Pensions
Stocks, Bonds—Hah! Wilshire Lays Out a Broader Asset Allocation
Don’t bet on a resurgence for the big two traditional mainstay investments, the consulting firm says.
Tag: Stocks
Risk
What Happens After That Soft Landing? BCA: Nothing Good.
Maintaining a position just short of a recession is almost impossible to do, the research shop says.
Asset Allocation
Allocators’ Favorite Stock Buys: Battered Tech Names
Amazon, Alphabet and Tesla headed their pick lists in 3Q 2022, a study finds.
Research
How the Investing World Is Changing for Good, and for Bad, per JPM’s Savant
An end to artificially low rates and globalization will have mixed results, strategist Michael Cembalest finds.
Asset Allocation
Stocks and Bonds Should Come Back in 2023, Says Cambridge Associates
The consulting firm explains why, even with a recession, it will pay to overweight equities.
News
BCA: Why the Dollar’s Surge, Now Ebbing, Will Resume—After Some Tumult
Once economic and geopolitical turmoil subsides and rates tick down, the buck will be back, the research firm says.
So When Will Stocks and Bonds Un-Link?
It’s a rarity for the two main asset classes, almost always negatively correlated, to perform a duet. Here’s what allocators can do about that.
LDI Push to Lower Stock Exposure Reaches Its Destination
The de-risking trend has seen equities cut in half since 2008, to around 30% of assets, and Milliman thinks that’s where it will stay.
Research
Pension Investments Boost Corporate Productivity, Study Says
Production leaps 3.5% for public companies, thanks to extra capital.
Research
What Ails the Stock Market: A Stimulus Hangover
Bank of America puts a $13.5 trillion price tag on Washington aid, which set the U.S. up for its current economic travail.
Asset Allocation
BofA’s Answer to a Bear Market: Outdex, Don’t Index
The shortcomings of the S&P 500 make this method preferable, says the bank.
Asset Allocation
BlackRock Touts Its Ideal Asset Mix to Hit Allocators’ Target Returns
The best chance of reaching a 7.5% gain is to go heavily into bonds, its study contends.
So Are ESG Investments Lousy, or Not?
Governor Ron DeSantis and other GOP pols seek to stamp out sustainability-minded investing, charging that it delivers poor results.
Asset Allocation
CalSTRS Moves to Lower Holdings of Carbon Emitters
Pension fund wants to halve its investment exposure to them by 2030.
Asset Allocation
Allocators Rebalance Too Often, JPM Says
Instead of rebalancing quarterly or monthly, do it annually, and more strategically, the firm advises.