Bloated Inventories Turning Into Economic Hindrance, Pantheon Says
The pandemic buying surge prompted businesses to stock up way too much.
Research
Asset Managers See Further Potential in Private Credit Market
Amidst market uncertainty imposed by the pandemic and interest-rate hikes, portfolios have thrived in private credit; both CalSTRS and the CAIA Association hosted asset managers to discuss the asset class.
Silver’s Price Growth Is Outpacing Gold: A Good Economic Sign
One factor that gives silver a boost is its use in renewable energy products, DataTrek says.
UBS: Why Emerging Markets Should Romp—and It’s Not All China
Changes in inflation, interest rates and the dollar are expected to factor into an EM resurgence.
Public Pension Funding Status Rose in 2022, NCPERS Says
The figure climbed to 77.8%, up 3 percentage points from the year before, a survey shows.
Limping Commodities Poised to Soar Anew, Says Goldman
China’s reopening and worldwide lack of infrastructure for raw materials should power the revival, per the firm’s Jeff Currie.
Investors Removed $111 Billion From Hedge Funds During 2022
Nasdaq eVestment’s hedge fund data showed that redemptions totaled $111 billion last year.
Slumping Leveraged Loans Are Expected to Rebound Late in 2023
M&A activity should come back in the second half, and so should this favorite borrowing instrument, according to JPM and Morgan Stanley.
PIMCO Investment Managers Tell SCERA They Expect Debt to Bounce Back in 2023
The $3.2 billion Sonoma County Employees’ Retirement System’s investment committee heard a discussion about the current state of fixed income.
How to Boost Diversification, From 2 Wise CIOs
Investment chiefs Jonathan Grabel of LACERA and Thomas Richards of the University of Missouri explain how they have broadened their portfolios’ range of investments.
M&A Deals Predicted to Increase in 2023, Survey Shows
Katten survey indicates that with companies holding large amounts of unallocated capital, middle-market private equity dealmakers see financial services, technology and insurance acquisitions as big opportunities for 2023.
JPM: Reopen Corporate DB Plans or Stop Closing and Freezing Them
Sponsors no longer need to block new workers from defined benefit pensions, as the programs are an advantage, says a study.
No Smoke and Mirrors Here: Good ESG Ratings Help Stock Prices, Bad Grades Hurt Them
In the culture wars’ latest front, how sustainable principles affect equities is a burning topic addressed in a recent research study.
ESG Themes to Be Aware of in 2023
Top concerns for ESG investing in 2023 include net-zero emissions targets, employee well-being and data scarcity, according to one annual global outlook.
Ash Williams: Passive Investing’s Use Is an ‘Illusion’ That’s Now Dispelled
It’s a creature of another time, and active management is needed for today’s challenges, the investment legend argues.