How ABS Survived the March Wipeout and Staged a Comeback
Asset-backed securities, the runt of fixed income, boast sturdy cash flows, among other worthy attributes.
Market Drilldown
Infrastructure Boosts Canadian Plans, Why Not US Ones?
These vital physical assets are a steady-returning opportunity that American pension programs under-utilize, fans say.
Expect an Increased Tempo for ESG Investing Post-2020
A pandemic and calls for racial equity have only accelerated sustainable investments, and shaped the agenda for next year.
Renewables’ Biggest Obstacle to Being Good Long-Term Investments?
A lack of decent battery storage capability. The race is on to improve that, though.
Why Wild and Crazy Bitcoin May Become a Pension Portfolio Fixture
Retirement funds and other institutions are gradually warming to cryptocurrencies.
Promise of Private Debt Burns Bright—With a Big If
How the burgeoning asset class plans to navigate the risky pandemic economy.
During the Great Financial Crisis, Overly Optimistic Ratings Helped Kill the Market. Could It Be Happening Again?
An academic report found a major difference between ratings for tranches and their underlying securities that could indicate CLOs are riskier than investors think.
Why to Invest in 2 Frontier Markets: One Stable, One Not
Panama is solid, but ever-troubled Argentina does offer spot opportunities.
How the Stock Market’s Tech Leaders Will Be Ousted
Hey, Facebook, Apple, Amazon, and their ilk can’t count on eternal dominance.
Navigating the Two Worst Months for Stocks
Calendar effect: Why September has the worst returns, and October the most volatility and market plummets.
Investors Prospect for 5G Treasure in Cellphone Spectrum
Big stock gains seen as wireless providers scramble for valuable new turf, up where the satellites roam.
How Did Alts, a Jumble of Different Things, Get So Popular?
In a time of LDI and other de-risking, they seem less risky than stocks, yet offer decent returns.
Are SPACs Too Good to Be True?
The blank check outfits sure are popular. But issuers have the upper hand over investors, performance is a mixed bag, and they face possible tough competition.
How the Changing Energy Picture Affects Investments
The differing trajectories for oil, gas, coal, and renewables pose a complex opportunity for investors. Here’s what you need to know.
Who Needs Bonds Anyway?
They don’t pay much interest, and future price appreciation is so not happening. Still, they have their uses.