Nick Liolis came to an uncomfortable conclusion after taking over Guardian Life’s investment portfolio. Even with roughly $85 billion in assets, the insurer was losing ground. As asset managers ...

Inflows into Japanese stocks and bonds surged this year, showing that measures taken by the government to improve the asset management industry are working as planned. The inflows also reflect capital ...

Private equity proponents argue that one of the asset class’s biggest selling points is its low volatility compared with public equities. But Verdad Advisers founder Dan Rasmussen, a longtime critic ...

The BCOM index is a broad-based commodity index representing 24 agricultural, energy and metals products. The last 14 months ...

Renaissance Technologies is quietly enjoying its best year in recent memory. Although much attention has been paid to the firm’s crumbling asset base and the death of founder James Simons earlier this ...

Some portfolio managers barely have enough time to do their own jobs — let alone teach their analysts how to do theirs. “It seems crazy, but I get it. I’ve been there,” said Brett Caughran, who spent ...

Following several quarters of consecutive positive returns, core private real estate could deliver long-term returns that could thrive even through the current volatility driven by war and policy ...

On December 11, 2008, Bernie Madoff was arrested and charged for orchestrating a multi-billion dollar Ponzi scheme through his eponymous investment firm. The same day, Aksia founder Jim Vos and the ...

Element Capital Management once again turned sharply bearish on U.S. stocks. The macro hedge fund firm headed by Jeffrey Talpins liquidated most of its U.S. stock portfolio in the second quarter. It ...

Tiger Cubs and their offspring enjoyed mixed success in March. But they still mostly managed to beat the S&P 500 in what wound up being a losing month for the index. What’s more, most of the felines ...

Asset owners were slow to the AI revolution, not because they lacked interest or intelligence, but because they initially asked the wrong questions. The debate inside most asset owners was about ...

Savvy manager selection and strategic shifts in asset allocation led Harvard's $53.2 billion endowment to generate a 9.6 percent return in fiscal year 2024. In his annual letter to investors and the ...