Volatility Pushes Investors To Consider Active Strategies
Shifts coming at the portfolio construction and market levels mean allocators need to stay focused on their goals.
Economy
IMF Warns Middle East War Could Lead to Global Recession
The conflict has halted the economic momentum from 2025, according to the global organization.
Why the GOP’s Section 899 Spooks Investors
The provision under Republicans’ broad policy bill would raise taxes on the U.S. income of foreign businesses and individuals, which investors say will hurt capital markets.
IMF Slashes US GDP Growth Forecast Over Geopolitical Tensions, Tariff Hikes
A sharply lowered global economic growth outlook was attributed to ‘a highly unpredictable environment.’
SEC Chair Gensler to Step Down January 20
After a 'robust rulemaking agenda,' Gensler's departure will coincide with President-elect Trump's inauguration.
China to Raise Retirement Age, Starting in 2025
The new limits are aimed at stretching retirement resources to support the increasingly aged population.
How Does the Market Perform Under Democratic or GOP Rule?
Stocks seem to do better with a Democratic White House, but it’s close when you factor in control of Congress, an LPL report finds.
Economic Damage From Climate Change Could Dent Global Income by 19% Over 25 Years
Study also finds that the costs of climate change damage is significantly more than the cost to limit global warming.
Institutional Investors Remain Optimistic for 2024
A Commonfund survey of more than 200 institutions indicated confidence that the U.S. will not face a severe recession in late 2024 or early 2025.
Passive Strategies Poised to Take Mutual Fund, ETF Market Lead
Despite a ‘symbolic’ victory for passive expected in 2024, active remains dominant in the larger investing context, according to Cerulli.
How Bad Was 2022 for Asset Managers? Assets Dipped 10%
Thus far this year, the recovery is muted, a McKinsey study finds.
Inflation Is Down, but How Long Will That Last?
For several years, a Natixis report finds, as the price trends mostly point downward.
Higher Interest Costs Will Continue for Some Time, Study Says
The so-called ‘natural interest rate’ is on the rise and will keep the cost of money aloft into the 2030s, per Bloomberg Economics.
Elevated Stock Valuations Will Not Stay High for Long, Says Market Sage
Price/earnings multiples will fall amid little-appreciated economic weaknesses, per economist David Rosenberg.