Risk
Focus on Liquidity Risk Sharpens as Slower Private Equity Distributions Persist
Over-allocations, public market concentration, and questions about the cost and sources of funding all lead to questions for investors.
Tag: market volatility
Risk
Allocators Focus On Risk Management in Increasingly Complex Environment
Geopolitics, trade conflicts and persistent inflation are top of mind for investors.
Risk
More Volatility or Economic Fallout? How Long-Term Investors Can Identify and Manage Risk
The ‘fundamentals’ that should stay top of mind, especially in current times, include studying data and planning for multiple scenarios.
Asset Allocation
Volatility Pushes Investors to Consider Active Strategies
Shifts coming at the portfolio construction and market levels mean allocators need to stay focused on their goals.
Asset Allocation
How Should Institutional Investors Approach H2 2026—Active or Passive?
Much depends on an organization’s portfolio objectives.
Asset Allocation
Ongoing Tariff Uncertainty Tests Investor Discipline
Market swings have been all too common since last year, leading investors to warn against complacency.
Pensions
Aon Advises German Pension Clients of Risks to US Assets
The investment consultant recommended corporate pensions stop making new investments in the U.S.
Opinion
The Market Is Not Melting Down—It’s Moving Forward
How the concept of punctuated equilibrium, borrowed from scientific reviews, can help explain volatility and reduce investor anxiety.
Pensions
Pension Risk Transfer Still Attractive Derisking Option, Despite Market Volatility
Corporate pension funding ratios and the the interest rates used to value their liabilities took a hit, but the time to derisk may be now.
Global Geopolitical Realignment Has Long-Term Investing Implications
Investors are seeking safe havens and new geographic opportunities as the world becomes more fractured.
Pensions
PPG Agrees to Transfer Pensions of 4,000 Retirees
The $309M transaction moves the liabilities to insurers Legal & General and RGA.
Pensions
New York Common Retirement Fund Cuts Public Equities in Favor of Alts
The $242 billion pension giant reported a robust 4.51% investment return in Q3 of its fiscal year.
Research
Economic Concerns Likely to Spur Pension Risk Transfers
The vast majority of plan sponsors say inflation and rising rates are influencing their de-risking decisions.
Pensions
Canadian DB Plans Weather Market Volatility, Inflation … So Far
With challenging conditions likely to persist, Mercer advises plan sponsors prepare for the worst but hope for the best.
Asset Allocation
Retirement Plans Beat the S&P During a Volatile Second Quarter
Despite rising inflation and falling markets, savings remain high among 401(k), 403(b) and IRA participants.