Investors Shift to Alts, Other Active Strategies to Calm Concentration Worries
Morningstar Wealth’s CIO for the Americas cites emerging markets and early artificial intelligence ‘losers’ as potential smart plays.
Risk
Focus on Liquidity Risk Sharpens as Slower Private Equity Distributions Persist
Over-allocations, public market concentration, and questions about the cost and sources of funding all lead to questions for investors.
Allocators Focus On Risk Management in Increasingly Complex Environment
Geopolitics, trade conflicts and persistent inflation are top of mind for investors.
With Mega-IPOs, Index Concentration Can Encourage Shift Toward Active Management
As indexes are increasingly dominated by large companies, managers tout active strategies as a solution.
More Volatility or Economic Fallout? How Long-Term Investors Can Identify and Manage Risk
The ‘fundamentals’ that should stay top of mind, especially in current times, include studying data and planning for multiple scenarios.
PBGC Initiates ‘Friend of the Court’ Program
The Pension Benefit Guaranty Corporation's project aims to help private parties in cases that could have broader implications for defined benefit pensions.
How Tax Policy Changes Are Altering Charitable Giving
A change to the corporate deduction threshold has contributed to a drop in donors, but those who give are picking up the pace.
Federal Guidance: Proxy Advisers, Others May Be ERISA Fiduciaries
The Department of Labor clarified that proxy advisers “regularly fit the definition of functional fiduciaries” and that the actions of managers, sovereign funds and others could also make them advice fiduciaries.
IMF Warns Middle East War Could Lead to Global Recession
The conflict has halted the economic momentum from 2025, according to the global organization.
As Oil Prices Surge, Iran Conflict Cools Investors’ Taste for Emerging Markets
The broad effect of the war is shifting investors who were more positive on emerging markets to more neutral.
Influx of Data Weighs On Legacy Technology, Data Systems
A Macquarie Group engineer tells asset managers and investors that outdated systems can subject their organizations to risks and challenges and make it harder to integrate artificial intelligence tools.
Ongoing Tariff Uncertainty Tests Investor Discipline
Market swings have been all too common since last year, leading investors to warn against complacency.
SWFs Must Bolster Resiliency During Volatile Times, per IFSWF
According to the International Forum of Sovereign Wealth Funds, its investors’ strategies will not succeed by relying on asset allocation alone.
Credit Investors May Need More Than Coupons in 2026
With inflation data muddied, rate cuts uncertain and private credit facing tougher tests, money managers say the next year will reward investors who get specific—about curve, structure and currency.
Abu Dhabi Sovereign Fund Sues Manager Over Planned Asset Sale
The Abu Dhabi Investment Council filed a complaint against the Energy & Minerals Group related to the sale of fund assets into a continuation vehicle.