Asset Allocation
Junk Bonds Will Return as Much as Stocks in 2022, Says Northern Trust
Outpaced last year, high yield is in solid shape at a time when stocks may come back to earth, the firm argues.
Tag: Stocks
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.
How Badly Do Rising Prices and Slowing Economic Growth Harm Stocks?
It’s not pretty: History shows that this bad combo pares equities’ median returns by 2%, Goldman says.
Market Moves
What Stocks Boast the Strongest Pricing Power to Withstand Inflation?
UBS touts a list of what it thinks are the best companies able to keep demand cranking even as they charge more.
Asset Allocation
Why Is OCERS Looking at Dumping Ray Dalio’s Prized Hedge Fund?
The California county pension program says his Bridgewater Pure Alpha has been dogging it since 2015.
Market Moves
4 Scenarios for the Fed’s Tapering: From Benign to Horrible
What should the pace of reductions be? The slower, the better, says research sage Jim Woods.
Asset Allocation
Friday the 13th Turns Out to Be a Pretty Lucky Day for Stocks
The seemingly cursed day is mostly in the black, and does quite well when it occurs in August, LPL’s Detrick calculates.
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.
Asset Allocation
Is an Equal-Weighted Stock Index Better Than a Tech-Heavy One?
Nope, says Northern Trust’s asset management unit. But they both have big drawbacks.
Asset Allocation
Stocks Usually Stink in August, but Bonds…
Fixed income benefits from equities’ worst month, LPL says.
Asset Allocation
Why Morgan Stanley Thinks These Stocks Are the Bomb
The Wall Street house gives its semi-annual picks on what can do well in any economy.
Market Moves
Why the Market’s Breadth Might Mean a Downdraft After All
Wide dispersion in stock sectors suggests a slide ahead, says Sam Stovall, citing market history.
Asset Allocation
Cathie Wood Cuts China Stock Holdings, Leery of Beijing’s Crackdown
The growth stock maven thinks official persecution will squelch valuations, especially of promising tech titans.
Opinion
Op-Ed: The Foundation of a Balanced Portfolio May Be Shifting — Here’s What to Look For
Noah Weisberger, with PGIM, lays out three scenarios for how Fed and fiscal policy could change the way bonds act to hedge equity risk.