Asset Allocation
What Is the 10-Year Treasury’s Falling Yield Telling Us?
Not that a slowing economy is ahead, says BCA Research. The answer, it thinks, is ‘more subtle.’
Tag: Pandemic
Flowering Among the Ruins: Why Emerging Markets Are Poised for a Revival
This battered asset class should benefit from a host of new developments—such as a weaker dollar.
Coronavirus - COVID-19
Teamsters’ Pension Lawsuit Could Thwart Vaccine Mandates
The union says its pension fund’s mandatory vaccine policy violates collective bargaining agreements.
Pensions
Senate Bill Targets Women’s Retirement Savings Inequities
The Women’s Retirement Protect Act aims to close the gender gap by amending ERISA.
Commodities Rise: New Supercycle or Just a Temporary Blip?
Many institutions, wary of the asset class’s notorious volatility, keep their exposure low despite raw material price climbs.
Asset Allocation
Jerome Powell Won’t Get a 2nd Term as Fed Head, Says JPM Economist
The Democrats’ left wing will want a kindred spirit, rather than the GOP-appointed incumbent, Michael Feroli thinks.
If Governments Can Just Keep Their Cool, the Economy Will Be Fine, Says Savant
The 2020 recession was driven by policy, so any Delta-inspired double dip would be, too, Commonwealth’s McMillan warns.
Asset Allocation
Ackman: Delta Variant Won’t Stop a Roaring Economy
Recovery stocks are the place to be, says hedge fund chief, in contrast to his jeremiads of 2020.
Research
Pandemic Magnifies Demand for Retirement Income
A BlackRock report finds plan participants and sponsors are increasingly seeking a steady retirement income stream.
Market Moves
Rescue for Falling Bank Stocks: An End to Payout Curbs
The Fed is set to lift buyback and dividend restrictions, says Piper Sandler, as the flattening curve harms lenders’ shares.
Alternatives
Ontario Teachers’ Goes on Spending Spree in Education, Food, Workforce Technologies
The allocator led a series of funding rounds into ApplyBoard, Motif FoodWorks, and Beamery.
Pensions
Despite Market Rebound, Rising Unemployment Hurt Public Pensions
A report from the Center for Retirement Research finds that layoffs led to increased contribution rates.
Market Moves
Black Gold: Oil Prices Are Set to Hit $100 Again, BofA Says
Per-barrel costs have shot up from $18 in early 2020, and may even reach $175, the bank’s analysts contend.
Market Moves
How China’s Metal Price Crackdown Could Thwart the Commodities Surge
Price rises in raw materials have excited hopes for a new super-cycle. Might those be dashed?
Shiller: Today’s Housing Boom Will End, But Slowly
The market won’t collapse all at once, yet the dip still will be painful, economist says.