‘We Don’t Believe You’: Why Futures Market Is Skeptical of Fed’s Rate Hike Plans
One reason is that spending-happy Washington will need more central bank Treasury buying.
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NextGen 2021—Joe Rumph
Before joining the MacArthur Foundation, Joe Rumph considered leaving behind the asset allocator side of the business altogether for hedge funds. After spending five years at the Kresge Foundation, including...
2021 NextGen—John F. Roberts
“I’ve always been passionate about investing,” said John F. Roberts, CFA. After graduating from Colby in 2009 with degrees in math and economics, he started his career at Barclays,...
Market Moves
Rescue for Falling Bank Stocks: An End to Payout Curbs
The Fed is set to lift buyback and dividend restrictions, says Piper Sandler, as the flattening curve harms lenders’ shares.
Jerome Powell Has the Worst Fed Day Record for Stocks
S&P 500 returns are mainly negative on day he announces decisions; not so for prior chairs.
Market Moves
Why the Fed Won’t Tighten Soon: Too Much Unemployment, Says Strategist
The high jobless level counters any push to curb central bank stimulus, argues Commonwealth’s McMillan.
Market Moves
Will High Inflation Do a Number on Stocks? You Bet, Says Goldman
Its 50-year study documents just how an escalating CPI is no friend to the market.
Market Moves
Another Taper Tantrum on the Way? Don’t Worry, Says Market Sage
Investors’ violent 2013 reaction, as the Fed eyed trimming its bond buying, is unlikely to recur these days, Leuthold’s Paulsen argues.
Will a Trimmed-Down Biden Program Zap Stocks?
Investors have been expecting further stimulus to keep juicing the markets, economist Lavorgna warns.
Asset Allocation
CIOs Favor Growth Stocks, Shun Bitcoin, Goldman Sachs Survey Finds
Investment chiefs also said they were bullish on China A shares and expect inflation to peak in the first half of 2022.
Thought Leadership
What Themes Will Drive Investment Grade Bond Performance in 2021?
Despite the unprecedented challenges of 2020, the Invesco Global Investment Grade team navigated the volatile year and posted strong returns through active management, sound security selection, and effective asset allocation. With 2020 behind us, we are closely monitoring key themes and using them to inform the positioning of our Invesco Core Plus portfolio and help our clients achieve their goals.
How Allocators Are Honing Asset Strategies, Amid a Problematical Future
Many institutional investors have positioned their funds to generate returns, while others are girding for further volatility.
Market Moves
There’s a Rolling Correction Happening in Stocks, Says Morgan Stanley’s Wilson
Rotation blues: Tech, small-caps, and utilities are off now, with homebuilders among those that could get dumped next.
Asset Allocation
CIOs See Fixed Income Targets in High Yield, Emerging Markets, Private Credit
Panel of investment managers expects high short-term inflation, but says it’s not a concern.
Market Moves
Is Higher Inflation Coming? Yeah, a Whopping 20%, Says Jeremy Siegel
But don’t worry, because stocks will do fine then, the noted equities fan advises.