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.
Market Moves
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’
More efficient data management and use of machine learning can help investors better prepare for scenarios that include continued market volatility.
Trump Calls for Semiannual Reporting Instead of Quarterly Schedules
The president, in a social media post, suggested that public companies should report every six months, similar to the process used in the EU and other jurisdictions.
Secondaries, and Market Complexity, on the Rise
Limited partner-led private equity secondaries are driving the market to record highs, a trend likely to continue and to expand to private credit.
LP-, GP-Led Secondaries Grow to Record Volumes in 2025
In the first half of the year, more than $100 billion in secondaries transactions occurred.
JFK Airport Lands Australia’s TelstraSuper as New Investor
The investment, of an undisclosed amount, “aligns with our long-term approach and our commitment to supporting essential infrastructure,” a fund official said.
Trends Emerging in Active, Unusual Proxy Season
The year could shape what measures end up in proxy seasons going forward and who is casting the votes.
Rising Discount Rates Drove Down Pension Liabilities in April
Corporate pension funding levels rebounded in April despite equity market volatility.
Institutional Investors Drive Surge in Bond ETFs
BlackRock expects bond ETF assets to more than triple to $6 trillion worldwide within five years.
Harvard Exploring $1B Secondaries Market Sale
Jefferies is reportedly advising the university's endowment on a sale to Lexington Partners.