Allocator Insights Webinar August 17: Consultant’s View
Taylor Mammen, Heidi Poon, and David Tatkow will discuss the best opportunities for investors at 2 p.m.
Research
Woodman, Don’t Spare That Tree: Lumber Price Spiral Is Now Over
The tab for this construction-centric wood, which figures in many asset allocators’ alt strategies, has dropped back as production finally expands.
Stocks Usually Stink in August, but Bonds…
Fixed income benefits from equities’ worst month, LPL says.
What Is the 10-Year Treasury’s Falling Yield Telling Us?
Not that a slowing economy is ahead, says BCA Research. The answer, it thinks, is ‘more subtle.’
Why Morgan Stanley Thinks These Stocks Are the Bomb
The Wall Street house gives its semi-annual picks on what can do well in any economy.
Private Equity Sees Record-Breaking Dealmaking in First Half of 2021
With $580 billion in new deals already, EY says the industry is on pace for its first trillion-dollar year.
Report: Fat From Funding, Corporate Pensions May Want to Hibernate
Now is a good time for well-funded DB plans to think about a hibernation portfolio, according to NISA.
Is the 10-Year Yield Telling Us About Inflation or the Economy? Neither, Says Well Fargo
The big dip may be forecasting exactly nothing, because other factors are making it drop, the bank argues.
Pension Funds Should Report Performance on a Monthly Basis, Markov Says
An analysis of portfolios using a returns-based lens would help some funds improve transparency, the investment researcher advises.
401(k) Plans Need a Plan When Incorporating ESG Investing
DCIIA offers ‘tactical steps’ for integrating sustainable investing into defined contribution plans.
Which Companies Have the Most Open Records for ESG Reporting?
A Booth School study has some surprises in its survey of S&P 500 sustainability disclosures.
Pandemic Magnifies Demand for Retirement Income
A BlackRock report finds plan participants and sponsors are increasingly seeking a steady retirement income stream.
How Asset Owners Can Integrate ESG into Fixed Income
Greater data in the asset class will go a long way, says a Willis Towers Watson report.
About That Tech Slowdown: The Big Digital Tomorrow Will Restore Its Place
Legacy stocks are leaders now, but 5G and other digital revolutions promise to return the disregarded innovators of yore to the fore again, Citi says.
Behavioral Biases Can Cause Real Harm to Investors
Morningstar study finds higher bias levels lead to worse financial outcomes.