Why the Bedraggled IPO Market May Be Poised For a Comeback
An encouraging second quarter, with a star offering, is stoking dormant optimism.
An encouraging second quarter, with a star offering, is stoking dormant optimism.
Some strategists say pandemic spending and other factors have severed the historic sequence.
Milliman index shows that insurers’ appetite for interest-rate risk may be waning.
The industry also is expanding its exposure to stocks and alts, amid rising rates.
Companies that achieved tech advantages (such as Microsoft) and pricing power (John Deere) will triumph, says JPM’s Jared Gross.
With tighter regulation on the way and the potential for firms to feign artificial intelligence influence, SocGen recommends a diverse approach.
Haddad was previously interim CIO overseeing the New York City Retirement Systems’ $248 billion portfolio.
Several strategists are not sold on the Fed’s two-hike scenario, while the futures market expects just one.
The firm advises lowering exposure to stocks in preparation for a recession finally rolling in.
Mission accomplished: Tightening probably won’t continue at the central bank’s meeting next week, says economist Ian Shepherdson.