State-owned institutional investors reached a combined US$60 trillion in assets and foreign reserves in December 2025, according to a new report by Global SWF. The total includes assets managed by sovereign wealth funds, public pension funds and central banks, all of which expanded their balance sheets during the year. Sovereign wealth funds surpassed $15 trillion […]
During the coronavirus market crash, U.S. stocks with higher institutional ownership experienced worse performance, especially those held by active, short-term and domestic institutions, according to a recent paper. Institutional ownership of U.S. stocks has risen to massive levels, comprising 75 per cent of stock ownership overall, noted the paper by researchers at the University of […]
It should come as no surprise that asset owner sentiment is currently dominated by late-cycle tensions. Among pension plans and other institutional investors, this has translated into an appetite for de-risking and diversification, not just beyond equities but within equities (emerging markets, low volatility, small cap, et al.). The climate has also driven a notable […]
How to stay ahead of the curve in the evolving Chinese equity market.