US Single-Premium Buy-Out Sales Set Record in Q3 ’22
U.S. single premium buy-out sales are poised to set new records for 2022, as the third quarter delivers $26.15 billion in buy-out transaction volume.
Research
Global Asset Allocators Continued to Grow in 2021, Hitting Almost $26 Trillion
WTW study shows the 9% pace wasn’t as high as 2020’s for the top 100 funds, but was still impressive.
BlackRock’s Suggested 2023 Buys: Investment Grade Corporates and Just 2 Other Bond Types
Still-high inflation and an expected recession call for slighting stocks and most other categories, the asset kingpin advises.
Higher Interest Rates Are Living on Borrowed Time, Jeremy Siegel Says
The Federal Reserve won’t be able to ignore a slowing economy and will reverse course, the economist predicts.
Vatican Publishes Ethical Investing Guidelines
Church says underlying factors of ESG investing “resonate” with the aims of Catholic teachings.
Most Promising Real Estate Opportunities? Hint: Not Always in Traditional Segments
Aside from the usual crowd, such as industrials and apartments, oft-overlooked niches beckon, NTAM says. Think: cell towers.
Asset Owners and Consultants Say They Gotta Change Strategies Pronto
Inflation and climate change spook them, so they’re scrambling to find smarter ways to adjust, a Nuveen survey finds
Here’s How Much Rising Rates Help Pension Plan Liabilities
Defined benefit plans see their obligations reduced, but there are also impacts on lump sum distributions, PBGC tabs and more.
Good News: An Earnings Drop Might Not Bring a 2023 Recession, Says Stovall
Profit plunges don’t always augur an economic downturn, CFRA’s top strategist finds.
Real Estate Remains a Haven Asset Class Amidst Market Volatility
Asset class offers an inflation hedge and tends to remain stable or increase in value over the long run, according to experts.
Nikko: How to Invest in Energy’s Future
Forget production companies, the investment firm says. There are much smarter alternatives.
Incentive Compensation in Financial Services Projected to Drop in 2022
In the financial services sector, base salaries increase 4% to 5% for the second straight year in 2022, while bonuses are set to fall in a difficult year for investors.
T. Rowe: Conventional Wisdom on ’23 Market Is a Crock
Growth stocks rebound, banks are vulnerable, consumer staples rule—all those shibboleths are so last year, the firm’s CIO, John Linehan, says.
What Do Pension Funds Worry Over Most?
NEPC survey says they are leery of rising interest rates, the Fed’s ability to handle inflation and profit margins.
Exploring ESG Investing: An ESG Path Forward
Asset allocators Zach Stein and Andrew Siwo discuss ESG and sustainable investing.