For the world's largest asset owners | Chief Investment Officer

Commercial Real Estate Investors See a Rebound Ahead

Asset Allocation February 23, 2026

Commercial Real Estate Investors See a Rebound Ahead

Leasing activity is picking up for a sector emerging from several years of headwinds.

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 >

Asset Allocation February 26, 2026

Ongoing Tariff Uncertainty Tests Investor Discipline

Market swings have been all too common since last year, leading investors to warn against complacency.

Corporate Moves February 26, 2026

AT&T Agrees to Allow Shareholder Proposal Submitted by NYC Pension Funds

Four New York City pension funds will drop their complaint after AT&T agreed to allow its shareholders to vote on workforce demographic disclosures at its annual meeting.

Newsmakers February 26, 2026

Former Alaska Permanent Fund CEO Joins Star Mountain Capital

Angela Rodell will be a senior adviser at an employee-owned investment firm managing approximately $4.5 billion in assets.

Pensions February 26, 2026

Equities, Gold Drove Wyoming Retirement System’s 17.8% Return in 2025

WRS assets surpassed $13.1 billion at the end of the year.

Regulation February 26, 2026

Senate Democrats Introduce Bill to Bar Institutional Investors From Buying Single-Family Homes

The legislation came on the same day President Donald Trump, in his State of the Union speech, said: ‘We want homes for people, not corporations.’

Corporate Moves February 26, 2026

Victory Capital Makes Competing Bid for Janus Henderson

The consideration of $57.04 per share is 16% greater than Trian’s acquisition bid.

Asset Allocation February 26, 2026

MFS President: We Are Seeing Unintended Consequences of Passive Investing

Citing Vanguard’s Jack Bogle, Carol Geremia told investors that a better balance between active and passive investments is needed.

Research February 25, 2026

Insurers Plan to Increase Alts Allocations

Carriers have an optimistic outlook but are also signaling caution by reducing risk, according to Conning.

Pensions February 24, 2026

OMERS Returns 6% in 2025, Dragged by Private Equity

The assets of the Ontario Municipal Employees Retirement System rose to $106 billion at the end of December, as equities and real estate gained.

Asset Allocation February 23, 2026

Private K-12 Schools See Double-Digit Returns, Uptick in OCIO Use

Independent school endowments saw an average 11.5% return in fiscal 2025, with more than half outsourcing various investment functions, according to Commonfund.