Risk
Cybersecurity M&A Balloons as Breach Danger Builds
Keeping Endowments Safe From Hackers
Cyberattacks on universities have soared, so university endowments are trying to catch up with other industries to ensure their portfolios are safe.
Inflation? Companies Fret Less About It Lately
Mention of price increases dropped sharply in 2Q earnings calls compared with two years before, says FactSet.
Signals of a Coming Recession Are Absent, Ned Davis Says
Forget about retreating to defensive stocks for now, per the firm’s analysts, as the risk of a downturn in the ‘next several months is low.’
China to Raise Retirement Age, Starting in 2025
The new limits are aimed at stretching retirement resources to support the increasingly aged population.
Immigration Critics Overlook the Good It Does, per State Street
The worker influx has led to moderate wage growth and thus held down inflation, according to the firm’s Arone.
Nail-Biting Time for Stock Market as Jobs Report Looms
Pressure Mounts on Public Pension Funds to Divest Chinese Investments
State and federal legislation aims to prohibit public funds from investing in the country.
Cyber Attackers Targeted 10% of Russell 3000 Companies in 2022-23, Study Says
Many corporations outsource their IT functions, which makes them especially vulnerable, an ISS report finds.
Abu Dhabi’s ADQ to Take Minority Stake in Sotheby’s for $1B
The undisclosed stake is part of the sovereign wealth fund’s plan to boost its arts and culture offerings.
Lower Inflation Should Herald Higher Stock Prices Ahead, Strategists Say
The market does get cases of the heebie-jeebies, but in recent times, these have been temporary.
Greece, BlackRock Move Forward With SWF Creation
Expect More Borrowing Once the Next Recession Hits, Says Strategist
U.S. consumers usually reduce taking out loans in a slump, so one likely winner in the coming downturn, per BCA’s Papic, is homebuilders’ stocks.
Private Credit Defaults Nudge Up: A Warning?
This relatively new alternative asset class had a 2.7% rate for loan non-payments in the second quarter, a Proskauer study says.