Asset Allocation
The 60-40 Stock-Bond Asset Mix Is Dead, BofA Warns
Equities will offer better risk-adjusted returns in the future, and bonds will slide, a report predicts.
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Research
Low Inflation, Eh? Just Look at Housing Costs
Recent CPI blip owes a lot to shelter, which is a third of the price gauge and rising at 3% yearly.
Asset Allocation
Tumbling 10-Year T-Note Yields Have Lower to Go, Moody’s Says
Now 1.51%, the research unit says it could slide to between 0.5% and 1% in a recession.
The Case for a Good 4th Quarter in the Market
Final period is the strongest, especially when the S&P 500 is up over 15% for the year, LPL’s Detrick says.
Asset Allocation
Ray Dalio Calls China the Quiet Winner in Conflict with US
The billionaire investment impresario sees the US as a weak force in the escalating battle.
Market Moves
What Recession? Forecasts See Only a Slowdown
Establishment outlooks find US will avoid an actual economic contraction up ahead.
Market Moves
What’s the Fed’s Next Step on Rates?
Futures markets predict it will reduce another quarter-point this year, and that’s it.
Hooray, LDI Is Progressively Making Corporate Pension Portfolios Less Risky
Fixed income now is their largest asset class, but this comes with a caveat. Sliding interest rates might thwart further improvements.
Lower Interest Rates Will Shrink Pension Funding Status, Goldman Warns
A study projects that funding will drop to 86% in August, off from 91% four months before.
FTSE 350 Pension Deficit Hits Two-Year High
Mercer warns pension trustees to brace for a no-deal Brexit.
Bounteous Apartment Growth Soon Will Wilt
The millennials are big renters, but the next generation, Gen Y, won't provide as many work-force entrants. So multi-family housing investments aren’t great long-term.
Market Moves
Ray Dalio’s Flagship Fund Takes a Rare Tumble
Pure Alpha, which clocked a 14% advance in 2018, has lost 6% thus far this year.
Risk
AP3 Returns 10.8% in First Half of 2019
Despite strong returns, $38.8 billion fund underperformed benchmark.
Market Moves
Larry Summers Dumps on Jackson Hole Avoidance of Negative Interest Rates
Former Treasury secretary thinks less-than-zero rates do little good and much harm.