Insurers Further Embrace Private Assets, Especially Private Credit
Approximately 62% of insurers plan to increase their private markets allocations, according to a survey of insurance CIOs conducted by Goldman Sachs.
Research
Institutional Investors Expect to Raise Risk Tolerance for Private Markets
Private infrastructure is attracting more attention from pensions, sovereign wealth funds and endowments, per a Nuveen survey.
Deglobalization Has Portfolio Implications, per PGIM
According to research from the asset manager, the world is in an era of two tracks—the 25% now deglobalizing and the 75% still integrating into the world economy.
Broad PRT Market Growth Continued in 2024
LIMRA reported single-premium pension risk transfer sales hit $51.8 billion last year.
AI Energy Drain Among Issues Facing ESG Investors
Data center energy needs, human rights and plastic pollution are among trends for investors to watch, according to ISS ESG.
Public Pension Plans Reach 5-Year High of 83.1% Funded
The funds returned 9.47% in fiscal 2024, according to a National Conference of Public Employees Retirement System study.
Asset Manager IT Pros Report AI Use Slowed by Internal Resistance, Inadequate Infrastructure
Per a survey by Rackspace Technology, most asset managers plan to move digital data to a private cloud to increase security.
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.
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.
Latin America Lags in Establishing Sovereign Funds, Report Finds
According to the International Forum of Sovereign Wealth Funds, countries in the region should look to ‘other emerging regions’ for guidance.
Netherlands Holds Best Retirement System in the World for Another Year
Iceland and Denmark retained their spots near the top of the Mercer CFA Institute Global Pension Index, although the report noted the global need for retirement reform amidst falling birthrates and increasing longevity.
Active Bond Funds Outpaced Passive Peers Over Past Year, per Morningstar
Actively managed real estate funds were also among the top outperformers for the 12 months that ended June 30.
The Market’s Big Tech Concentration Is Not a Problem, Robeco Report Finds
Even if an economic dip sends stocks lower overall, the Mag Seven’s earnings should hold up, the Dutch firm says.
Talk of Presidential Race Showing Up on Earnings Calls
The word ‘election’ has appeared almost twice as often as it did four years ago, per FactSet.
Study: Decline in DB Plans Widens Income Inequality Gap
NCPERS research found that increasing income inequality ‘degrades national economic growth.’