Wednesday, March 1st, 2023 ⁠A topical newsletter from CIO Economics & Markets A newsletter for institutional investors, spotlighting economics and markets. Pensions Stocks, Bonds—Hah! Wilshire Lays Out a Broader Asset Allocation Don’t bet on a resurgence for the big two traditional mainstay investments, the consulting firm says. Research How the Investing World Is Changing for Good, and for Bad, per JPM’s Savant An end to artificially low rates and globalization will have mixed results, strategist Michael Cembalest finds. Asset Allocation Allocators’ Favorite Stock Buys: Battered Tech Names Amazon, Alphabet and Tesla headed their pick lists in 3Q 2022, a study finds. Newsmakers CalPERS Equity Portfolio Edges Out S&P 500 Returns in Q4 2022 CalPERS’ equity portfolio returned 7.92% in the fourth quarter of 2022, eclipsing the S&P 500 performance by 84 basis points. Research Bloated Inventories Turning Into Economic Hindrance, Pantheon Says The pandemic buying surge prompted businesses to stock up way too much. Research U.S. Asset Managers Fear Federal Reserve Rate Hikes Will Cause Recession Asset managers are concerned that higher rates will spark a liquidity crisis and 27% fear that continued rate hikes will cause significant equity market losses, CoreData Research finds. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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