Fri, Aug 1, 2014
A A A
Welcome sandeep.kottawar@wns.com
RSS

Sovereign Wealth Funds Briefing - Categorized | Alternative Investments

Chasing Yield, Its Not Just Japan, SWFs Join The Hunt

Posted on 16 July 2014

Real estate is a beneficiary, as is the stock market, and “they are taking money out of the debt markets,” says Barry Sternlicht, chairman and CEO, Starwood Capital. His last point is interesting considering the widespread low yields in government debt and corporate paper (if SWFs are selling, someone is buying). Anyway, like we’ve all heard others warn, Sternlicht brings up the “crowded trade” risk, but concludes that he doesn’t think rates are going anywhere globally because the world’s economies aren’t strong enough.
While some investors such as SWFs, pension funds, and retirees may absolutely need portfolio income, value investors and those that have long-term horizons with no immediate need or preference for income ought to ensure margin of safety first (that goes without saying, to which I will add opportunistically watching for compounders at very reasonable prices ………………………………………….Full Article: Source


 Article link

This post was written by:

VRS - who has written 14496 posts on Opalesque Sovereign Wealth Funds Briefing.


Contact the author

Comments are closed.

August 2014
M T W T F S S
« Jul    
 123
45678910
11121314151617
18192021222324
25262728293031