Shorting Bonds? The Case for a Seldom-Used Tactic
Allocators and other investors shy away from the practice, but a research paper argues that rising rates pose an ideal opportunity for negative bets.
Research
Simfund Adds Institutional Market Investment Information to Dataset
New module boosts observable assets under management in database to $110 trillion.
US Slides to 18th Place on Natixis’ Global Retirement Index
Norway reclaims the top spot from Iceland, while Switzerland remains in second.
Public Funds Are Among Strongest Backers of ESG Resolutions
State and local pension funds favor environmental, social and governance shareholder resolutions at higher rates than do general shareholders, Morningstar research shows.
Unexciting Earnings May Be Warning Sign, BlackRock Says
Projected S&P 500 profits rose just 6.7% in the second quarter, and even slower results are ahead. Not good for stocks, the firm contends.
‘Disruption Is the Only Constant,’ CFA Institute Research Finds
Technology, sustainability expected to drive the future of work in investment management.
Downsides of Direct Indexing: Tracking Error and Less Diversification
Research Affiliates assesses how tailoring indexes to investors’ tastes carries its own weaknesses.
Don’t Call It a Comeback: Plan Sponsors Could Thaw Frozen Defined Benefit Plans
Unfreezing pension plans may help with workforce recruitment and retention.
Get Ready for an L-Shaped Recession, Warns Credit Suisse
A deep recession and then little growth may be what’s needed to fight today’s high inflation, says strategist Pozsar.
Worsening Economy Threatens Retirement Security for Canadian Millennials
Survey finds rising inflation and interest rates are putting retirement savings in jeopardy, particularly for those under 35.
Iceland’s Retirement System Leads Global Rankings
A report finds the gender gap continues to persist in every retirement system in the world.
Asset Managers Are Feeling Leery, BofA Survey Finds
The bank says its survey is the ‘least bullish’ since October 2020.
You Can’t Judge a Pension by Its Funded Level
A new report debunks the ‘myth’ that an 80% funded level means a plan is in good health.
How Fed Tapering Will Slam Bond Buyers
No more bond buying, plus the government’s dwindling cash reservoir, will bring pain, says Natixis’ Lavorgna.
Op-Ed: The Green Gambit—Investing for Corporate Strategic Advantage in the Post-COVID-19 World
Alan Martinovich, with global management consultancy Arthur D. Little, says now is the time to make intentional moves that will drive green transformation.