Will Snags with New Washington Stimulus Squelch the Economy and Stocks?
Not really, says UBS’s Haefele, sounding optimistic on vaccines and possible fresh aid in 2021.
Search results for: Federal Reserve
Asset Allocation
Expect More Inflation Ahead, but Not 1970s Levels, BlackRock Says
Asset management titan thinks pandemic stimulus and new Fed tolerance should lead to increases in the 2.5% range.
Market Moves
Here’s a Bullish Call: JPM Says We’re Entering ‘Market Nirvana’
The bank credits split government, a possible vaccine, Fed actions, and possible trade war abatement.
Pensions
10 Ways to Close Public Pension Funding Gaps
NCPERS research identifies actions governments can take to close pension funding gaps without resorting to detrimental ‘knee-jerk’ reactions.
Market Moves
Biden Tax Hikes Would Help Junk Bonds, Says Market Savant
Maybe not so much stocks, but high-yield is well-positioned if the Democrat wins and enacts his agenda, Northeast’s Monrad forecasts.
Regulation
UK Regulators Fine Goldman Sachs International $126 Million for 1MDB ‘Failures’
The Financial Conduct Authority and the Prudential Regulation Authority said the firm allowed severe misconduct to go unaddressed.
Promise of Private Debt Burns Bright—With a Big If
How the burgeoning asset class plans to navigate the risky pandemic economy.
Market Moves
From Here, Recovery Will be ‘Tougher,’ But Good Investments Persist
So say two savants from Principal Financial, at CIO’s Summit.
Risk
A Likely Electoral ‘Blue Sweep’ Will Steepen Yield Curve, Credit Suisse Says
With Democrats ruling the White House and Congress, bigger federal spending should spur yield-raising inflation, report contends.
Market Moves
Don’t Sweat the Stimulus Delay, Morgan Stanley Sage Says
Trump’s axing relief package talks till after the election won’t harm the recovery, Mike Wilson argues.
Asset Allocation
Op-Ed: Rethinking Your Inflation-Protection Strategy (Again)
After this year’s swings, longtime investor Tony Waskiewicz takes another look at the benefits of shifting away from traditional techniques to customized strategies.
Asset Allocation
Just Minor Adjustments to Portfolio Are the Smartest Move, 3 Key CIOs Say
A trio of investment chiefs overseeing a half-trillion dollars are preparing their funds for low interest rates without drastically overhauling portfolios.
Market Moves
Banks Still Are Too Weak and Risky, Kashkari Says
Minneapolis Fed head, decrying two bailouts in 12 years, says lenders need more equity capital to buffer against tough times.
Market Moves
Remember Those Rate Increases? Big Mistake, Two Fed Governors Now Say
Richard Clarida and Lael Brainard say economic growth would have been stronger without the 2015-18 hikes.
Profiles
2020 Knowledge Brokers – Russ Ivinjack
Senior Partner, Head of Fund Management Aon Hewitt Investment Consulting Chicago, Illinois It’s been quite a year for Russ Ivinjack, senior partner, AonHewitt Investment Consulting. When markets went haywire...