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.
Asset Allocation
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.
Twitter to Pay $809.5 Million to Settle Securities Fraud Lawsuit
The social media company was accused of concealing from investors its stagnant user growth and declining user engagement.
Gensler Stands Up for the Robinhood Gang
It’s OK for meme investors to collaborate on social media, the SEC boss says. Too bad for short sellers.
States Divest Unilever Stock Over Ben & Jerry’s Boycott
New Jersey and Arizona are pulling a combined $325 million out of the consumer goods giant after the ice cream maker said it would stop selling in Israeli-occupied territories.
How Fed Tapering Will Slam Bond Buyers
No more bond buying, plus the government’s dwindling cash reservoir, will bring pain, says Natixis’ Lavorgna.
Op-Ed: The Green Gambit—Investing for Corporate Strategic Advantage in the Post-COVID-19 World
Alan Martinovich, with global management consultancy Arthur D. Little, says now is the time to make intentional moves that will drive green transformation.
Dutch APG Launches Sustainable Index Funds
The Netherlands’ largest pension provider and active investor advocate is dipping its toe in passive waters.
Why Wall Street Is Eyeing a Correction Coming Soon
Numerous strategists think things are getting dicey as we enter stocks’ lousiest month historically.
The Amazing 10-Year Treasury and Its Slow-Motion Future
Why the benchmark bond is expected to rise, but at a sluggish pace.
Former HeadSpin CEO Arrested in Alleged $80 Million Fraud
Manish Lachwani is accused of grossly overstating sales figures when courting investors.
Chairman of Dutch Asset Manager MN Steps Down
Chief Financial and Risk Officer Fleur Rieter has been named interim chair.
Maybe the Drought Won’t Be That Bad for Ag Commodities
Big harvests outside the drought-stricken West may make up for a lot of the crop shortfalls, says Wells Fargo.
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.