Asset Allocation
Bond Market Volatility Expected to Persist
Significant changes from President-elect Trump’s fiscal policies are likely to have an impact into the second half of 2025 and beyond, bond market sources say.
Tag: Bonds
Asset Allocation
Stocks Tend to Zigzag Around Olympics, Says Ned Davis
They usually drop before the summer games, then recover, the research firm found.
Pensions
Worldwide Pension Funds Rebounded in 2023, but Failed to Make Up for 2022’s Wipeout
An OECD study concluded that last year’s progress did not bring funds back to year-end 2021 levels.
Asset Allocation
Energy Company Bonds Lengthen Maturities—a Threat to Investors, Report Says
The problem: Demand in coming decades will fall for fossil fuels, putting debt at risk, Anthropocene institute warns.
Asset Allocation
60/40 is Still Resilient for Allocator Portfolios
Despite a positive correlation regime, bonds still belong in an institutional portfolio, PGIM says.
Market Moves
Maybe Baby Boomers Won’t Tank the Stock Market by Cashing Out
The common wisdom has been that retirees will liquidate their holdings in securities and real estate to fund their old age.
Asset Allocation
Ned Davis Snubs Cash Investing, Lauds Stocks and Gold
Research firm overweights equities and bullion, amid pending rate drop.
Corporate Moves
Saudi Arabia Transfers 8% of Aramco to Wealth Fund
The capital infusion into the sovereign wealth pool is meant to aid the kingdom’s bid to diversify its economy.
Pensions
Developed Nations’ Public Pension Plans Dropped By Average of 15% in 2022
An OECD report details how rough last year was for global funds, although the U.S. was protected slightly by a strong dollar.
Asset Allocation
What Is the Future of the 60/40 Portfolio?
Already a trope in transition, the traditional portfolio had a rough 2022, so modern-day allocators must evaluate all potential paths forward.
Risk
Weak Companies’ Low-Yielding Bonds Set to Hit Maturity Wall
Risk grows as a raft of junk-rated issuers, paying modest interest, must refinance their debt at much higher rates.
Asset Allocation
Allocators Increasingly Shying Away From Risk, Survey Says
Almost half are slowing and one-third are lowering exposure to stocks and other risk assets, per CoreData.
How to Allocate Your Assets, by Top Consultants
Class of 2023 Knowledge Brokers give their thoughts on allocation strategies in a higher-interest-rate world.
Research
Why a Slowdown Might Not Be Too Bad, CIOs Say
At a Franklin Templeton webinar, finance chiefs describe corporate America’s strengths.