Market Moves
Markets Battle Data Blackout, Cloudy Fed Outlook
With key inflation and jobs reports delayed, allocators brace for a foggy December—balancing risk, volatility and uncertainty about the Federal Reserve’s next move.
Despite High Market Concentration, Investors Are Holding On
Institutions might be willing to maintain their bet on concentrated markets, if top-performing equities grind higher.
Institutions Eye ETF Seeding, but There Are Some Trade-Offs
Institutions are backing exchange-traded funds as anchor investors, but they may have to sacrifice some control to reap the benefits.
Allocators Increase ETF Use to Diversify Exposures
While not a driver of growth in exchange-traded funds, institutional investors have found new use cases for the investment vehicles.
Tariffs Fuel Inflation Fears Among Insurance Companies
Insurance firms see inflation as the biggest threat to their investment strategy over the next year, per a BlackRock report.
OMERS’ Bruce Power Completes $1B Inaugural Senior Unsecured Bond Issuance
The issuance from the Ontario pension subsidiary is the largest to date within the Canadian power and utilities sector.
Operational Alpha Can Provide a Crucial ‘Competitive Advantage’
Trump Calls for Semiannual Reporting Instead of Quarterly Schedules
Secondaries, and Market Complexity, on the Rise
LP-, GP-Led Secondaries Grow to Record Volumes in 2025
JFK Airport Lands Australia’s TelstraSuper as New Investor
Trends Emerging in Active, Unusual Proxy Season
Rising Discount Rates Drove Down Pension Liabilities in April
Institutional Investors Drive Surge in Bond ETFs
BlackRock expects bond ETF assets to more than triple to $6 trillion worldwide within five years.
