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.
As 2026 kicks off, investors are ‘trying to extrapolate potential risk factors’ and looking to diversify.
A private markets secondaries sale cost the fund 90 basis points, but strong digital asset performance helped it exceed last year’s return.
While most forecasts are optimistic for next year, volatility is projected to continue, likely resulting in a variety of strategies rising to navigate it.
Institutions might be willing to maintain their bet on concentrated markets, if top-performing equities grind higher.
The robust returns raised the pension giant’s asset value to C$777.5 billion.
Equity exchange-traded funds, rather than fixed-income options, are the top choice of insurance investors, according to State Street’s Meta Curry.
New research from National Australia Bank found that artificial intelligence and digitization are the leading themes influencing investment decisions.
