Asset Allocation
Smart Money Portent? Bonds Are Gaining Allocators’ Interest
Meanwhile, allocators are moving out of stocks, which have been doing well lately, per a Nasdaq eVestment study.
Tag: Bloomberg US Aggregate Bond Index
Research
Emerging Market Bonds, on a Roll, Should Do Even Better, Says Ned Davis
Firm commodities prices and expected EM growth are tailwinds, the research firm contends.
Asset Allocation
Why Private Credit May Not Be as Good as It Looks
Factor in risk adjustments and fees, and this fast-growing asset class’s high returns get whittled down, an academic paper finds.
Market Moves
Bob Doll’s 2023 Predictions Underperformed
The Wall Street heavyweight’s forecast did not live up to his three-decade record, as a widely predicted recession did not materialize.
Newsmakers
No Reason Given for Departure of Investment Chief at Yale New Haven Health
Finance veteran Scott Lupkas, on the job just 21 months, had been at Raytheon and the UAW.
Pensions
Public Pension Funding Status Rose in 2022, NCPERS Says
The figure climbed to 77.8%, up 3 percentage points from the year before, a survey shows.
Newsmakers
How Bob Doll Makes His Rather Prescient 10 Annual Predictions
The Wall Street heavyweight’s forecasts for each coming year have done well over three decades, coupling conventional wisdom with unorthodox guesses.
Asset Allocation
Stocks and Bonds Should Come Back in 2023, Says Cambridge Associates
The consulting firm explains why, even with a recession, it will pay to overweight equities.
Asset Allocation
BlackRock Touts Its Ideal Asset Mix to Hit Allocators’ Target Returns
The best chance of reaching a 7.5% gain is to go heavily into bonds, its study contends.
Asset Allocation
Recession’s Market Impact May Already Be Priced In, Says Vanguard CIO
Gregory Davis predicts that a U.S. economic slump, when it occurs, will be mild.
Asset Allocation
No Place to Turn With Stocks and Bonds Both Down? JPM Has a Solution
Swap high-yielding stocks for even better-paying bonds, the bank says.
Asset Allocation
Stocks Usually Stink in August, but Bonds…
Fixed income benefits from equities’ worst month, LPL says.
Research
ESG-Backing Institutions’ Fave Allocation: Investment Grade Bonds
They’re the top asset in those sustainable portfolios, with 81% opting for them, survey says.
Who Needs Bonds Anyway?
They don’t pay much interest, and future price appreciation is so not happening. Still, they have their uses.
Market Moves
A 60-40 Portfolio Is Still the Bomb, Says Vanguard
Some have questioned the conventional asset split, but its performance during this messy year shows its worth, the firm declares.