Stocks Are ‘Perfect Hedge’ Against Inflation, Siegel Says
Economist and Wharton School professor Jeremy Siegel likes stocks as the safest investment this year.
News
Yorkshire and Clydesdale Bank Pension Signs $2 Billion PRT Deal
The pension fund’s longevity swap agreement covers £1.6 billion in liabilities.
Equity Investments Fuel 5.9% Q1 Return for Norway’s Sovereign Wealth Fund
The pension giant also excluded two firms for ‘serious violations of individuals’ rights’ in Myanmar.
Jobs Slowdown May Finally Be Happening—So Then the Fed Can Back Off
Vacancies shrink and Friday’s employment report may aid the deceleration narrative.
‘Bonds Are Back’: Allocators Eye Elevated Returns
Higher interest rates have turned fixed income from a ho-hum investment into the hot new thing. Just ask LACERA.
Private Credit ‘at a Crossroads’ in 2023
The $2.18 trillion market is ‘flashing warning lights,’ and deal activity is expected to slow, according to a Proskauer report.
Warehouses Outperform in Cloudy Commercial Real Estate Environment
Warehouses have been red-hot for a long time but show no signs of meaningfully slowing down.
Commercial Real Estate Faces ‘Staring Contest’
Even if interest rates stop going up, CRE investors face years of fine margins and crucial risk calculations.
ESG, Non-ESG Investing Returns Differ Minimally, Says Research Affiliates
But when portfolios are not cap-weighted, green-oriented investments do better, the firm finds.
CDPQ Reports It Is on Target to Reach Net Zero by 2050
The Québecois pension fund increased its green asset investments by C$29 billion over five years.
PBGC Bails Out Bakery Driver, Newspaper Plans
The two pension plans will receive more than $300 million in SFA relief.
Why Value Stocks, Lagging This Year, Should Overtake Growth Stocks
Franklin Templeton says high rates and infrastructure needs will favor lower-cost shares.
Kansas Governor Allows Anti-ESG Bill to Become Law
Laura Kelly neither vetoes nor signs bill, permitting its implementation despite ‘reservations about the potential unforeseen consequences.’
Q1 Earnings Slide Thought to Be Rock Bottom
The March-ending quarter is expected to book a 6.2% decline, but FactSet says analysts think this is the worst.
CalSTRS Targets Carbon Emitters, Board Diversity This Proxy Season
The pension giant announces it will vote against the biggest polluters and all boards that have no women members.