So When Will Stocks and Bonds Un-Link?
It’s a rarity for the two main asset classes, almost always negatively correlated, to perform a duet. Here’s what allocators can do about that.
Market Drilldown
LDI Push to Lower Stock Exposure Reaches Its Destination
The de-risking trend has seen equities cut in half since 2008, to around 30% of assets, and Milliman thinks that’s where it will stay.
This Decade Will Be a Downer for the Stock Market: Heard That One Before?
Historically, bad news and painful slumps like today’s inspire blah predictions. Funny thing how wrong they’ve been.
Global Biodiversity: A Stable Ecosystem Yields Stable Economics
The U.N. General Assembly unveiled a 10-point plan on financing biodiversity, showing how reversing biodiversity loss helps stop the spread of poverty.
The Problem with Pulling Out of China
Many U.S. and other nations’ companies are thinking about transferring elsewhere. Easier said than done. Investors could be collateral damage.
Our Data, Ourselves
Allocators are facing new questions on valuations in light of recent market volatility. Some say the market stress could provide a new opportunity to improve fund governance.
Why U.S. Efforts to Regain Chip Dominance Are Uphill
The American semiconductor industry ceded the lead to Asian rivals long ago, and now it is scrambling to catch up.
Rich Mall, Poor Mall: Darwin Comes to Retail Meccas
As the contraction of once-popular shopping centers continues, it’s the lower-end ones that get ejected.
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.
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.