Research
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.
Search results for: Apple
Asset Allocation
Small-Cap Stocks Usually Surge in Presidential Years—but Not This One So Far
Large-caps continue to dominate, upending the historical pattern, as outlined in a Royce study.
Pensions
Corporate Pension Funded Status Stays Flat in July
Strong equities were equivalent to or offset by a decline in pension discount rates.
2024 NextGen — Zachary Mees
The CHIEF INVESTMENT OFFICER Editorial Team shared a dozen questions with all our NextGen nominees and asked them each to pick six to answer. Their answers informed our decision...
Pensions
REST Pension Core Strategy Returns 8.67% in Fiscal 2024
The Australian fund manages more than $53 billion in assets.
Asset Allocation
Gabelli’s Global Investing Game Plan: Go Big on US Stocks
For 3 of the asset manager’s top strategists, the notable exception is Tesla.
Opinion
Transparent Strategies for Sovereign Wealth Funds: Policy Recommendations on Private Equity
The experience of the Norwegian Government Pension Fund Global as a case study.
Asset Allocation
Norway’s Central Bank Adds 3 Firms to Government Pension Fund Global’s Exclusion List
The $1.65 trillion pension giant is prohibited from investing in Adani Ports & Special Economic Zone, Weichai Power and L3Harris Technologies.
Market Moves
The Question for Nvidia: How Fat Will Its Earnings Be?
Amid high expectations, the AI-oriented chip firm is scheduled to report its quarterly results on Wednesday.
Asset Allocation
Family Offices Grow, as the Rich Get Richer
The number of very well-off more than doubled over the past two decades, a JPM report finds.
Pensions
Bank of America, Goldman Sachs, Morgan Stanley Accused of Delaying on Clean Energy Financing Disclosure
NYC Comptroller seeks annual disclosure of each banks’ ratio of clean energy supply financing to fossil fuel energy supply financing.
Research
Rising Nationalism, Inflation Create ‘Unique Risks’ for Sovereign Wealth Funds
Global institutional investors need to reassess conventional portfolio construction and risk management practices, analysis finds.
Pensions
NYC Pensions Negotiate Worker Safety Deals With Major Telecoms Companies
SBA Communications, American Tower, and Crown Castle have agreed to increase disclosures about tower site safety.
Research
Magnificent Seven’s Earnings Have Peaked, BofA Says
The big tech companies’ previous cost cutting boosted profits, but that stimulus is abating, per a bank study.
Research
How Endowments Can Evaluate Their Sustainability Levels
A new method to assess institutions is unveiled, with the highest marks going to Lewis & Clark College.