Market Moves
Politics and Interest-Rate Expectations Drove Volatility in 2025
Charts show how forces such as US trade tariffs impacted markets this year.
News
How Institutional Allocators Can Approach and Manage Volatility
A senior asset allocation strategist at Capital Group explains how organizations can determine how, where and at what magnitude to take risks.
Corporate Moves
ISS STOXX to Acquire Sustainability Indexes, Data Provider ECPI
The Italy-based company provides institutional investors with sustainable investment solutions.
Regulation
Senate Passes $900B Defense Bill That Restricts Investment in China
The restrictions include barring U.S. investors from backing companies tied to the Chinese military and economy.
Newsmakers
Aaron DiCenzo Named CIO of STRS Ohio After Serving on Interim Basis
Formerly the fund’s head of alts, DiCenzo succeeded Matt Worley in March.
Opinion
A 60/40+ Portfolio for the Next 30 Years: A Broader Tool Kit
A J.P. Morgan Asset Management CIO explains why it is time for institutional allocators to ‘diversify the diversifiers.’
Newsmakers
Longtime AustralianSuper CIO to Step Down
Mark Delaney announced plans to leave Australia’s largest superannuation fund in June 2026 after 25 years.
Asset Allocation
South Korea looks to Australia, Singapore for Next Sovereign Wealth Fund
The Asian nation is setting up an additional fund, modelled on successful entries from its hemisphere.
Market Moves
Here Come the Mega IPOs
After years of few public offerings, heavyweight private companies such as SpaceX and OpenAI look to list their shares for the first time in 2026 and beyond.
Pensions
November Delivers Mixed Results for Pension Finances
Liability increases generally offset positive investment returns.
Newsmakers
Carlyle Taps NEPC’s Bill Ryan as Head of Retirement Solutions
The investment consultant’s defined contribution team leader will join the alts manager in January.
Pensions
PME Pensioenfonds Terminates $5.9B BlackRock Mandate
The $70 billion pension fund for Dutch retirees in the metals and technology sector is the latest to drop the asset manager due to climate concerns.
Regulation
Trump Issues Executive Order Seeking to Curb Proxy Advisers’ Influence
The president specifically criticized the firms with the highest market share, Institutional Shareholder Services Inc. and Glass, Lewis & Co.
Newsmakers
RTX CIO Robin Diamonte to Retire, Deputy Joe Fazzino Named Successor
The long-serving investment head of the aerospace giant will step down in 2026.
Pensions
Single-Premium Buy-In Sales More Than Triple in Q3
The $4.3 billion in sales represents the highest quarterly sales for buy-in products on record, according to LIMRA.