WTW’s Thinking Ahead Institute found that international unrest and an uncertain worldwide economic outlook hinder an otherwise growing global retirement effort.
Analysts at the celebrated research shop say value will come to the fore during the upcoming recession.
Franklin Templeton says high rates and infrastructure needs will favor lower-cost shares.
Growth stocks rebound, banks are vulnerable, consumer staples rule—all those shibboleths are so last year, the firm’s CIO, John Linehan, says.
Riddle No. 2: Why are energy funds not the king of new investment dollars?
Investment chiefs also said they were bullish on China A shares and expect inflation to peak in the first half of 2022.
Sure, passive beats active hollow overall, but ferreting out the market beaters is worth it. Some pension funds heartily agree, some really don’t.
A more united EU, an end to too-expensive FAANG expansion, and lower prices should boost the continent’s returns.
Investors’ plan allocations to US equities averages 47.3%, the highest level since 2007, says Wilshire.