The Markets April 8th, 2025 US Recession Talks Get Louder A range of banks and broker/dealers have raised the specter of a U.S. recession as the April 9 tariff deadline...
The Markets April 7th, 2025 First Quarter of 2025 Sees High 401(k) Participant Trading Activity Alight Solutions found high levels of trading in retirement plans in the first quarter of this year, as 0.77% of...
The Markets April 7th, 2025 Investment Strategists Predict Which Sectors Will Perform in a Trade War While cars, tech and retail are expected to be hit hard, healthcare and other service-oriented sectors are likely to fare...
The Markets April 4th, 2025 Analysts, Institutional Investors React to Trump Tariffs Analysts at several firms have pointed to the possibility that the most recently announced tariffs are a negotiating ploy, as...
The Markets April 2nd, 2025 Popularity of No-Load Mutual Funds Whittles Down Fees Expense ratios for mutual funds and ETFs have plunged over the past 28 years, per an ICI report.
The Markets April 1st, 2025 Larry Fink Touts Importance of Private Assets in Annual Letter One way to fix the “retirement gap” is to increase access to alternative investments in 401(k) plans, according to BlackRock's...
The Markets March 31st, 2025 PGIM Research Examines Deglobalization’s Portfolio Implications Approximately 25% of global GDP, including a significant number of strategic and high-tech sectors, is deglobalizing, according to the report.
The Markets March 21st, 2025 PGIM Talks Deglobalization’s Portfolio Implications In New Report Research from the asset manager shows the world is in an era of two tracks—the 25% now deglobalizing and the...
The Markets March 20th, 2025 401(k)s Not the Place for Private Equity, Says Johns Hopkins Study New research, focused on 19 of the 25 largest U.S. private equity-leveraged buyout families, argues private equity is riskier than...
The Markets March 19th, 2025 Pension Risk Transfer Just Shy of Record Year in 2024 According to LIMRA, 14 carriers reported more than $1 billion in pension risk transfer sales during 2024.
The Markets March 18th, 2025 Financial Advisers Hone In on Private Infrastructure Investments Private equity remains the largest private markets investment by far, according to a Hamilton Lane survey.
The Markets March 17th, 2025 Weak Market Returns Sink Corporate Funding Ratios Tough markets and rising liabilities resulted in declines in pension funding levels in February.
The Markets March 11th, 2025 Money Market Fund Assets Hit Record $7T In light of continued market volatility, investors appeared to move money into what they see as more stable investments
The Markets March 6th, 2025 OCIO Market Totals Nearly $4.8T, Says Chestnut Advisory The largest OCIO provider is Mercer, with $548 billion in outsourced assets under management. Captrust is the fifth largest provider,...
The Markets March 4th, 2025 Private Equity on Comeback Trail for 2025, Says McKinsey In 2024, private equity returns declined to 3.8%, the third consecutive year in which the public markets outperformed the asset...
The Markets February 14th, 2025 Insurers Seek Private Market Exposure, Take More Risk in Portfolios According to Conning’s annual insurance investment risk survey, insurance investors are far less concerned about inflation than in recent years...
The Markets February 14th, 2025 Corporate Pensions Continue Funding Surplus Rise in January Many companies with pension funds in surplus are choosing to outsource the investment management of their portfolios or to offload...
The Markets February 13th, 2025 Income Target-Funds Reach $22B in Assets in 2024 A majority of workers participating in employer-sponsored plans (86%) said they want their employers to offer in-plan retirement income options.
The Markets February 11th, 2025 DC Asset Growth Leads Global Retirement Assets to Reach $58.5T Defined contribution assets have grown by an average of 6.7% per year since 2014, while defined benefit assets have grown...
The Markets February 10th, 2025 Legal & General to Sell 20% Stake in PRT Business In addition to the pension risk transfer stake, Japanese insurer Meiji Yasuda will acquire all of L&G’s U.S. protection business...