Bounteous Apartment Growth Soon Will Wilt
The millennials are big renters, but the next generation, Gen Y, won't provide as many work-force entrants. So multi-family housing investments aren’t great long-term.
Market Drilldown
Game Changer? Challenge to Pension Plan Could Bring More Lawsuits
If the Supreme Court backs beneficiaries over US Bank’s overfunded program, look for more actions against company retirement funds.
So What if Tax Breaks Are Cut for Wind and Solar Power?
Higher demand and other financial sources should fill the gap, eventually.
How Sustainable Is the Gold Rally?
As the metal shoots over $1,500 and looks to head higher, questions arise about its volatility.
Is China Unstoppable?
The world’s second-largest economy seems destined to overtake the US over the next decade. At the same time, its growth rate is slowing.
Sure, Hedge Funds Are Charging Less, but There’s a Catch
Some of them aren’t as pretty as they look, by playing games with how fees are calculated.
Why the Index Effect Is Now Ineffectual
A favorite arb maneuver is crowded out by a swarm of ETFs adding and subtracting stocks.
The 4 Most Promising Second-Tier Emerging Markets
Bigger names like China and India get the attention. Then there are EMs one rung down, overlooked yet harboring breakout potential.
The Malls Get Mauled: Will Retail Real Estate Recover?
While stores are closing like crazy, courtesy of Amazon, what remains after the shakeout should be a decent investment.
Inflation Is Dead: What’s Needed to Reanimate It?
A growing younger population and rich emerging markets could return it to life. Meanwhile, expect a decade or more of quiescence.
Big BBB Downgrade Damage Ahead? Maybe Not
Why the anxiety about this overstuffed bond category may be overdone.
Why Are Commodities Sliding? Blame China
Beijing already was trying to cool its economy, then the trade war struck.
Why Private Equity Amps Up Takeovers of Public Companies
After hitting low point post-crisis, take-private deals surge amid torrent of new PE investments.
Private Investors to the Rescue for Ailing Infrastructure? Not So Fast
Government sources can’t do the job alone. But non-public funding may find a rocky road.