Industry Insights

‘Unintended Consequences’ of Section 899 Could Spark Foreign Investment Retreat

The so-called revenge tax is ruffling feathers in the asset management community and increasing uncertainty in the U.S. markets.

John Crabb
Cornell’s CIO on Endowments Selling PE Stakes: ‘I Don’t Know What’s Going on There’

James Comtois
Premium
Trend-Followers Stumble Into One of Their Worst Years

Stephen Taub
After Turbulence and Turnover, Ohio Teachers Lands Executive Director

James Comtois
SPONSORED
Future Return Expectations Are Not a Straight Line, Especially in U.S. Equities

Sponsored by Morningstar

Market Intelligence

Data & Analysis

Profit Pressure: Why COOs and CFOs are Bracing for a Tough 2025

Insights from our latest US Institute Roundtable reveal concern over profitability, rising costs, and global economic headwinds shaping the financial outlook.
Data & Analysis, Guest Contributors

Investors Reach for What They Recognize

Why promising women's health companies struggle to scale and how we fix the capital chain.
Data & Analysis

CFOs and COOs Show Less Favor in Emerging Markets

New polling data suggests the appeal of emerging markets may be waning, as C-suite executives turn their focus to a steadier ground.
Data & Analysis

Out with the Old, in with the New

Changing tides mean institutional investors are shifting their product preferences.
SPONSORED
II Live: Seizing the Model Moment

Sponsored by BlackRock
SPONSORED
Gold and the U.S. Dollar: An Evolving Relationship?

Sponsored by CME Group

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24
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15
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23
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September 17-19, 2025 | Copenhagen Marriott Hotel | Copenhagen

Allocators' Choice Roundtable 2025

September 18, 2025 | Tavern on the Green | New York

Maverick Rides Amazon and Nvidia to Double-Digit May Gains

Tiger Cub Lee Ainslie III is up big on tech long positions after two strong years.

Stephen Taub June 11, 2025

Brian O’Neil (Briefly) Pauses His Retirement to Oversee Wallace’s $1.7B Portfolio

The veteran allocator who oversaw RWJ’s portfolio for 20 years is holding down the fort while Spencer Stuart seeks a replacement for its departing CIO.

James Comtois June 11, 2025

Managers Bet Big on Asset-Based Lenders

Even as experts warn of economic uncertainty, firms like Barings expect growth in alternative credit.

James Comtois June 10, 2025

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