Pensions Reassess Long-Term Outlooks as Volatility and Inflation Remain High
Market conditions could push some plan sponsors to consider risk transfers sooner, but funded status remains a key concern.
Market Drilldown
Inflation, Duration and Frustration: Investing in a Risk-Filled Fixed-Income Climate
Past havens such as emerging markets offer little protection, so investors are considering high-yield bonds and high-quality equities.
Private Equity, the Hot Asset Class for Allocators, Faces Headwinds
Deals are expected to fall far short of 2021’s record-breaking level.
The Trade Mess Is Improved, But Don’t Get Too Comfortable
While the armadas of container ships waiting for berths have shrunk, other problems lurk for cargo transport.
Interest Rates Are Up, So Why Are Bank Stocks Down?
As inflation rises, bank deposits fall by nearly $370 billion in the second quarter—the largest decline in 20 years.
So Are ESG Investments Lousy, or Not?
Governor Ron DeSantis and other GOP pols seek to stamp out sustainability-minded investing, charging that it delivers poor results.
How Value Investing Has Changed
Some growth stocks are now in the bargain category. Hare, welcome to tortoise-hood.
Are the Original Growth Investments, Agriculture and Timber, Worth It?
Housing and commodities markets can be vexing, but the world will always require what the soil yields.
How Realistic Is Getting Inflation Back to Near 2%?
A lot of wise souls think that goal is achievable—despite the heavy weather blocking the way.
Copious Corporate Cash May Not Be So Great, After All
Touted as a bulwark against recession, it could draw down quickly—and it is concentrated at a few big companies.
Will US Allocators Stay the Course on Chinese Investments?
China’s drawbacks are prompting some hard thinking among American institutions, but the country’s allure remains potent.
Artwork, Anybody? The Case for Investing in Offbeat Alts
Alternative alternatives, such as lawsuit funding and pro sports, redefine non-correlated assets.
Where to Find the Best Emerging Markets Returns
Asian nations such as India stand out, and so does Brazil, managers say.
Dauntless Allocators Stick With Calamitous Cryptocurrency
Institutions keep their toeholds in bitcoin and others amid epic market slide.
How Come Volatility Is So Darn Wild?
Lots of bad news is one reason. But changes in the market’s structure figure in, too.