An OECD report details how rough last year was for global funds, although the U.S. was protected slightly by a strong dollar.
Risk grows as a raft of junk-rated issuers, paying modest interest, must refinance their debt at much higher rates.
AUM growth decelerates and fundraising softens, Preqin reports.
Lower valuations and lots of unspent cash are the ingredients for an eventual upturn, says PitchBook.
At a Franklin Templeton webinar, finance chiefs describe corporate America’s strengths.
Some allocators and managers are doing this, expecting a price pop ahead and collecting nice interest payouts along the way.
Big tech mega caps skew the profits picture, and stripping them out makes the outlook flat.
Volatile markets wipe out nearly all of the previous year’s S$22 billion gain.
Perhaps the 2020 downturn was just Part 1, BCA Research warns.
Some strategists say pandemic spending and other factors have severed the historic sequence.
With tighter regulation on the way and the potential for firms to feign artificial intelligence influence, SocGen recommends a diverse approach.
Foreign investment is surging into American industrial construction, according to the strategist.
The firm advises lowering exposure to stocks in preparation for a recession finally rolling in.
ClearBridge Investments' 10 signals of an economic downturn are now blinking red.
After a punishing 2022 ended on a slight upswing, allocators posted a 4.1% increase in this year’s first period, per a Northern Trust study.