For the world’s largest asset owners
February 22, 2021
Is the Big US Retail Sales Number Temporary?

Wells Fargo wonders about the surge’s staying power, citing Walmart’s blah coming-year guidance.

Northwestern Names Amy Falls New VP and CIO

She will be the first woman to oversee the $12.2 billion endowment.

How Jeffrey Gundlach Gets Ready for Higher Rates
In Memory of David Villa
How to Prevent a K-Shaped Recovery
If You Think the Dollar Has Lost Value Now—Just Wait
House Includes Pension Reform Plan in COVID-19 Relief Bill
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Multiemployer Pensions Reach Highest Funding Levels in 13 Years

Robust asset gains in 2020 raised funded ratios to pre-global financial crisis levels.

North Korean Hackers Indicted in Cyberattacks, Financial Crimes Conspiracy

Hackers tied to a military intelligence agency allegedly attempted to steal more than $1.3 billion.

In Focus: How to Prevent a K-Shaped Recovery

Changes to the capital markets, higher taxes for the rich, tougher antitrust enforcement, enhanced education—all get proposed as cures. If the problem can’t be solved, the economy may suffer long-term.

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