Stocks Avoid Taper Tantrum This Time—and Did Before, Too
None of the shock that came with the Fed’s 2013 move has appeared. And, anyway, equities seem to have a special immunity to QE’s fate.
None of the shock that came with the Fed’s 2013 move has appeared. And, anyway, equities seem to have a special immunity to QE’s fate.
The market for floating-rate bank loans has grown significantly over the past decade and now stands at about $1.2 trillion, approximately the same size as the high-yield debt market. CIO spoke recently with MetLife Investment Management (MIM) bank loans portfolio manager, Matthew McInerny, and head of high yield, Timothy Rabe, to find out why the asset class is in such demand and how institutional investors can take advantage of its current dynamics.
As a third quarter economic deceleration was expected, the S&P 500 keeps on gaining.
The market expects them to start next year. Maybe not, says LPL’s Gillum.
The disruption avatar takes on the Twitter founder over his Weimar-like projection.
Price boosts of 3% or so would spur the economy and stocks, the Leuthold strategist argues.
It’s not pretty: History shows that this bad combo pares equities’ median returns by 2%, Goldman says.
Besides the celebrated money manager, few predict an upcoming era of falling prices, which a new ETF aims to buffer against.
Companies, tightfisted on payouts since last year’s market wipeout, feel flush now, Credit Suisse says.