian
Investors should be contrarian in their private equity allocations because there is a negative relationship between capital flows and returns.
Sort content by
Oregon State Treasury unwinds and adjusts
Oregon State Treasury, which runs $80 billion worth of state investments including the $62-billion Oregon Public Employees Retirement Fund, is preparing the portfolio for a new dawn. John Skjervem, chief investment officer of the treasury’s investment division, sees the speed and extent of the recent sell-off in fixed income as “a shot across the bow”
FIS Chicago 2015