Wednesday, January 8th, 2025 ⁠A topical newsletter from CIO Economics & Markets A newsletter for institutional investors, spotlighting news and trends in economics and markets. SPONSORED AD Asset Allocation Equity Strength May Come From More Than Just Mag 7 in 2025 Investors expect a stock rally to continue in 2025, fueled by deregulation and tax cuts, while watching policy closely.   Asset Allocation The Plethora of Unknowns Means Questions for Bond Investors in 2025 Private and global credit offerings could provide diversification as debt markets deal with political and policy uncertainty. Asset Allocation Private Markets May See a Brighter 2025 Hopes for more M&A activity could lead to more deals and liquidity. Pensions November Sees Another Gain in Corporate Pension Funded Status If December can keep up the relatively strong results this year, defined benefit plan funded status may finish in the black for 2024. Asset Allocation Commercial Real Estate Faces ‘Major Era of Change,’ per AFIRE Pulse Report The survey also indicated that commercial real estate investors might have preferred the candidacy of President Joe Biden to Vice President Kamala Harris. Opinion Passive Investing Is a Choice, Not a Default Option The fee savings of passive management may obscure some of the inefficiencies embedded in benchmarks or portfolios built to mimic them, writes the head of institutional portfolio strategy at J.P. Morgan Asset Management. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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