What Asset Managers Agree On—and Don’t—for 2014
A review of 10 firms’ projections shows widespread bullishness on developed market equities, and a total lack of conviction about emerging markets.
Search results for: Federal Reserve
Gross’ Game Plan for Tackling Vanguard
Loading the front-end of bond portfolios would help investors ride out central banks’ “desperate gamble” and outperform competitors, according to PIMCO’s founder Bill Gross.
Dalio: Less Alpha, Disappointing Equities Market, and QE’s Failures
CEO of Bridgewater Associates Ray Dalio isn’t too optimistic for investors and global economic growth.
UK Doomsday Scenario: Employers Will Have to Pump £253B into Pensions
Government policy aimed at protecting household savings could force employers to contribute another billions to their pensions over the next 20 years.
Is It Time for a Y2K Equities Melt-Up?
Guggenheim’s CIO predicts it’s time to party like it’s 1999.
The Great Bond Revolution?
Do investors still prefer government bonds to corporates?
Quantitative Easing has Pushed Investors into Alternatives
Research from Universal Investment has discovered that bond-heavy German investors are turning to alternatives in the search for yield.
Is Now the Time for Sub-Investment Grade Credit?
Several managers have extolled the virtues of B and BB-rated bonds, after the tapering tantrum in May resulted in significant under valuations.
Politicians and Policy Mistakes Obscure Economic Growth
Russell Investments found global economies are expected to grow steadily in 2014 unless “short-sighted politicians” stir up trouble.
Managers Optimistic About US Economy Despite Political Deadlock
A survey showed most investment managers found US economic growth to be “resilient” regardless of budget struggles and the Fed’s possible taper.