The Motley Fool

JULY 29, 2023

To complicate things, mortgage REITs generally use leverage, often backed by the value of the CMOs it owns, in an attempt to enhance returns. However, mortgage REITs are particularly complex investments, and only the most active investors should probably own them. Image source: Getty Images. A lot can go wrong.

Collateral 246

Collateral Pension Funds Investing Leveraging 246

Pension Pulse

MAY 24, 2023

Barbara Shecter of the National Post reports Canada Pension Plan investing board posts 1.3% return for year: The Canada Pension Plan Investment Board posted a net return of 1.3 per cent for the fiscal year ended March 31, ending the year with net fund assets of $570 billion compared to $539 billion a year earlier.

Investing 52

Investing Stakes Pension Funds Assets 52

Pension Pulse

MAY 19, 2023

Even those who are active investors reflect sentiment at depressed levels. Indeed, this chart from Vanda Research shows how retail investors in particular have reduced stock purchases since SVB went bust. Nasdaq 100 call option volume has hit its highest since 2014: But hold on. So what's the problem?

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

Pension Pulse

JULY 26, 2023

Furthermore, beyond the choice of investments themselves, there is a real requirement for active ownership in helping investees to address the evolving material issues we face. There is sound research to suggest that collaboration among active investors is instrumental in increasing the success rate of environmental and social engagements.

Asset Management 52

Asset Management Assets Capital Financing 52

The Big Picture

MARCH 21, 2023

We think value plus momentum has a really good risk-adjusted return, makes money over the long term. High beta stocks are supposed to return more, on average, than low beta stocks. RITHOLTZ: So what I was going to ask you is if low beta returns just about the same or almost the same as high beta, why the complexity?

Hedge Funds 69

Hedge Funds Financing Finance Funds 69

Pension Pulse

JANUARY 22, 2025

In years like this, it is good to remember that the primary objective of most investors is not beating the market. Most investors are looking to generate total returns at a level of risk that they are comfortable with. Total returns pay the bills. Net value add is rarely the main game. There is no catch, no downside.

Pension Funds 59

Pension Funds Liabilities Hedge Funds Assets 59