Investing
With U.S. plans lagging the U.K. in terms of liability hedging — especially with derivatives — opportunity abounds for providers.
Some of Australia's biggest investors are piling into bonds, backing a bet that a series of interest-rate hikes will help control inflation.
Open-end mutual fund and exchange-traded fund investors on average paid 0.4% in fees in 2021, down from 0.42% the year before.
Global managers are facing mounting pressures on profitability in China even as they gain a bigger footing in its mutual fund industry.
J.P. Morgan projects sovereign wealth and pension funds will tilt their portfolios in favor of equities in the coming weeks to meet allocation targets.
Investors from around the world talk with P&I about how they are navigating volatile markets, rising interest rates and inflation.
Beijing is pushing to make China's market more institutional but foreign managers expect alpha-friendly retail dominance for years to come.
Alecta has begun buying government bonds amid a "paradigm shift" in the market that pushed yields to their highest level since 2018.
An investment firm for the Walton family ramped up its position in a U.S. municipal bond fund and added a sizable stake in Japanese equities.
The mainland subsidiaries of BlackRock, KKR and Milan-based Azimut have obtained the licenses needed to invest Chinese funds overseas.
Institutional investors in the first quarter experienced the worst returns since the onset of the COVID-19 pandemic.
Long-term interest rates could continue rising with spreads widening, putting further pressure on returns. Read the full story.
Convertible bonds could be an asset to weather a climate of high inflation and rising interest rates, some fixed-income specialists say.
Convertible bonds can potentially provide a different risk/reward profile to a fixed-income investor's portfolio, industry sources said.