Risk
Siegel: Fed Will Hike Rates Soon, Slamming Stocks
The longtime market bull warns that inflation will bring tighter policy and end the equities party.
News Archive: Nov - 2021
Newsmakers
Why Is Johnson & Johnson Splitting Into Two Companies?
The conglomerate will be separating its consumer products from its pharmaceutical drugs and medical devices.
Newsmakers
CalSTRS New Headquarters Construction Delayed
The setback is expected to cost the pension between $15 million to $21 million.
Newsmakers
Why Is Elon Musk Really Dumping Tesla Stock?
He wins popularity with the Twitter crowd, but don’t think he is making any sacrifice here.
Risk
Bubble, Bubble: How Bad Will the Bull Market’s Demise Be?
With the market at a record, thoughts of the abyss are rife. Richard Bernstein lays out this dreary view.
Asset Allocation
CDPQ Invests in M3 Mortgage Group
The Canadian institutional investor has almost 10% of its portfolio invested in real estate.
Newsmakers
CalSTRS Expected to Hit Full Funding Five Years Ahead of Schedule
This year’s returns were great, but the pension has been struggling with its funded level for two decades.
Asset Allocation
How Stock Investors Can Play the Supply Chain Snarl
JPM has a list of companies it says are holding up and should be ready to rock later.
Asset Allocation
UK Pension Plans Lag Behind in Climate Change Plans
The availability of climate-related data can be a significant issue for trustees.
Asset Allocation
New York State Common Retirement Still Holds Boeing Stock, Despite Lawsuit
The fund, which just received a settlement as a result of the litigation, currently has $216 million invested in the aerospace company.
Newsmakers
The Race Is On: Brainard Emerges as Powell Re-Up Rival
The White House interviews the Democratic economist for Fed chair, setting up a two-person contest.
Asset Allocation
Why the Fed May Raise Rates Sooner Than You Think
Current projections say there will be two hikes in the latter part of 2022.
Risk
How Can Pensions Best Protect Against Cybersecurity Threats?
Some funds make costly mistakes when it comes to internet security.
Risk
Wall Street Job Losses Surge Despite Profits Near Record Highs
The securities industry workforce in New York City is expected to decline by nearly 50% more than it did in 2020.
Risk
Are Electric Vehicles Meme Stocks or Long-Term ESG Investments?
The rental car company, Avis, recently saw a 207% stock price increase when its CEO mentioned it will buy more electric vehicles in the future.