The Big Picture

JULY 28, 2023

( A Wealth of Common Sense ) • Family Offices Are Patiently Watching These Asset Classes for Opportunities : Real estate and private debt are among the investments these asset owners are eyeing. Previously, she was a senior reporter at Wall Street Journal covering finance, investment banking and M&A. Coal consumption?

Pension Funds 52

Pension Funds Finance Financing Assets 52

Pension Pulse

SEPTEMBER 6, 2024

And yes, I have better things to do on a Friday night than blog, like go watch tennis which I'm about to do. There are several real-time proxies of the unemployment rate, but one of my favorites is from the Conference Board.

Banks 52

Banks Hedge Funds Pension Funds Capital 52

Pension Pulse

AUGUST 15, 2024

The pension fund had solid returns from its portfolio of public stocks, which gained 10.4 But stocks make up only 19 per cent of the pension fund’s assets after it shifted billions of dollars from equities into government bonds and credit investments, seeking to take advantage of high interest rates.

Pension Funds 59

Pension Funds Assets Liabilities Portfolios 59

The Big Picture

JULY 24, 2023

And I looked up to you as “The Big Picture” blog. And so for the longest time, I actually thought that my unconventional background, I wasn’t an Ivy League student, I didn’t train at an investment bank, I wasn’t working for a hedge fund, I started my career as a bank teller.

Banks 52

Banks Hedge Funds Debt Legal 52

The Big Picture

APRIL 11, 2023

DAMODARAN: Or it could be some unique characteristic, pension funds pay no taxes. You have a blog. And you could probably get that dressing in small pieces if you want because when I do my YouTube videos and blog posts, you’re essentially seeing things that will show up as riffs in my class. RITHOLTZ: Right.

Education 117

Education Financing Finance Taxes 117

The Big Picture

OCTOBER 31, 2022

And it appears, at least, in the post-World War II period, they come about every 25 years, the Nifty Fifties, which was a period where institutions and pension funds bought just growth stocks. RITHOLTZ: What sort of advice would you give to a recent college grad who is interested in a career in investing in finance?

Financing 57

Financing Finance Debt Returns 57