Asset Allocation
Tech Rally Buoys Norway Sovereign Wealth Fund’s 13% Return
Despite missing its benchmark, the gain raised the world’s largest pension fund’s asset value to almost $1.75 trillion.
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Market Moves
China’s DeepSeek Puts a Question Mark on AI Spending
The startup’s innovative AI model is raising questions about the future of AI stocks and capex.
Asset Allocation
Private Markets May See a Brighter 2025
Hopes for more M&A activity could lead to more deals and liquidity.
Alternatives
Investing Beyond the Pros
From youth sports to wellness to gambling, technology has made it easier to invest in—and profit from—sports.
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.
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.