
Tag: recession


Developed Nations’ Public Pension Plans Dropped By Average of 15% in 2022
An OECD report details how rough last year was for global funds, although the U.S. was protected slightly by a strong dollar.

Weak Companies’ Low-Yielding Bonds Set to Hit Maturity Wall
Risk grows as a raft of junk-rated issuers, paying modest interest, must refinance their debt at much higher rates.

Tepid Turnaround Seen for Alts, Once Investors’ Darlings
AUM growth decelerates and fundraising softens, Preqin reports.

Q3 Another Stinker for M&A, but It May Set Table for Sizable Rebound
Lower valuations and lots of unspent cash are the ingredients for an eventual upturn, says PitchBook.

Why a Slowdown Might Not Be Too Bad, CIOs Say
At a Franklin Templeton webinar, finance chiefs describe corporate America’s strengths.

A Crafty Way to Earn Returns From the Inverted Yield Curve
Some allocators and managers are doing this, expecting a price pop ahead and collecting nice interest payouts along the way.

Projections of an Earnings Upsurge Are Too Rosy, BlackRock Warns
Big tech mega caps skew the profits picture, and stripping them out makes the outlook flat.

Singapore’s Temasek Reports 5% Loss After ‘Most Challenging Year for Markets’
Volatile markets wipe out nearly all of the previous year’s S$22 billion gain.

Maybe It Will Be a W-Shaped Recession
Perhaps the 2020 downturn was just Part 1, BCA Research warns.

Inverted Yield Curve Nears Its First Birthday—and There’s No Recession
Some strategists say pandemic spending and other factors have severed the historic sequence.

AI Investment Is Booming—What Happens When It Flags?
With tighter regulation on the way and the potential for firms to feign artificial intelligence influence, SocGen recommends a diverse approach.

Get Ready for US Manufacturing Supercycle, BofA’s Quinlan Trumpets
Foreign investment is surging into American industrial construction, according to the strategist.

Navigating the New Bull Market: Be Careful but Not Bearish, Says LPL
The firm advises lowering exposure to stocks in preparation for a recession finally rolling in.

Statistical Recession Indicators Look Ominous
ClearBridge Investments' 10 signals of an economic downturn are now blinking red.