Market Drilldown December 2, 2024

Global Geopolitical Realignment Has Long-Term Investing Implications

Investors are seeking safe havens and new geographic opportunities as the world becomes more fractured.

Global Conflict

How ongoing and possible future global conflicts could affect institutional portfolios.

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December 2, 2024

Republican AGs File Suit Against Asset Managers Alleging Coal Repression Scheme

11 states filed a complaint against BlackRock, State Street and Vanguard for undermining publicly traded coal companies.

Asset Allocation December 2, 2024

Investors Eye Emerging Markets for Some Relative Quiet

Investors may find opportunities in countries unlikely to be significantly affected by geopolitical volatility.

Market Moves December 2, 2024

Conflict Not the Biggest Factor in Oil Prices Anymore

Economic factors, especially Chinese demand destruction and the growth of renewables, are flattening demand and increasing market volatility for fossil fuels.

Manager Selection December 2, 2024

SDCERA Seeks Investment Consultant

The San Diego County pension issued a request for proposal, with submissions due by December 13.

Newsmakers November 27, 2024

Sargent McGowan Named CIO for Endowments and Foundations at Brown Advisory

McGowan was previously managing director and acting CIO of UVIMCO.

Pensions November 27, 2024

US PRT Market Sees $14B in Volume in Q3

Nearly half of this quarter’s pension risk transfer volume came from IBM’s $6 billion PRT with Prudential, per Legal & General Retirement America.

Pensions November 27, 2024

Ontario DB Plans’ Funding Drops for 1st Time in Nearly 2 Years

The plans’ funded ratio was down two percentage points to 121% in Q3 due to a drop in discount rates.

Regulation November 27, 2024

SEC Files Fewer Total Enforcement Actions, but Total Remedies Still Hit Record

More than half of the regulator's $8.2 billion in remedies for fiscal 2024 came from a securities fraud case against Terraform Labs.

Asset Allocation November 27, 2024

Most Institutional Investors Underweight on Fixed Income

Per a survey from Managing Partners Group, 99% of investors plan to increase fixed income allocations over the next 18 months.

Pensions November 26, 2024

PBGC Provides Special Financial Assistance to 100th Pension Fund

In the latest grant, $41.5 million will be provided to the ILWU Employers’ - Warehousemen’s Plan.

Newsmakers November 26, 2024

What Scott Bessent’s Appointment Means for Institutional Investors

The fund manager and former Soros CIO, set to be nominated as secretary of the treasury, has stated his intent to spur growth through deregulation and energy production.

Newsmakers November 26, 2024

WAMCO CIO Charged With Fraud

Ken Leech was hit with fraud charges by the SEC for allegedly favoring some client portfolios over others in a scheme by which he profited.

Pensions November 25, 2024

Kodak Considers Terminating Overfunded Pension Plan

Termination of the plan could net the company as much as $585 million, more than its market cap, though a final decision has not been finalized.

Asset Allocation November 25, 2024

CPPIB, Pacific Asset Management Launch South Korea Data Center Joint Venture

The Canada Pension Plan Investment Board’s C$285 million commitment follows several recent data center investments.

Pensions November 25, 2024

Public Pension Funded Ratios Register 1st Decline Since April

The funded ratio for the 100 largest U.S. public pension plans fell by 160 basis points in October.