Eric Kirsch is the executive vice president and global chief investment officer at Aflac, where he oversees the $100 billion-plus investment portfolio and investment teams based in New York and Tokyo. In part two of this interview, he discusses what it's like leading Aflac's Global Investments team through very challenging periods, Aflac's asset allocation strategy and the three main trends that he foresees in the investment environment.
Wealthy investors boosted bets on real estate and left hedge funds and equities as concern over high valuations and geopolitical risk push them back to basics. They had 33 percent of their portfolios on average in real estate at the end of the second quarter, according to a survey by Tiger 21.
At Black Swan Dexteritas, we are dedicated to generating strong financial performance for our investors and fostering long-term relationships with our clients to create exceptional investment opportu...
WHY INVEST IN A GLOBAL TECHNOLOGY HEDGE FUND? The technology sector has traditionally served as an essential constituent in any investment portfolio, and we believe that innovation and invention often associated with this sector will ultimately drive the next leg of growth in the stock market. We seek out technology companies that have proprietary technologies which will provide them with the competitive advantage for sustainable growth, and favor companies that have a stellar track record in pushing the frontiers of technology in their respective subsectors. At BSD, we believe buying and holding these companies and are trading at reasonable valuations will maximize our returns and minimize our risks over the long term.
For the first time in several years, investors have begun expressing an interest in opportunities in Asia. Investors have shared increasing concerns about the high valuations of both the US equity and fixed income markets...
It looks like a highly anticipated hedge fund that has been taking talent from Izzy Englander's $US35 billion fund has a potential name. ExodusPoint. The name was registered in a filing by Michael Gelband, and has been floated among industry insiders over the past several weeks. Gelband is Millennium's former fixed income head, and he has been in talks with Hyung Soon Lee, Millennium's former equity chief, to start their own fund.
Infrastructure has become a key area of focus for institutional investors as they look to diversify their fixed income portfolios to access longer term, resilient credit opportunities for income-like returns. Within this asset class, infrastructure debt is on the rise as investment managers look to construct new debt vehicles: either to provide direct lending to infrastructure operators, to access well-established municipal bond markets, or to structure their own private lending programs by issuing tranches of unlisted bonds.
The Lyxor Hedge Fund Index was up 0.5 per cent in March, fuelled by fixed income strategies. read more
How Hewlett Foundation Positions Portfolio For The Unpredictable Future | Exclusive Q&A With CIO Ana Marshall - Part II
<p dir="ltr">2016 was a peculiar yet interesting year for institutional investors -- index funds outperformed active equity managers; geopolitical factors such as the U.S. election, Brexit and political turbulences in European countries rattled the macroeconomic environment, making investing ever unpredictable and challenging for institutional investors.</p> <p dir="ltr">In part two of Trusted Insight’s interview with Ana Marshall, chief investment officer of the William and Flora Hewlett Foundation, Marshall discusses these topics, her outlook on return prospect and interest rates, and her strategy to guard Hewlett Foundation’s portfolio against risks and uncertainties.</p>
Record low yields and negative interest rates are pushing investors from Japan to China into funding infrastructure projects across the globe to bolster ailing income, according to Australia’s biggest listed wealth manager AMP Ltd. Asian pension funds and insurers are ramping up investments in infrastructure debt around the world including mezzanine offerings as they seek to combat waning returns from traditional fixed income assets, said Kerry Ching, managing director for Asia of the company’s investment arm, AMP Capital Investors.