Asset Allocation
Ongoing Tariff Uncertainty Tests Investor Discipline
Market swings have been all too common since last year, leading investors to warn against complacency.
Search results for: Federal Reserve
Regulation
Markets Welcome Supreme Court Decision Striking Down Tariff Authority
The court dealt a blow to President Donald Trump’s economic agenda, with markets largely reacting positively.
Research
Latin America Reforms, Potential Fed Moves Bode Well for Insurers
A report from T. Rowe Price suggested that the political climate in the U.S. and Latin America, as well as Fed expectations, provide insurers with income opportunities.
Market Moves
Quant Firms Boost Prediction Markets Trading Teams
Quantitative hedge funds are hiring staff to trade bets on sporting and political events, but winning the trust of institutional investors will be a big challenge.
Market Moves
Expect Equity Markets to Broaden in 2026, Led by Small Caps, International
Both fiscal and monetary stimulus should boost earnings in the U.S. and abroad, with dollar weakness continuing to underpin international stocks.
Market Moves
Bob Doll Predicts Growth, Inflation Will Persist in 2026
Annual market projections from Crossmark’s CIO foresee ‘High-Risk Bull Market’ in the coming year.
Asset Allocation
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.
Asset Allocation
Eyeing the Risks in Credit Markets
As 2026 kicks off, investors are ‘trying to extrapolate potential risk factors’ and looking to diversify.
Pensions
Corporate Pension Funding Surpluses Grow for Seventh Straight Month
Ratios continue to improve as markets continue to gain momentum.
Pensions
Corporate Pension Funding Ratios Hit Highest Level Since 2007
Asset surpluses of the largest corporate defined benefit plans continued to surge in September.