U.S. equities, and arguably the economy as a whole, have never been more dependent on so few companies.
The 10-year Treasury fell to its lowest point since the Revolutionary War as COVID-19 continued to hobble the economy.
The U.S. economy fell precipitously in the second quarter driven by slowdowns in consumer and business expenditures.
The push for low-cost, index investment options and competition have driven expense ratios lower as fewer can justify high-fee funds.
Endowments and foundations with larger private and alternative allocations protected assets better in the first quarter.
Berkshire Hathaway has historically been a tempering force in the S&P 500 index, this year, however, the stock has struggled.
Active management had its day in the sun during the second quarter with EAFE and ex-U.S. managers the most successful.
Private equity added 14% to U.S. public pensions over the past decade, beating out other asset classes while allocations varied widely.
Risky debt hits the market as COVID-19 cases refuse to fade and threats of continued shutdowns affect the economy.
COVID-19 shelter-in-place mandates sent millions home to work remotely but when they'll return to the office is uncertain.
The 18.8-percentage-point gap between the year-to-date returns of S&P 500 and the Nasdaq is the widest since 2003.
Growth is beating value this year — handily — and that's not supposed to happen in a down market.
The NISA Pension Surplus Risk index settled down in June as funded status improved, even as fears of a pandemic resurgence mounted.
Commercial mortgage loan delinquencies rose to $54 billion in June as retail loans continued to struggle and hotels add to stress.
The second-quarter rally in equities slightly outpaced falling rates and tighter spreads to stabilize corporate pension funding.
Investor interest in exchange-traded ESG products jumped in 2020 despite a very down and volatile year as managers keep supplying product.
High carbon regulations could put as much as $3.7 trillion of global debt at risk as states move to green initiatives.
Pension plans are looking to shift their passive investment approach to ESG and focused strategies from a broad market view.
The correlation between corporate bonds and equities has turned positive as the economy struggles to recover from the COVID-19 outbreak.
Defined contribution plans in the U.S. lost $904 billion in the first quarter, surrendering most of the advancement made in 2019.
Hedge fund assets are down $204 billion in 2020 after record March losses.
Sustainable funds are beginning to show they can compete with peers on fees.
As the equity market recovers, the divide between the haves and have-nots has been very apparent during the rebound.
Global corporate bond issuance is on pace to reach a historical high in 2020, as total capital raised nears $6.4 trillion.