Risk
Triple Witching Adds to Market’s Woes Today
Quarterly options and futures expirations almost always amp up volatility.
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Profiles
2021 IIAW-Christopher Ailman
Managing more than $300 billion worth of assets is not an easy job. Managing those assets in a way that promotes more sustainable business practices—during a pandemic and looming...
Market Moves
What Stocks Boast the Strongest Pricing Power to Withstand Inflation?
UBS touts a list of what it thinks are the best companies able to keep demand cranking even as they charge more.
From Goldfish to Whale: Can Upstart Tech Challengers Displace the Big Five?
Disrupters focused on the ‘internet of things’ could be the ones to knock over today’s kingpins. Recall the fates of IBM and other one-time heavyweights.
Regulation
SEC Charges Could Open Pearson to Securities Lawsuits
With the cease-and-desist order, attorneys might take aim at the publisher over alleged misleading statements.
Profiles
2021 Knowledge Brokers – Matthias Bauer
Nominated by a respected CIO for being a “math engine and allocation ace” Matthias Bauer, principal and senior consultant at RVK’s Portland, Oregon, headquarters, advises public pension and sovereign...
Market Moves
Giant Tech Stocks Primed for Another Slide, Says Sage
Last Friday's strong jobs report signals the rise of lesser lights in the market, Leuthold’s Jim Paulsen predicts.
Asset Allocation
Is an Equal-Weighted Stock Index Better Than a Tech-Heavy One?
Nope, says Northern Trust’s asset management unit. But they both have big drawbacks.
Asset Allocation
Why Morgan Stanley Thinks These Stocks Are the Bomb
The Wall Street house gives its semi-annual picks on what can do well in any economy.
How Did Ken Griffin Get to Be Such a Big Deal?
His hedge fund firm, Citadel, has thrived for the past 30 years, thanks to his data-driven zeal—and an early start. Way early.
Penn SERS Returns 11.1% in 2020
Investment performance for the $35 billion pension fund fell short of its benchmark and a sample 60/40 fund.
Market Moves
Welcome Big Tech Back to the Head of the Class
Amazon, Microsoft, and the gang are posting better returns and will keep on rising, says Barclays.
2021 NextGen — Adam Solan
Since joining the Institute for Advanced Study roughly two years ago, Adam Solan has made himself invaluable to the investment team. In the first half of 2020, the allocator...
Lists
Class of 2021 NextGens
This illustrious group of 25 rising stars is fostering an innovative brio in the world of institutional asset allocation.
Asset Allocation
Greater Breadth Will Pull Stocks Out of Sideways Pattern, Stovall Says
As the tech stars dim, other sectors are charging upward, thus triggering the next breakout, CFRA sage declares.