Market Moves February 2, 2026

Geopolitical Volatility Defines Markets to Start 2026

Commodities rise; the dollar falls amidst deglobalization.

2026 Investment Outlook

U.S. fiscal and monetary policies, new bilateral trade agreements, along with ongoing geopolitical and technology changes are likely to drive investment markets in 2026.

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Newsmakers February 13, 2026

Mike Charette Promoted to New Deputy CIO Role at Michigan MERS

Charette, who has been at the Municipal Employees’ Retirement System for two decades, will oversee equities and fixed-income portfolios.

Regulation February 13, 2026

GOP Lawmakers Launch Probe of CalPERS $330M Pension Fund Loss

The House members are questioning whether the nation’s largest public pension system violated ‘exclusive benefit’ rule by prioritizing ESG investments.

Newsmakers February 13, 2026

Valbona Schwab Appointed CIO at Children’s Health in Dallas

The former deputy investment chief of Grinnell College will succeed Ken Lee, who moved to Cal Tech in April 2025.

Regulation February 12, 2026

SEC’s Atkins Backs Digital Clarity Act at Senate Banking Hearing

According to the chair, joint SEC-CFTC ‘Project Crypto’ will provide a regulatory bridge, with token taxonomy, the digital assets while legislation is pending.

Pensions February 12, 2026

DB Plans Choosing to De-Risk Instead of Terminate

The pace of insured U.S. pension annuitizations slowed in 2025 after exceeding $50 billion in 2024, Aon reported.

Pensions February 12, 2026

Economic Uncertainty, Market Volatility Led to Steep Decline in Canadian PRT Transactions

Pension risk transfer volume in the country declined 40% in 2025, according to a report from Normandin Beaudry.

Corporate Moves February 12, 2026

Nuveen Deal for Schroders Would Form $2.5T Manager

The proposed $13.5 billion acquisition would propel the combined firm to be one of the world's 10 largest by AUM.

Asset Allocation February 12, 2026

In ‘Turbulent Year,’ University Endowments Report Average 10.9% Return

Institutions withdrew more than $33 billion to support spending, according to the 2025 NACUBO-Commonfund study of endowments.

Corporate Moves February 11, 2026

Cerity Partners to Merge With Investment Consultant Verus

The combined firm would manage and advise on $1.3 trillion in assets.

Newsmakers February 11, 2026

Manager Who Stole Millions From Pension Clients Files for Congressional Run

Alan Bond was convicted in 2003 for stealing millions in kickback and cherry-picking schemes. Now he is running for a House seat as an independent in New Jersey. Bond says much has changed since then.

Pensions February 10, 2026

WTW Sees Nearly $100B UK Pension Risk Transfer Market in 2026

Favorable pricing and strong competition could drive industry growth this year.

Corporate Moves February 10, 2026

Neuberger Berman to Acquire McKinsey’s Wealth and Asset Management Unit

MIO Partners will be integrated into Neuberger following SEC scrutiny of McKinsey’s nonpublic information controls.

Asset Allocation February 10, 2026

Public Pensions’ Growing Private Investments Expected to Further Raise Volatility in 2026

Conflicting trends of asset outperformance and risk driven by increasing workplace disability claims are expected to affect the funds, according to S&P Global.

Newsmakers February 10, 2026

LACERA Promotes Luis Lugo to CEO

The former deputy CEO succeeds Santos Kreimann, who announced in January that he was stepping down for health reasons.

Pensions February 9, 2026

Global Pension Assets Reached $68.3T in 2025

Defined contribution savings drove growth, according to WTW’s Thinking Ahead Institute.