Asset Allocation
Goldman Names Top Investment Targets for 2024’s 2nd Half, as Rates Dip
Investment-grade and high-yield corporate bonds, small caps and European stocks lead the firm’s list.
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Silvergate Capital Settles Charges of Failing to Monitor $1T in Transactions
The firm allegedly misled investors about its compliance and oversight of transactions, including those made by defunct cryptocurrency exchange FTX.
Asset Allocation
Smart Money Portent? Bonds Are Gaining Allocators’ Interest
Meanwhile, allocators are moving out of stocks, which have been doing well lately, per a Nasdaq eVestment study.
Research
Why REITs Return More Than Directly Owned Properties
For allocators, real estate investment trusts, which boast higher liquidity, come out ahead across the board, a CEM Benchmarking study finds.
Research
How the Fed’s Balance Sheet Reduction Could Thwart Easing of Policy Rate
Lowering its stash of long-dated bonds would have an impact on long-term yields, BlackRock finds.
Corporate Moves
Good News: Earnings Log Best Growth Rate Since Post-Pandemic Surge
S&P 500 profits are headed for a good 2024, a FactSet survey shows.
Risk
Dimon Sounds Alarm on Private Credit—Sounds Like Junk Bonds, Circa 1990
JPM chief points out that these loans have not yet faced a real economic downturn, which high-yield did.
Research
Emerging Market Bonds, on a Roll, Should Do Even Better, Says Ned Davis
Firm commodities prices and expected EM growth are tailwinds, the research firm contends.
Asset Allocation
What Asset Classes Will Allocators Choose as They Up Their Alts Ownership?
Private debt, private equity and infrastructure lead the list in Preqin survey.
Market Moves
How to Invest in a Disrupted Economy, Per Sage Munro
War, expanding debt and high rates demand a multi-strategy approach, says chief of BNY Mellon’s Newton unit.
Pensions
US Corporate Pension Funding Mixed on Stock Declines
Record pension funding levels cooled slightly in April from a drop in asset values, but were partly saved by another uptick in discount rates.
Newsmakers
Economy Is Doing Fine, So Fed Shrinks Its Balance Sheet
Policymakers don’t want a repeat of 2019, when QT ruffled the markets.
Market Moves
Maybe Baby Boomers Won’t Tank the Stock Market by Cashing Out
The common wisdom has been that retirees will liquidate their holdings in securities and real estate to fund their old age.
Research
Magnificent Seven’s Earnings Have Peaked, BofA Says
The big tech companies’ previous cost cutting boosted profits, but that stimulus is abating, per a bank study.
It’s Just the Beginning for Surging Secondary PE Sales
Used as an escape hatch when private equity is in the doldrums, this venue has become established enough to keep going in better days, strategists say.