For the world’s largest asset owners
February 2, 2026
Geopolitical Volatility Defines Markets to Start 2026

Commodities rise; the dollar falls amidst deglobalization.

Geopolitical Volatility Defines Markets to Start 2026
Volatility, ‘Sell-America’ Movement Will Complicate Bond Investing in 2026

Tariffs, uncertainty about the future of Federal Reserve independence, and rising U.S. deficits could drive yields higher.

Volatility, ‘Sell-America’ Movement Will Complicate Bond Investing in 2026
POPULAR STORIES
Exec Sentenced for Embezzling Millions From CFA Institute
Insurers Further Embrace Private Credit
With Mega-IPOs, Index Concentration Can Encourage Shift Toward Active Management
New Jersey Pension Fund Seeks Emerging Private Equity Managers
How Institutional Investors Should Approach Their Credit Allocations
Penn PSERS Approves up to $25B Public Equity Mandate With BNY Investments
Investors React to Nomination of Kevin Warsh as Fed Chair
A former Federal Reserve governor, Warsh is expected to set a more hawkish tone.
Investors React to Nomination of Kevin Warsh as Fed Chair
SBCERA CIO Donald Pierce Announces Retirement
The investment chief of the San Bernardino County Employees’ Retirement Association will leave after 25 years at the fund.
SBCERA CIO Donald Pierce Announces Retirement
Senate Committee Advances Digital Asset Market Structure Bill in Party-Line Vote

Democratic opposition appears likely to hold up the legislation as it moves forward.

Senate Committee Advances Digital Asset Market Structure Bill in Party-Line Vote
Norway’s Sovereign Wealth Fund Returned 15.1% in 2025
The $2.23 trillion Government Pension Fund Global saw strong returns in equities and energy infrastructure.
Norway’s Sovereign Wealth Fund Returned 15.1% in 2025
TRENDING: High-Yield Credit’s Strong Performance Continues at Start of 2026

Sub-investment-grade bonds have outperformed all but emerging market debt.

TRENDING: High-Yield Credit’s Strong Performance Continues at Start of 2026
TRENDING: Sovereign Wealth Funds Double Down on Private Deals, Emerge as Major M&A Players

Such investors have become among the ‘most assertive forces in global dealmaking.’

TRENDING: Sovereign Wealth Funds Double Down on Private Deals, Emerge as Major M&A Players
Editorial: CIOeditors@issmediasolutions.com
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