Research
PE Buyouts ‘Meaningfully’ Outperform Public Equities, Norges Bank Finds
The pension giant also found that venture capital and growth equity have underperformed public equities.
Markets Trend Positively for Investors, but Uncertainty Remains
New data and economic forecasts predict a soft landing, but investors may need help navigating higher inflation and hard-to-predict costs.
Is the Phillips Curve Kaput? No, But It Has Changed, Says BCA Sage
The classic trade-off between unemployment and inflation isn’t the same due to the Federal Reserve, in Peter Berezin’s view.
CFA Institute Launches Research and Policy Center
The center will seek to provide new insights into the future of the investment industry.
Why September, Usually the Lousiest Month, May Portend a Good Finish for 2023
When double-digit market growth precedes the 9th month, good things tend to follow for investors, according to LPL and BofA.
Shareholder Proposals Increase, Yet Few Gain a Majority
Environmental and social resolutions boosted the number of filings this spring, ISS says, while anti-E&S resolutions also shot up.
Assets in State-Facilitated Retirement Plans Top $1B
Led by programs in California, Oregon and Illinois, the pace of savings growth in state plans is accelerating.
Highest Dividend Payers Are Biggest Losers in S&P 500
Those stocks, such as Altria and Verizon, carry the top yields, but their flagging prices negate the sweet payouts, according to Bespoke.
More Federal Spending Is a Boon to US, Says JPM
Casting aside budget hawks’ concerns and inflation upticks, the firm applauds the industrial policy under the Biden Administration.
ICPM Gives Top Research Award to Paper Exploring Active vs. Passive Investing
Research awards were also granted to papers covering climate risk and sustainable investing.
Hedge Funds Aimed at Ailing Companies Will Do Well, Agecroft Says
A report sees higher rates and a weakening economy pushing firms into bankruptcy or restructurings.
Offices Aren’t the Most Threatened Real Estate Sector—Apartments Are
Morningstar says multi-family’s finances are even more precarious.
Unicorns Hobbled Amid VC Pullbacks
Non-public companies valued at $1 billion and up haven’t sprung back with the stock market.
Private Credit: Fees Down, Rates Ascend
Investors in the in-vogue asset class hope that rising yields will boost their take.
