Why ETFs Are Reshaping Investment Management
Some see exchange-traded funds’ steady growth as indicating sound structure may be more important than artificial intelligence innovations.
Market Moves
The Big Shift
How consolidation and other forces changing the asset management industry are affecting different categories of institutional asset allocators.
Princeton University Slashes Endowment’s Long-Term Return Assumption to 8%
Citing the economic and political climate and ‘steadily declining’ long-term returns among Ivy League peers, the school is shifting its investment strategy to focus from growth.
Quant Firms Boost Prediction Markets Trading Teams
Quantitative hedge funds are hiring staff to trade bets on sporting and political events, but winning the trust of institutional investors will be a big challenge.
As Private-Market Momentum Continues to Grow, Market Infrastructure Improvements Rise Too
Additional retail and retirement-plan demand are expected to broaden distribution of private markets, but they will also bring scrutiny and comparisons to public markets.
Geopolitical Volatility Defines Markets to Start 2026
Commodities rise; the dollar falls amidst deglobalization.
Expect Equity Markets to Broaden in 2026, Led by Small Caps, International
Both fiscal and monetary stimulus should boost earnings in the U.S. and abroad, with dollar weakness continuing to underpin international stocks.
CIO Webinar: Investment Outlook
Market experts Indrani De, of FTSE Russell; Rebecca Patterson, a member of the Council on Foreign Relations; and Rachel Ziemba, of Ziemba Insights; share forward-looking analysis of the forces that will shape the U.S. economy and on what they expect to drive markets in 2026.
Deglobalization, a Theme That Could Define 2026
A group of market and macroeconomic analysts discussed their outlooks for the year.
High-Yield Credit’s Strong Performance Continues at Start of 2026
Sub-investment-grade bonds have outperformed all but emerging market debt.
Swedish PE Firm to Buy Secondaries’ Pioneer Coller Capital
EQT AB agreed to pay $3.2 billion to purchase the dedicated secondaries firm, which has nearly $50 billion in AUM.
Wyoming Becomes First State to Issue Stablecoin
Backed by Franklin Templeton, the Frontier Stable Token is one of many digital offerings to debut in 2026.
Bob Doll Predicts Growth, Inflation Will Persist in 2026
Annual market projections from Crossmark’s CIO foresee ‘High-Risk Bull Market’ in the coming year.
Institutional Investors See Resilience in Fixed Income
Liability-driven investors see ‘the most attractive environment we’ve seen in over a decade’ as a big opportunity in the year ahead.
Politics and Interest-Rate Expectations Drove Volatility in 2025
Charts show how forces such as US trade tariffs impacted markets this year.