Asset Allocation
CIOs See Fixed Income Targets in High Yield, Emerging Markets, Private Credit
Panel of investment managers expects high short-term inflation, but says it’s not a concern.
Tag: Inflation
Market Moves
Is Higher Inflation Coming? Yeah, a Whopping 20%, Says Jeremy Siegel
But don’t worry, because stocks will do fine then, the noted equities fan advises.
Market Moves
Here’s Why Inflation Isn’t a Threat: Money Velocity
Yes, the dollar supply has swollen, but folks just aren’t spending that much, Natixis says.
Market Moves
Look Out: Higher Volatility Is Gonna Hit US, UBS Says
Virus jitters, higher growth and inflation, and a record-setting market will amp up the fear gauge, the bank warns.
Pensions
Funded Levels of Canadian DB Plans Climb to 20-Year High
Surging bond prices helped boost defined benefit plans’ funded ratios to 124%.
Market Moves
The Commodities Rally: You Ain’t Seen Nothing Yet
Goldman Sachs says the sector is a great investment going forward, as prices will keep rising, up 15.5% for the next 12 months.
Market Moves
Owning Bonds Is ‘Stupid,’ and They’re in a ‘Bubble,’ Says Ray Dalio
Small yields, high prices, and too much supply spell trouble, hedge fund chief warns.
Market Moves
Will Pent-Up Consumer Demand Really Supercharge the Economy? Uh-uh, Economist Warns
Stephen Roach: A lot of consumer spending already has occurred and the federal aid package will be just a temporary boost.
Don’t Blame Inflation Jitters for Rising Treasury Yields, Bespoke Says
If anything, it’s the prospect of quicker economic growth, by the research group’s reasoning.
Market Moves
Higher Bond Yields? No Big Deal for Stocks, Says BlackRock’s Rieder
Tech won’t really suffer that much because there’s so much new innovation, he argues.
How Jeffrey Gundlach Gets Ready for Higher Rates
Check out the Bond King’s model portfolio designed to hedge against inflation and—oh, yeah—deflation, too.
Market Moves
Morgan Stanley: Buy Inflation-Sensitive Stocks
A batch of names do very well when modest inflation kicks in, the firm says. Their performance lately is a mixed bag, however.
Everybody Says Higher Interest Rates Are Coming … But When and By How Much?
There are three reasons why, after long dwelling at subterranean levels, the cost of money will eventually poke its head up.
Market Moves
Jeremy Grantham Thinks the Bubble Will Burst … But He Has Some Stock Picks
The noted bearish savant isn’t optimistic in general, but still has some ideas he says will see investors through.
Market Moves
Follow Up: BlackRock’s TIPS Call Looks Prescient
Expecting higher inflation, the asset manager has called for investing in the security that shields investors.