Warehouses and Data Centers, Market Favorites, Have Downsides
These real estate investments are pandemic investor front-runners, with high returns. But Wall Street euphoria masks weaknesses that can make the long term more chancy.
Market Drilldown
Why Natural Gas Is the Energy Investment of the Future
Renewable sources like wind and solar may not be enough. Pension plan investors weigh the odds.
Will Climate Change’s Rising Seas Drown Real Estate, Insurance?
Investments in them could end up in Davy Jones’ locker if the ocean swallows the coastlines.
How to Rebalance Assets while Skipping Past the Perils
Investing savants have ideas for you, ranging from preferred stocks to asset-backed securities.
De-risking Corporate Pension Plans Is Getting Tougher
After making great strides to improve DB funded ratios, increased market volatility and delayed contributions may reverse that momentum.
Will Mega-Stimulus Bring Inflation After COVID and Recession Are Gone?
Unlikely. Here’s why, despite all that federal money sloshing around in the system, price rises should stay tame.
The Madness of Crowds: How to Cope with Today’s Faster Volatility
A number of strategies to navigate this new chaotic terrain fall short, but others come out OK if you don’t want to beat the market.
Why Laggard European Stocks Will Overtake Tech-Fueled US Equity
A more united EU, an end to too-expensive FAANG expansion, and lower prices should boost the continent’s returns.
Why Offices, Abandoned as a Virus Risk, Will Be Back
If the health hazards are resolved, look for a reverse exodus. That’ll benefit battered office REITs.
Why the Worst Is Over for Mortgage-Backed Securities, Maybe
MBS, which got flattened in March, are on the mend, but some warning signs linger. Like, what if the recession caves the housing market?
How Pension CIOs Are Dealing With the Pandemic Storm
Handling asset rebalancing, maintaining board relations, and dealing with outside managers with big ideas are important items on plan managers’ agendas.
Fallen Angels Get Fed’s Helping Hand. Is That Enough?
Some bonds may be beyond hope, and once the central bank’s backstop ends, there goes the artificial price support.
Longtime Monarch Private Equity Gets Its Crown Knocked Off
Prospects for exits, money-raising, and new deals dim amid the scary economic slide.
Too Much Leverage, Too Much Risk Are Weighing Down Hedge Funds
Designed to fly high during slumps, a bunch of them have disappointed, big time.
Despite Fed Backstop, Junk Bonds Still Face Big Trouble
The central bank’s much-touted help for high-yield is skimpy, in light of what nastiness lies ahead.