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Geopolitical Volatility Defines Markets to Start 2026Geopolitical Volatility Defines Markets to Start 2026
Market Moves February 2, 2026

Geopolitical Volatility Defines Markets to Start 2026

Commodities rise; the dollar falls amidst deglobalization.

2026 Investment Outlook

U.S. fiscal and monetary policies, new bilateral trade agreements, along with ongoing geopolitical and technology changes are likely to drive investment markets in 2026.

see updates from our news team >
Corporate Moves February 11, 2026

Cerity Partners to Merge With Investment Consultant Verus

The combined firm would manage and advise on $1.3 trillion in assets.
Newsmakers February 11, 2026

Manager Who Stole Millions From Pension Clients Files for Congressional Run

Alan Bond was convicted in 2003 for stealing millions in kickback and cherry-picking schemes. Now he is running for a House seat as an independent in New Jersey. Bond says much has changed since then.
Pensions February 10, 2026

WTW Sees Nearly $100B UK Pension Risk Transfer Market in 2026

Favorable pricing and strong competition could drive industry growth this year.
Corporate Moves February 10, 2026

Neuberger Berman to Acquire McKinsey’s Wealth and Asset Management Unit

MIO Partners will be integrated into Neuberger following SEC scrutiny of McKinsey’s nonpublic information controls.
Asset Allocation February 10, 2026

Public Pensions’ Growing Private Investments Expected to Further Raise Volatility in 2026

Conflicting trends of asset outperformance and risk driven by increasing workplace disability claims are expected to affect the funds, according to S&P Global.

Newsmakers February 10, 2026

LACERA Promotes Luis Lugo to CEO

The former deputy CEO succeeds Santos Kreimann, who announced in January that he was stepping down for health reasons.

Pensions February 9, 2026

Global Pension Assets Reached $68.3T in 2025

Defined contribution savings drove growth, according to WTW’s Thinking Ahead Institute.  
Market Moves February 6, 2026

Princeton University Slashes Endowment’s Long-Term Return Assumption to 8%

Citing the economic and political climate and ‘steadily declining’ long-term returns among Ivy League peers, the school is shifting its investment strategy to focus from growth.

 

Market Moves February 6, 2026

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.
Newsmakers February 6, 2026

Andrew Alley Named Global Head of Infrastructure Investments at PSP

Alley will move from a similar role at the Canada Pension Plan Investment Board.
Newsmakers February 6, 2026

San Diego Foundation CIO Matt Fettig Adds CFO Role

The $1.8 billion endowment will combine its investment and financial operations.
Alternatives February 6, 2026

KKR Announces Deal for Sports Investor Arctos Partners

The $1.4 billion acquisition of the Dallas-based firm will add exposure to the growing sports opportunity.
Asset Allocation February 5, 2026

Finding the Right Sports and Media Investment Opportunities

Not all investors may have access to the most coveted teams, but opportunities abound in the $2.5 trillion sports economy.
Risk February 5, 2026

SWFs Must Bolster Resiliency During Volatile Times, per IFSWF

According to the International Forum of Sovereign Wealth Funds, its investors’ strategies will not succeed by relying on asset allocation alone.

 

Pensions February 5, 2026

Investment Gains Fuel Fifth Straight Year of Asset Growth in PBGC Pension Insurance Programs

The agency’s single-employer and multiemployer programs reported positive net positions of $62.2 billion and $2.6 billion, respectively.

View News Archive

Editors' Picks

Mark Levine’s Priorities at the NYC Pension System

The New York City Comptroller aims to increase investments in affordable housing and continue the...

Senate Committee Advances Digital Asset Market Structure Bill in Party-Line Vote

Democratic opposition appears likely to hold up the legislation as it moves forward.

Most Popular

  • Princeton University Slashes Endowment's Long-Term Return Assumption to 8%

  • Quant Firms Boost Prediction Markets Trading Teams

  • Finding the Right Sports and Media Investment Opportunities

  • Andrew Alley Named Global Head of Infrastructure Investments at PSP

  • KKR Announces Deal for Sports Investor Arctos Partners

Featured Video

Market experts Indrani De, of FTSE Russell; Rebecca Patterson, a member of the Council on Foreign Relations; and Rachel Ziemba, of Ziemba Insights; share forward-looking analysis of the forces that will shape the U.S. economy and on what they expect to drive markets in 2026.

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  • https://si-interactive.s3.amazonaws.com/prod/ai-cio-com/wp-content/uploads/2023/12/02113140/ISS-SCAS-Logo-color.jpg The Top 10 Largest Class Action Settlements of 2025 This white paper takes a deep dive into each of the Top 10 largest class action settlements in 2025.
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