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European investors reject debt crisis narrative as higher bond yields trigger fixed income shift

European investors reject debt crisis narrative as higher bond yields trigger fixed income shift

The rise in government bond yields is being driven by higher policy-rate expectations and commodity supply concerns linked to the Strait of Hormuz, not fears of an imminent sovereign debt reckoning. Investors share how they are preparing for higher returns.

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Stock-bond correlation ‘shock’ prompts portfolio rethink

For the past two years the correlation between bonds and equities has been positive, counter to the long-term assumed relationship between the asset classes. The challenges for asset owners include determining whether the change is transient or long-term, and what it means for portfolio construction either way.

Shared investment objective critical to portfolio resilience: Bridgewater

Investors who are looking to build portfolio resilience better get their team on the same page first about the underlying investment objectives in play, said Bridgewater co-CIO Karen Karniol-Tambour at the Fiduciary Investors Symposium.

Investors must (creatively) make room for sustainable assets in portfolios

The investment path to net zero may not always be clear. With no dedicated asset class and shifting risk profiles for energy transition-critical assets, the Fiduciary Investors Symposium heard that asset owners need to be flexible and ready to creatively make room in their portfolios when the right opportunities arise.

Why OTPP’s sustainable investing chief ‘welcomes’ anti-ESG sentiments

Ontario Teachers' Pension Plan's global head of sustainable investing, Anna Murray, said she had come to terms with the anti-ESG sentiment floating around in certain investment circles, and said investors should take the opportunity to remove the label around ESG investing since it is now integral to the fiduciary duty.

New Jersey opens up to Next Gen managers

New Jersey already invests 18 per cent of its $11 billion private equity programme with emerging managers. Now it's rolling out its platform to Next Generation real estate and private credit managers too

CPP evolves total portfolio approach

Understanding the drivers of your portfolio risk and return, and then using that information to more dynamically adjust the portfolio, is one of the benefits of the total portfolio approach according to CPP's Manroop Jhooty, whose total fund management team is exploring whether to include emerging factors in portfolio design.

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