How Investors Can Approach Portfolio Volatility Heading Into 2026
While most forecasts are optimistic for next year, volatility is projected to continue, likely resulting in a variety of strategies rising to navigate it.
Risk
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.
Norway Pension Giant’s ‘Ethical’ Investment Policy Placed on Hold by Parliament
The $2.1 trillion Norges Bank Investment Management will not be able to exclude companies or put them under observation for almost a year, while a legislative committee reviews its standards.
Liquidity, Operational Shocks Pose Major Issues for Superannuation Funds
The Reserve Bank of Australia’s new Financial Stability Review also emphasized the importance of building resilience to financial and cybersecurity stress.
Market Volatility, Litigation Slow PRT Deal Flow
Solutions could include consideration of plan design and lifetime income options for plan sponsors and participants.
Moody’s, MSCI to Launch Private Credit Risk Modelling Tool
The two firms will partner on solutions to provide risk assessments for the asset class.
Cybercriminals Attack Major Australian Super Funds
AustralianSuper reported 600 members’ passwords were stolen and money was taken from four accounts.
With Slower Private Equity Exits, Secondaries Transactions Tick Up
Secondaries volume and pricing increases create an attractive avenue to liquidity for limited partners.
Institutional Investors Expect to Raise Risk Tolerance for Private Markets
Private infrastructure is attracting more attention from pensions, sovereign wealth funds and endowments, per a Nuveen survey.
Direct Lending Default Rate Expected to Rise to 3% in 2025
KBRA anticipates an increase spurred by consumer sector defaults.
Private Equity Ownership Degrades Health Care Quality, per Senate Report
A bipartisan Senate Budget Committee found that PE firms prioritized profits over patients.
Investor Group Calls for UnitedHealth to Report Public Health Costs of Denied Access to Treatment
The Interfaith Center on Corporate Responsibility issued a shareholder proposal to examine the economic impact of health care claim denials.
Structured Alpha Manager Settlement Offers Due Diligence Lessons
Investors need to ask about managers’ controls and for ‘evidence’ they are being used, consultant says.
Conflict Not the Biggest Factor in Oil Prices Anymore
Economic factors, especially Chinese demand destruction and the growth of renewables, are flattening demand and increasing market volatility for fossil fuels.
Pension Funds Mount Defenses Against Growing Cyberthreats
Security is ‘top of mind,’ as attacks have grown and insurance is more costly.