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.
Market Moves
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.
Norges Bank Sees Negative Returns in 1st Quarter of 2025
Assets of Norway’s $1.78 trillion sovereign fund fell by 0.6%, a result of weak U.S. equity market returns.
State Treasurers Call on Tesla Board to Ensure Musk’s Focus on Company
A letter from Americans for Responsible Growth called for board engagement with stakeholders, as well as oversight of the automaker’s key executive.
CPP Investments Taps Secondaries Market in $860M Sale
The Canada Pension Plan Investment Board announced the sale of 25 private equity fund interests to Ares and CVC.
Public Pensions Tout Long-Term Investing Focus Amid Market Volatility
Pension executives point to portfolio diversification as protection against uncertainty.
Institutional Investors Show Signs of Caution After Risk-Seeking 2024
Amid market uncertainty, institutional investors have been looking for cover this year, per an IFSWF report.
US Recession Fears Reappear in Economic Forecasts
Following tariff announcements, forecasts are becoming increasingly bleak.