Asset Allocation
Equity Strength May Come From More Than Just Mag 7 in 2025
Investors expect a stock rally to continue in 2025, fueled by deregulation and tax cuts, while watching policy closely.
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Asset Allocation
The Plethora of Unknowns Means Questions for Bond Investors in 2025
Private and global credit offerings could provide diversification as debt markets deal with political and policy uncertainty.
Asset Allocation
Private Markets May See a Brighter 2025
Hopes for more M&A activity could lead to more deals and liquidity.
Pensions
November Sees Another Gain in Corporate Pension Funded Status
If December can keep up the relatively strong results this year, defined benefit plan funded status may finish in the black for 2024.
Asset Allocation
Commercial Real Estate Faces ‘Major Era of Change,’ per AFIRE Pulse Report
The survey also indicated that commercial real estate investors might have preferred the candidacy of President Joe Biden to Vice President Kamala Harris.
Newsmakers
What Scott Bessent’s Appointment Means for Institutional Investors
The fund manager and former Soros CIO, set to be nominated as secretary of the treasury, has stated his intent to spur growth through deregulation and energy production.
Asset Allocation
Bond Market Volatility Expected to Persist
Significant changes from President-elect Trump’s fiscal policies are likely to have an impact into the second half of 2025 and beyond, bond market sources say.
Asset Allocation
Surging Domestic Equities, Bonds Buoy Canadian Pensions’ 5% Gain in Q3
The median plan’s returns rebounded from weak gains in the second quarter and negative returns a year ago.
Pensions
Corporate Pension Funded Status Slightly Declines in September
Plan liabilities increased faster than equity gains, resulting in slight declines in the funded status of U.S. corporate pension plans.
Risk
Signals of a Coming Recession Are Absent, Ned Davis Says
Forget about retreating to defensive stocks for now, per the firm’s analysts, as the risk of a downturn in the ‘next several months is low.’
Pensions
Corporate Pension Funded Status Mixed in August
Some trackers saw their first decline in funded status in months, during a 'tumultuous' month for equities.
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.
Risk
Immigration Critics Overlook the Good It Does, per State Street
The worker influx has led to moderate wage growth and thus held down inflation, according to the firm’s Arone.
The Transmission Mechanisms of Higher Rates
Commercial real estate faces shifts due to regulatory changes in bank lending and a cyclical price downturn. MetLife Investment Management’s real estate research team examines how these factors create a unique environment for real estate debt investors, with yields unseen since the Global Financial Crisis.
Pensions
Pension Risk Transfer Market Reaches $26 Billion in Transaction Volume in H1 of 2024
In the U.K. and U.S., large plans are increasingly seeking PRTs.