Institutional Investors Double Down on Private Assets
Schroders says the pandemic exacerbated the need to diversify away from equity/bond market volatility.
Asset Allocation
Wells Fargo: Ax Natural Gas Too Early and the Green Energy Agenda Suffers
Gas, touted as the bridge between fossil fuels and renewables, is vital to ensure a smooth shift, a report argues.
MIT, Brown Endowments Report Over 50% Returns for 2021
MIT’s portfolio grew to $27.4 billion, while Brown’s rose to $6.9 billion.
Corporate Earnings Continue to Dazzle in 2021, But What’s Next?
Estimates for the coming two years pale compared to 2021’s fireworks.
Non-Retirement Investing Among Women Surges
A Fidelity study also finds female investors outperformed men by 40 basis points over the past decade.
The Fed Will ‘Wimp Out’ on Tightening, Roubini Predicts
Dr. Doom’s latest call: Forget about rate hikes or tapering, at least anytime soon.
Dartmouth to Phase Out Fossil Fuel Investments
The college warns that climate change effects are ‘real, far-reaching, and getting worse.’
COVID-19 ‘Fault Lines’ Cause IMF to Downgrade Forecast
Supply chain disruptions and inflation pressures weigh down the World Economic Outlook.
What If Cathie Wood’s Deflation Really Arrives? Now There’s an Antidote
Besides the celebrated money manager, few predict an upcoming era of falling prices, which a new ETF aims to buffer against.
BlackRock Launches Service to Include Annuities in 401(k) Plans
The asset management giant has signed up five sponsors in a new program aiming to provide a lifetime of retirement income.
Whew, Crypto’s Correlation to Stocks Seems to Be Over
Bitcoin has been arm in arm with the S&P 500 for months, raising questions about its use as an alt.
Get Ready for a Biotech M&A Comeback
RBC Capital, heartened by some billion-dollar-plus deals, sees a new buyout hunger in Big Pharma.
Why Are Bond Yields Climbing? Not Because of Inflation
The more likely impetus is the end of the Fed’s bond-buying spree, says Natixis’ Lavorgna.
Boston University Joins Harvard in Divesting From Fossil Fuels
The $3 billion endowment, which eliminated coal and tar sand investments in 2016, will phase out crude oil and natural gas immediately.
At Long Last, Dividends and Buybacks Are Starting to Pick Up
Companies, tightfisted on payouts since last year’s market wipeout, feel flush now, Credit Suisse says.