How Doug Brown Guided Investments Through Turmoil
The soon-to-retire Exelon CIO, formerly at Chrysler, has ably weathered the pandemic and the financial crisis.
Market Moves
Why Allocators Do Badly When Selling Stocks
Placing too much emphasis on buying assets results in leaving money on the table once they divest, says strategist Ervolini.
Nvidia Shows ‘Em: Explosive Results Boost Nervous Market
Before the chipmaker’s earnings release, stocks had been down.
Rate Cuts: The Fed and the Futures Market Draw Closer Together
Odds are that improved economic news will slow rate declines, but that may not be much of a tonic for stocks, says LPL.
Market Cap Race: How Does Apple Stay in Contention With Microsoft?
The iPhone maker has flat revenue at best, while the software titan enjoys major top-line growth.
BlackRock’s Purchase of GIP Deepens Its Alts Exposure
Global Infrastructure Partners adds $100 billion in assets to the finance giant.
Hedge Funds’ Popularity Flags Among Allocators, per Consulting Firm
Institutions will taper off their investments to hedge operators, says Agecroft Partners.
What Will Challenge Investment Returns in 2024?
There are factors to watch that could derail or boost the markets this year.
Bob Doll’s 2023 Predictions Underperformed
The Wall Street heavyweight’s forecast did not live up to his three-decade record, as a widely predicted recession did not materialize.
Hedge Fund Industry Maturing, Adapting as Investors Rebalance
Rising rates and volatility favor active management, while high cash rates put pressure on fees as year-end evaluations are made.
What Is the Future of the 60/40 Portfolio?
Already a trope in transition, the traditional portfolio had a rough 2022, so modern-day allocators must evaluate all potential paths forward.
KKR Announces Acquisition of Remaining 37% of Global Atlantic for $2.7B
The private equity giant has owned a majority share since 2021, and the transaction continues a trend of private equity companies buying insurance companies.
No End in Sight for Venture Capital Struggles
Due to high interest rates, among other things, VC investment in new companies and IPO exits are way down from previous years.
Tech Stocks’ Multiples Too Rich to Keep Fueling S&P 500 Rise, Says Sage
Historically, when the sector’s P/Es are this high, its market performance flags over the next 12 months, per Jack Ablin.