What Will Be the Best Future Tech Plays? Not the Big Five
UBS’s Haefele says tomorrow belongs to up-and-coming AI, big data, and cybersecurity outfits.
Asset Allocation
Wellcome Trust Saw 34.5% Returns for Fiscal Year 2020-2021. Here Was Its Strategy.
This is the British health care charity’s best-performing year in two decades.
Blackstone Invests $3 Billion in CDPQ-Owned Invenergy Renewables
The Quebecois pension fund will remain a majority owner, and Invenergy management will run the firm.
You Thought 2021 Was a Big VC Year? Ha!
A huge number of venture capital-backed companies are poised to go public in 2022, says PitchBook.
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.
Byron Wien: Gold Price Will Hit Record This Year
The Wall Street sage issues a prediction for the metal among his 10 expected ‘surprises’ for 2022.
NY Pension Shifts Global Equity Assets to Alts
The New York State Common Retirement Fund has also committed $2 billion to a climate transition index.
Calendar Effect: What January May Tell Us About the 2022 Market
New CFRA data confirms that if this month goes well, the rest of the year usually does, too.
‘Smart Money’ Flows Into Options Markets, Not Equities
Research finds options markets anticipate Supreme Court decisions better than stock markets do.
Insurance Firms Seek Out Sustainable Investments for Higher Yields
A report finds climate change and a low-return environment are spurring ESG investing among insurers.
The Case for Why REITs Will Continue to Do Well
After a boffo, market-beating 2021, they should enjoy good growth ahead due to growing demand and tight supply, says BCA. Like data centers.
Embattled Cathie Wood Talks Her Disruptive Book
Her innovation stocks are in the tank now, but she says that’s temporary—and her favorite names are a bargain.
Tiger Global Makes First Investment in Pakistan
Investments in Pakistani fintech startups are up 437% when compared to last year, according to Bloomberg.
Special Report: Green Jobs Have a Nice Future … But Fossil Fuel Work Will Persist
While oil and gas workforces are projected to shrink, they aren’t expected to vanish for some time.