Asset Manager IT Pros Report AI Use Slowed by Internal Resistance, Inadequate Infrastructure
Per a survey by Rackspace Technology, most asset managers plan to move digital data to a private cloud to increase security.
Research
Equity Strength May Come From More Than Just Mag 7 in 2025
Investors expect a stock rally to continue in 2025, fueled by deregulation and tax cuts, while watching policy closely.
Commercial Real Estate Faces ‘Major Era of Change,’ per AFIRE Pulse Report
The survey also indicated that commercial real estate investors might have preferred the candidacy of President Joe Biden to Vice President Kamala Harris.
Latin America Lags in Establishing Sovereign Funds, Report Finds
According to the International Forum of Sovereign Wealth Funds, countries in the region should look to ‘other emerging regions’ for guidance.
Netherlands Holds Best Retirement System in the World for Another Year
Iceland and Denmark retained their spots near the top of the Mercer CFA Institute Global Pension Index, although the report noted the global need for retirement reform amidst falling birthrates and increasing longevity.
Active Bond Funds Outpaced Passive Peers Over Past Year, per Morningstar
Actively managed real estate funds were also among the top outperformers for the 12 months that ended June 30.
The Market’s Big Tech Concentration Is Not a Problem, Robeco Report Finds
Even if an economic dip sends stocks lower overall, the Mag Seven’s earnings should hold up, the Dutch firm says.
Talk of Presidential Race Showing Up on Earnings Calls
The word ‘election’ has appeared almost twice as often as it did four years ago, per FactSet.
Study: Decline in DB Plans Widens Income Inequality Gap
NCPERS research found that increasing income inequality ‘degrades national economic growth.’
Rate Cuts: How Fast, How Big?
Forget about that half-point cut in September you had heard about, strategists say.
CFA Institute Develops Framework to Clear Up Passive/Active Confusion
According to the association, the ‘bifurcation between active and passive investment products is outdated.’
Coinbase Unit Fined $4.5M in UK for Offering Crypto Trading to High-Risk Investors
The UK’s FCA alleged CB Payments’ repeated breaches of a voluntary requirement went undiscovered for almost two years.
Stocks Tend to Zigzag Around Olympics, Says Ned Davis
They usually drop before the summer games, then recover, the research firm found.
Why REITs Return More Than Directly Owned Properties
For allocators, real estate investment trusts, which boast higher liquidity, come out ahead across the board, a CEM Benchmarking study finds.
How the Fed’s Balance Sheet Reduction Could Thwart Easing of Policy Rate
Lowering its stash of long-dated bonds would have an impact on long-term yields, BlackRock finds.