Trends
A proposed tax increase on endowment returns making its way through Congress provides an opportunity for endowments to stress test their portfolios, according to an investment consultant.
A gradual increase to the direct lending space through the first quarter reflects private credit’s growing popularity within the industry, which expects continued growth as more institutions look to the asset class to diversify their portfolios.
New research emphasizes the importance for foundations and endowments to stay invested through all market conditions despite wanting to time the market to respond to market volatility.
President Donald Trump’s announcement of a 90-day pause on most tariff hikes on Wednesday sent markets soaring, but the rally was short lived as China continues to strike back.
Cross-border trade between Mexico and the U.S. and inflows of copper-related products stand to continue despite tariff volatility, opening up opportunities for investors.
Investors and consultants are staying the course on their asset allocations amid market volatility as the effects of President Donald Trump’s tariff policies continue to ripple.
President Donald Trump’s “Liberation Day” tariffs that encompassed nearly all U.S. trading partners have sent markets into a tailspin and have managers and consultants emphasizing the benefits of diversification.
Reporter Nancy Vailakis had the opportunity to have a conversation with Verger CIO Craig Thomas, who oversees all aspects of Verger’s investment process.
Private credit has recently sparked increased demand among the institutional investment industry and although barriers remain for females wanting to make progress in the growing asset class, Women’s History Month provides a platform to commemorate and celebrate the wins and connections women have made.
Endowment boards need to have expectations as to how asset allocation and positioning is going to impact short-term results, an interim CIO at a university said, during a conference held in Miami this week.