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.
Market Moves
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.
The Sectors Strategists Say Will Do Well, Poorly in a Trade War
Cars, tech and retail are expected to be hit hard, but health care is likely a safe haven.
How Institutional Investors Are Reacting to Trump Tariffs
After unprecedented tariff announcements that are predicted to lead to ‘true economic pain,’ long-term investors are expected to stay the course.
US Equities Underperform Europe, China in Q1
Uncertainty over tariffs and policy led to weak performance by American stocks.
Boston Celtics Sold to Consortium of Investors, Including Sixth Street
Symphony Technology Group CIO Bill Chisholm is the lead investor in the $6.1 billion deal for one of the NBA’s most recognizable and valuable franchises.