What Would It Take to Lower the Almighty Dollar?
Try a recession, or sanction-fueled suspicions, or high debt. But the buck’s dominance should continue, experts say.
Market Drilldown
The Woebegone Office Sector’s Bright Spot: Class A Buildings
What work-from-home problem? The sparkling new properties are in demand.
The Future of Emerging Markets Amid a War and a Pandemic
Managers on the ground are more important than ever.
3 Fund Chieftains Explain Why Oil Prices Will Keep Rising
To Britt Harris, Marcus Frampton, and Sean Bill, big forces are aligned to buoy energy costs for a while.
Has the Gabby Fed Gone Too Far in Its Transparency Push?
The central bank’s greater openness these days fuels risky behavior and thwarts flexibility, some say.
Chinese Investors Are Pulling Away From Russia. Here’s Why That Matters
Despite ideological differences, China will choose the West over Russia.
Why Not to Worry About Slowing Earnings Growth
Corporate profits are falling back to a more normal pace (absent some nightmare scenario intruding).
Do Stock Buybacks Really Shrink Capital Spending?
Thanks to soaring corporate cash, capex has improved lately, but share repurchases still overshadow it.
The Case for the Big Five’s Continued Dominance
The kings of the tech realm have suffered stock slides but still command powerful advantages.
Buyout Deadlines: Hundreds of SPACs Face Shutdowns if They Can’t Deliver
The mauled blank check funds have a ticking clock: Deliver promised acquisitions or be liquidated.
How CLOs, Despite Seeming Risky, Got to Be So Popular
In a triumph for structured finance, these packages of junk loans have up to now confounded any perils.
How a Chinese Takeover of Taiwan Would Affect Investments
The chip-dependent global economy would take a hit. But maybe Beijing could at least do the deed sneakily, with no war. Think Hong Kong.
What’s Both Cool and Hot? Wind and Solar Power Investments, Allocators Say
Seeing lush future profits, institutions are diligently investing in these two renewable energy sources.
What Are the Best Value Stocks—and the Ones to Shun?
Northern Trust screens for the top of the class, and also to red-flag the less appealing bargain plays.
Why Bother With Active Management When Mechanistic Passive Does Best Historically?
You want a helping of alpha along with beta-hugging index funds? We asked some shrewd allocators how they get it.