Why the Market Now Likes Rate Hikes: They Don’t Hurt Stocks
History shows anything short of Volcker-style shock tactics is a plus for equity prices, CFRA says.
News
Record Returns Not Enough to Ensure Public Pension Stability
Exceeding 6% returns over the next decade will likely require excess risk or consistently performing well above average.
How to Navigate the New Pandemic Business Cycle
CIO Sean Bill says, 'It's going to get a lot trickier.'
Where to Go If Large Tech Is Wilting? Big Defensive Stocks
That’s the advice of Morgan Stanley’s Mike Wilson. Here’s why.
Apple Is Almost Half of Onetime Tech-Phobe Buffett’s Portfolio
The Berkshire chief admiringly calls the iPhone firm his ‘third business.’
Penn SERS Changes Its Travel Rules to Prevent Excessive Spending by Staff
Ambiguities in travel policies have caused issues at other Pennsylvania funds.
Hey, Fed: Here’s More Evidence Inflation Is Going Nuts
The latest wholesale price report marks a record increase, as central bank policymakers gather to ponder next steps.
Britt Harris and UTIMCO’s Next CIO Rich Hall Discuss Plans for the Endowment’s New Era
The CEO and CIO are planning for a secular change ahead.
Inflation, the Public’s Main Bogeyman, Is Peaking, Says Wall Street Savant
Commodities are starting to drop in price and new supply will ease housing costs, argues economist David Rosenberg.
Real Estate PE Firm Founder Sentenced to 5 Years for Fraud
Eric Malley pleaded guilty to scamming over 300 investors out of approximately $58 million.
6.8% Inflation Is Highest in 39 Years—What Does It Mean for Investors?
One CIO says this is an ‘inflection point.’
How Low Can You Go? Strategists Compete for Lowest 2022 GDP Growth
At the head of the pessimistic pack is Natixis’ Lavorgna, with a scant 2% projection.
Detroit Pension No Longer Suing Dan Gilbert
The fund had accused the businessman of insider trading.
Breaking News: Penn SERS Names Joseph Torta Executive Director
The top two positions at the $39 billion pension fund have turned over in less than half a year.
Yay, Jobless Claims Take Big Dip, but the Market Is Unimpressed
S&P 500 drops amid concerns over the new variant, overshadowing the biggest unemployment filings drop since 1969.