International / Global / Emerging Markets
Mid-Atlantic Plan To Begin Int’l Equity Search

The plan’s general investment consultant will search for a new active international equity manager in the near future.

11.04.25
People Moves
Texas Pension Fills Real Estate Role

The retirement system promoted an internal staff member to its director of private real estate role.

11.04.25
People Moves
RBC GAM Adds Institutional Portfolio Mgr.

Firm has hired Christopher Martin as lead institutional portfolio manager for alternative investment strategies.

11.04.25
Multi-Asset/Investment Advisor
Calif. City Posts Investment Advisor RFQ

The city is considering an external municipal advisor to handle its $160 million portfolio.

11.04.25
Private Equity
Wisconsin Discloses Commitments

The pension plan disclosed commitments totaling roughly $778 million in the third quarter.

11.04.25
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Asset Study/Review
Midwest Pension Plan Adopts New Asset Allocation

The retirement system also placed its international large-cap growth equity manager on watch last month.

11.04.25
People Moves
Evolution Credit Partners Names Capital Formation MD

The managing director will co-lead fundraising initiatives across the firm’s platform.

11.04.25
In The News
Global yield curves: The overlooked catalyst driving stocks higher

A crucial economic indicator flashes green, yet few take heed. Convinced it outlived its usefulness, they shun this bullish signal or dismiss it outright. What is it? “Yield curves” – and understanding their sneaky global power gives you an advantage. Let me show you why this antiquated economic gauge has renewed energy – and what it says for stocks’ future.

The National
Is Google Screwed? Maybe. But Not How You Think.

The internet’s most profitable business model has always been simple: running search ads on monetizable queries. When you search “how many protons are in a cesium atom,” Google makes no money. When you search “best tennis racket,” it prints cash.

This asymmetry defines the entire search economy–some queries are pure curiosity, and others have direct purchase intent. It’s part of why Google (where people often search for products) is a $2T company and Wikipedia (where people search for knowledge or fun facts) is a non-profit.

Andreessen Horowitz
Charley Ellis: Indexing Is a Marvelous Gift

The noted author, consultant, and academic on the virtues of simplicity, the challenges facing active managers, and why he would stay away from investing in private capital.

Morningstar
Emory braces for a big tax increase on endowment after Trump bill

Emory University is anticipating a multimillion-dollar increase to its tax bill this year, which could mean less money for research and student scholarships.

The Atlanta Journal-Constitution
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