Foundations & Endowments Rotate From EM To EU
If you wanted to judge foundations & endowments (F&E) sentiment by holdings, you would get the idea that they are most bullish on US equities and fixed income products, where their portfolios are and have been overweight. But fund flows change the picture significantly, as F&E have been allocating assets away from all of their largest holdings for the last four quarters as they move on from . . .
This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here
If you are subscribed and having an account error please clear cache and then cookies if that does not work email firstname.lastname@example.org and we will get back to you as quick as humanly possible