Manager Selection
NYC Pensions Seek Public Equities Passive Index Asset Managers
It is the first time the city’s pension funds have solicited managers for public equity index services in nearly a decade.
Tag: Equities
Asset Allocation
How Investors Can Approach Portfolio Volatility Heading Into 2026
While most forecasts are optimistic for next year, volatility is projected to continue, likely resulting in a variety of strategies rising to navigate it.
Asset Allocation
Despite High Market Concentration, Investors Are Holding On
Institutions might be willing to maintain their bet on concentrated markets, if top-performing equities grind higher.
Asset Allocation
Public Equities, AI Investor Optimism Fuel CPP Investments’ 5.4% Q2 Return
The robust returns raised the pension giant’s asset value to C$777.5 billion.
Asset Allocation
After ‘Very Long Winter,’ Emerging Markets May Finally Be Living Up to Their Potential
Analysts and consultants concur that EM public assets represent an attractive opportunity, particularly in comparison to opportunities in the US.
Asset Allocation
Harvard Management Co. Adds Bitcoin, Gold; Slashes Tech Holdings
The world’s largest endowment also bought 1 million shares of Amazon, despite cutting back sharply on Alphabet, Meta and Microsoft.
Asset Allocation
Data, Custom Indexing Reshape Public Equity Portfolios
Investors are increasingly seeking to customize their investments to their specific mandates.
News
Asset Managers See Global Equities as Best Short-Term Asset
Over the next five years, a significant number of investors expect international stocks to be top performers, according to Bank of America’s June Global Fund Manager Survey.
Market Moves
US Equities Underperform Europe, China in Q1
Uncertainty over tariffs and policy led to weak performance by American stocks.
Market Moves
What Does a Trade War Mean for Equities?
Tariffs provide uncertainty for equity, but markets appear to become accustomed to them.
Asset Allocation
Strong US Economy, AI Lead to Positive Outlook for 2025 Markets
Implications of Trump polices on tariffs and immigration remain significant unknowns.
Asset Allocation
Utilities, Real Estate Equities Fuel Canadian Pension Plans’ 5.1% Q3 Returns
The performance raised the plans’ year-to-date return to 9.6%.
Newsmakers
JPMorgan Chase CEO Dimon Skeptical of Private Markets Growth
The shrinking of the number of public companies is not a good thing, Dimon said at a conference in Brooklyn this week.
Asset Allocation
Norway’s Pension Fund Global Returns 2.1% in Q2; Asset Value Rises to $1.69T
Equities were responsible for the sovereign wealth fund’s 8.6% first half gains.
Pensions
Public Equity Allocations Lead the Way for Public Pension Funds
The top-performing public pension funds this year are likely to thrive with a higher allocation to equities, according to Markov Processes International.