Market Drilldown
The Woebegone Office Sector’s Bright Spot: Class A Buildings
The Future of Emerging Markets Amid a War and a Pandemic
3 Fund Chieftains Explain Why Oil Prices Will Keep Rising
To Britt Harris, Marcus Frampton, and Sean Bill, big forces are aligned to buoy energy costs for a while.
Has the Gabby Fed Gone Too Far in Its Transparency Push?
The central bank’s greater openness these days fuels risky behavior and thwarts flexibility, some say.
Chinese Investors Are Pulling Away From Russia. Here’s Why That Matters
Why Not to Worry About Slowing Earnings Growth
Corporate profits are falling back to a more normal pace (absent some nightmare scenario intruding).
Do Stock Buybacks Really Shrink Capital Spending?
The Case for the Big Five’s Continued Dominance
The kings of the tech realm have suffered stock slides but still command powerful advantages.
Buyout Deadlines: Hundreds of SPACs Face Shutdowns if They Can’t Deliver
The mauled blank check funds have a ticking clock: Deliver promised acquisitions or be liquidated.
How CLOs, Despite Seeming Risky, Got to Be So Popular
In a triumph for structured finance, these packages of junk loans have up to now confounded any perils.
How a Chinese Takeover of Taiwan Would Affect Investments
What’s Both Cool and Hot? Wind and Solar Power Investments, Allocators Say
Seeing lush future profits, institutions are diligently investing in these two renewable energy sources.
What Are the Best Value Stocks—and the Ones to Shun?
Northern Trust screens for the top of the class, and also to red-flag the less appealing bargain plays.
Why Bother With Active Management When Mechanistic Passive Does Best Historically?
You want a helping of alpha along with beta-hugging index funds? We asked some shrewd allocators how they get it.