Asset Allocation
Broken Homes: Trouble Stirs in Booming Housing Sector
Affordability questions and rising rates chill once-hot builder stocks.
Tag: Pandemic
Asset Allocation
Byron Wien: Gold Price Will Hit Record This Year
The Wall Street sage issues a prediction for the metal among his 10 expected ‘surprises’ for 2022.
Regulation
UK State Pension Struggling to Manage Inflation
The government’s decision to not increase pension payments in step with inflation in 2022 has angered many.
Newsmakers
Will Jolly Old Saint Nick Visit the Stock Market This Holiday Season?
Statistically, there’s usually a Santa Claus rally right after Christmas, and it’s a good one, says LPL’s Detrick.
Risk
Look Sharpe, Says Goldman: Stocks That Thrive Amid Volatility Will Have a Good 2022
With slower economic growth and higher rates, these shares should handily outpace the S&P 500, the firm contends.
Risk
Pension Fund Sues Peloton Over Alleged False Statements
The lawsuit claims the fitness company and its executives lied about the prospects of post-COVID growth.
Risk
Exclusive: What Does the Omicron Variant Mean for Investors? Nick Moakes, CIO of Wellcome Trust, Shares His Thoughts
The health research fund successfully shielded its investments from the downturn in March 2020 by preparing for the pandemic in January.
Asset Allocation
Good News: Dividends Bounce Back to Set Record
Sliced at the coronavirus’ outset, company payouts enjoy increases amid enlarged profits.
Risk
Stocks Avoid Taper Tantrum This Time—and Did Before, Too
None of the shock that came with the Fed’s 2013 move has appeared. And, anyway, equities seem to have a special immunity to QE’s fate.
Asset Allocation
Institutional Investors Double Down on Private Assets
Schroders says the pandemic exacerbated the need to diversify away from equity/bond market volatility.
Asset Allocation
Corporate Earnings Continue to Dazzle in 2021, But What’s Next?
Estimates for the coming two years pale compared to 2021’s fireworks.
Will Higher Savings Propel the Economy? Maybe Not
To Larry Summers, today’s trove of saved-up cash will juice consumer spending. TS Lombard is skeptical, due to the persistent virus.
Asset Allocation
Disney, Microsoft, and Twitter Are Among Stocks on Hedge Funds’ Loser List
So, you thought these big companies were unstoppable, eh? A Goldman survey of hedge operators begs to differ.
Asset Allocation
Goldman: Dollar Rally Will Fizzle
The greenback has advanced almost 4% since May, buts headwinds await, the firm warns.
The Ultimate Diversifier: What Real Assets Are Gaining in Allocator Portfolios
Infrastructure such as bridges and tunnels, plus farmland and other natural resources, is winning new favor.