For the world’s largest asset owners
October 12, 2022
The Big Question: How Hot Will the New CPI Be?

A forecast from the Cleveland Fed is not encouraging. But Brainard and Evans have soothing words.

The Big Question: How Hot Will the New CPI Be?
U.K. Pension Withdrawals Surge Amid Rising Inflation

Data show plan participants are increasingly dipping into their pensions to offset cost-of-living increases.

U.K. Pension Withdrawals Surge Amid Rising Inflation
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As Oil Prices Surge, Iran Conflict Cools Investors’ Taste for Emerging Markets
Asset Manager Consolidation Continues as Structural Shifts Reshape Industry
Private Credit Solved an Asset-Liability Mismatch—Then Recreated It
Artificial Intelligence: 2 Sides of the Same Allocation Coin
The 5 Companies that Make the Market Go Up or Down

Apple, Amazon, Microsoft, Alphabet, and Tesla make up a core portion of both the S&P 500 and Nasdaq 100.

The 5 Companies that Make the Market Go Up or Down
Is Dimon’s Bad, Bad Forecast Credible?

Could be, and he owns the prize for most bearish.

Is Dimon’s Bad, Bad Forecast Credible?
Trending: Louisiana Divests Nearly $800 Million from BlackRock to Protect Fossil Fuel Industry

Treasurer John Schroder calls ESG investing a threat to democracy and individual liberty.

Trending: Louisiana Divests Nearly $800 Million from BlackRock to Protect Fossil Fuel Industry
Trending: Why U.S. Efforts to Regain Chip Dominance Are Uphill

The American semiconductor industry ceded the lead to Asian rivals long ago, and now it is scrambling to catch up.

Trending: Why U.S. Efforts to Regain Chip Dominance Are Uphill
Editorial: CIOeditors@issmediasolutions.com
Industry Intel Roundup—Thought Leadership
Chief Investment Officer is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership sponsored by or featuring experts in the industry. The content was created to supply actionable insights to institutional asset owners regarding investing and governance.
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