Tag: Pandemic

Mention of price increases dropped sharply in 2Q earnings calls compared with two years before, says FactSet.

The 2.2% investment performance did not seem to matter, although a Nasdaq eVestment report shows that the outflows were concentrated in a few large funds.

Only to a minor degree, says LPL Financial—goods prices already are low, so there’s a cushion.

A host of macro problems leave PE fund investors with just small gains.

The price swings on government paper these days are ‘extremely elevated,’ according to the Bespoke Investment Group.

The classic trade-off between unemployment and inflation isn’t the same due to the Federal Reserve, in Peter Berezin’s view.

Casting aside budget hawks’ concerns and inflation upticks, the firm applauds the industrial policy under the Biden Administration.

Perhaps the 2020 downturn was just Part 1, BCA Research warns.

Companies that achieved tech advantages (such as Microsoft) and pricing power (John Deere) will triumph, says JPM’s Jared Gross.

J.P. Morgan strategist Jared Gross sketches out how small life sciences firms are now well-placed due to higher federal research funding and a more receptive FDA.

The private equity giant has shifted from offices and malls to logistics, rentals and hospitality assets.

BlackRock forecasts a 1% economic contraction this year. The question: How will investors respond?

Report finds strong economic gains attributable to DB pension expenditures in 2020 despite COVID-19 outbreak.

They usually go up after the vote, with the uncertainty over. But maybe not this year, warns Schwab’s Liz Ann Sonders and some other Wall Street savants.

While company payouts hit a record, economic problems should slow that pace up ahead, a Janus Henderson study warns.