Market Moves
Here’s the Case for Market Optimism, Built on a Virus Retreat
Commonwealth’s McMillan lays out the road back to normal. Hey, investors seem to agree.
Tag: Economy
Opinion
Op-Ed: How Corporations Can Help Confront Rising Inequality
Amid worries of a K-shaped recovery, corporate leaders and investors can help halt the increase in disparity, global economist and investor Dambisa Moyo says.
Market Moves
Follow-Up: The Dollar Is Headed Higher, But for How Long?
Long-term forces are not the greenback’s friend, a new study finds.
Op-Ed: Which Injections Should Investors Watch in 2021?
Everyone is eager for vaccine news and numbers, but longtime investor Tony Waskiewicz argues the real portfolio boosters will be any actions from the Fed and Congress.
Asset Allocation
CPPIB, AustralianSuper, UniSuper Invest in US Toll Road
The pension heads in Canada and Australia believe the infrastructure assets will guard against inflation.
Will the Wheels Come Off the Market in 5 Years?
Doubts rise that stock’s boffo performance will keep rolling through 2025, although almighty tech might let it maintain some momentum, savants say.
Market Moves
‘No End in Sight’ to Government Spending, Gundlach Says
Bond King says that output will bring much more Treasury issuance, and the Fed’s buying a lot of it.
Coronavirus - COVID-19
A Look Ahead to 2021: Institutional Investors Brace for a Bumpy Road
The majority of global allocators are planning defensive strategies, expecting slides in everything from stocks to SPACs, a Natixis survey says.
Market Moves
2021 Economy Won’t Start Off Well, but Last Half Will Be Good, BofA Predicts
Problems like the virus and high joblessness will continue for a while, the bank’s strategists declare.
Will Snags with New Washington Stimulus Squelch the Economy and Stocks?
Not really, says UBS’s Haefele, sounding optimistic on vaccines and possible fresh aid in 2021.
Why to Invest in 2 Frontier Markets: One Stable, One Not
Panama is solid, but ever-troubled Argentina does offer spot opportunities.
Market Moves
From Here, Recovery Will be ‘Tougher,’ But Good Investments Persist
So say two savants from Principal Financial, at CIO’s Summit.
Market Moves
Don’t Sweat the Stimulus Delay, Morgan Stanley Sage Says
Trump’s axing relief package talks till after the election won’t harm the recovery, Mike Wilson argues.
Research
Will Last Week’s Selloff Wake Up Investors to the Overvalued Market? El-Erian Asks
Allianz sage spells out the difference between lowered fundamentals, like earnings, and the current rally.
Risk
CFOs: Don’t Look for a Swift Economic Recovery
A minority of the financial officers expect the US economy to improve by 12 months from now, a Deloitte survey says.