Wednesday, July 2nd, 2025 ⁠A topical newsletter from CIO Economics & Markets A newsletter for institutional investors, spotlighting news and trends in economics and the markets. SPONSORED AD News Asset Managers See Global Equities as Best Short-Term Asset Over the next five years, a significant number of investors expect international stocks to be top performers, according to Bank of America’s June Global Fund Manager Survey. Asset Allocation LP Interest Rises in Secondaries, Private Credit Private equity and other alternative investments take a back seat, according to Coller Capital’s latest global private capital barometer. Corporate Moves BlackRock Aims for $400B in Private Market Fundraising by 2030 The manager wants to expand its alternative investment offerings to wealth managers and aims to be the world’s largest cryptocurrency asset manager. Newsmakers Voya Fixed-Income CIO Tips Treasury Duration, Emerging Market Assets as Offsets Eric Stein discusses fixed-income opportunities, tariffs and geopolitical risks. Economy IMF Slashes US GDP Growth Forecast Over Geopolitical Tensions, Tariff Hikes A sharply lowered global economic growth outlook was attributed to ‘a highly unpredictable environment.’   Pensions Largest Public Pension Funds Lost $169B During Tariff Rollout State and local pension funds lost the amount from April 3 through April 8 and have lost $249 billion in equities this year, per Equable. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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