Pastoral musings on investments

Chief research strategist and head of beta research at RogersCasey, Cynthia Steer, takes a summertime look at the “New World” of investing. She compares today’s investment challenges to those of gardening, and in contemplating the stoicism and constancy of long-time gardeners and farmers, she notes that portfolios
today need to be re-constituted, the risk within them re-considered, and that our old “beds” or asset classes need to be re-analysed.

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Greece “no problem” for leveraged loan investors: Alcentra

Problems beings faced by banks in Spain, Portugal and Greece should not unduly worry investors in the general leveraged loan market in the UK and Europe, according to at least one experienced fund manager. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Consultants getting active on new ways to pay external managers

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“Perverse” fall in UK pension liabilities

The pension deficits of UK pension funds actually retreated last month, despite the worst stock market performance since early last year. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Florida set to move on timber investments

The $141.8 billion Florida State Board of Administration has finalised a list of six timber managers, as it moves towards allocating capital to the timber asset class, as part of its strategic investments allocation. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Canadian funds prioritise liability matching

Asset allocation has bumped alternative investments as the top investment issue for Canadian defined benefit pension plans, but asset-liability matching will take the cake in the next three years, according to a study by Towers Watson. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

CPPIB ends year on a high

Capitalising on opportunities arising from the financial crisis, including savvy private equity, real estate, infrastructure and private debt deals, marked a successful fiscal year for the Canadian Pension Plan Investment Board which recorded one of its highest ever annual returns. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

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