Latest Charts

China increases Treasury holdings

Through the end of August – the most recent data period – China's net position in U.S. Treasuries grew $3.5 billion since the start of 2017.

Bond funds see flows slide as rates rise

Institutional flows into fixed-income mutual funds slid in each of the first three quarters of 2018 as the yield on the 10-year Treasury rose from 2.4% at the end of 2017 to 3.06% on Sept. 30.

Markets battered on trade early in fourth quarter

The components of the S&P 500 have had a rough start to the fourth quarter after reaching its most recent high on Sept. 20. Up to that date, the index had gained 11.16% on a total-return basis since the start of 2018, and 8.3% quarter-to-date.

Ivy endowments return average 11.8% in 2018

Princeton University led the eight Ivy League schools with a 14.2% fiscal year 2018 return, followed by Brown University's 13.2% and Penn's 12.9%. Over the 12-month period, Princeton's assets rose 8.8% net of spending to $25.9 billion.

Treasuries spike as curve steepens

The 10-year Treasury yield found some life this week, jumping to a seven-year high of 3.22% as of Friday afternoon after starting the week at 3.06%.

Private capital funds get larger

The average size of a private capital fund closed during the third quarter was $654 million, more than twice the size of the average fund five years earlier.

Money managers cool as rest of markets re-heat

The share price of the 25 largest money managers fell on average 2.05% over the five-day period ended Oct. 2. Weighted by market cap, the group fell 1.9%. T. Rowe Price, Legg Mason, AllianceBernstein and Invesco were the only members of the group to manage a positive return over the period, with Invesco barely making it over the break-even mark.

Charts

China increases Treasury holdings

Through the end of August – the most recent data period – China's net position in U.S. Treasuries grew $3.5 billion since the start of 2017.

Charts

Bond funds see flows slide as rates rise

Institutional flows into fixed-income mutual funds slid in each of the first three quarters of 2018 as the yield on the 10-year Treasury rose from 2.4% at the end of 2017 to 3.06% on Sept. 30.

Charts

Markets battered on trade early in fourth quarter

The components of the S&P 500 have had a rough start to the fourth quarter after reaching its most recent high on Sept. 20. Up to that date, the index had gained 11.16% on a total-return basis since the start of 2018, and 8.3% quarter-to-date.

Charts

Ivy endowments return average 11.8% in 2018

Princeton University led the eight Ivy League schools with a 14.2% fiscal year 2018 return, followed by Brown University's 13.2% and Penn's 12.9%. Over the 12-month period, Princeton's assets rose 8.8% net of spending to $25.9 billion.

Charts

Treasuries spike as curve steepens

The 10-year Treasury yield found some life this week, jumping to a seven-year high of 3.22% as of Friday afternoon after starting the week at 3.06%.

Charts

Private capital funds get larger

The average size of a private capital fund closed during the third quarter was $654 million, more than twice the size of the average fund five years earlier.

Charts

Money managers cool as rest of markets re-heat

The share price of the 25 largest money managers fell on average 2.05% over the five-day period ended Oct. 2. Weighted by market cap, the group fell 1.9%. T. Rowe Price, Legg Mason, AllianceBernstein and Invesco were the only members of the group to manage a positive return over the period, with Invesco barely making it over the break-even mark.