Wednesday, July 1st, 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 How to Reduce Global Equity Concentration Risk by Region, Sector and Strategy CIO interviewed Jared Gross of J.P. Morgan Asset Management on his recent paper about using ETFs to rebalance away from benchmark-related overexposures. Risk With Mega-IPOs, Index Concentration Can Encourage Shift Toward Active Management As indexes are increasingly dominated by large companies, managers tout active strategies as a solution. Asset Allocation Fidelity Contrafund’s Danoff: Opportunity Is Everywhere Big bets and letting winners run helped Danoff’s active equity fund consistently beat indexes. Alternatives Endowments’ Alts Allocations Hit Plateau As these institutions have less room to scale up their private markets programs, they are slowing down their investments in alternative asset classes, according to a report from Morgan Stanley. Risk More Volatility or Economic Fallout? How Long-Term Investors Can Identify and Manage Risk The ‘fundamentals’ that should stay top of mind, especially in current times, include studying data and planning for multiple scenarios. Asset Allocation Volatility Pushes Investors to Consider Active Strategies Shifts coming at the portfolio construction and market levels mean allocators need to stay focused on their goals. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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