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“An endowment is nothing like a savings account” that the university can simply “dip into” when the need arises.
SSGA’s chief strategist is bullish on the metal as a natural hedge to geopolitical uncertainty and volatility — not just inflation.
The investment and wealth unit has shifted focus for 2025 amid volatility in both high yield and equity, with private markets more important than ever.
Investor sentiment is shifting as experts warn the President’s “strong rhetoric and the potential for retaliatory measures should increase global economic uncertainty.”
“The proliferation of early-stage AI-focused transactions at hefty valuations masks a broader venture industry still facing corrective challenges.”
Jon Caplis, CEO of PivotalPath, talks about how bad benchmarks have distorted fund performance, hamstrung the industry, and what needs to happen to finally resolve the problem.
Still, many experts say the standards are a positive move. “Asset owners will finally be able to compare OCIOs and their track records.”
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Geopolitical risks drive thoughtful asset selection
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