Wednesday, January 7th, 2026 ⁠A topical newsletter from CIO Economy and Market A newsletter for institutional investors, spotlighting news and trends in the economy and the market. SPONSORED AD Asset Allocation Credit Investors May Need More Than Coupons in 2026 With inflation data muddied, rate cuts uncertain and private credit facing tougher tests, money managers say the next year will reward investors who get specific—about curve, structure and currency. Asset Allocation Institutional Investors See Resilience in Fixed Income Liability-driven investors see ‘the most attractive environment we’ve seen in over a decade’ as a big opportunity in the year ahead. Asset Allocation Eyeing the Risks in Credit Markets As 2026 kicks off, investors are ‘trying to extrapolate potential risk factors’ and looking to diversify.   Asset Allocation How Institutional Allocators Can Approach and Manage Volatility A senior asset allocation strategist at Capital Group explains how organizations can determine how, where and at what magnitude to take risks. Opinion A 60/40+ Portfolio for the Next 30 Years: A Broader Tool Kit A J.P. Morgan Asset Management CIO explains why it is time for institutional allocators to ‘diversify the diversifiers.’ Market Moves Here Come the Mega IPOs After years of few public offerings, heavyweight private companies such as SpaceX and OpenAI look to list their shares for the first time in 2026 and beyond.  Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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