Asset Allocation
Asset Allocators Want to Boost Their Stakes in EM Debt, Says Vontobel
Some 60% of U.S. institutional investors aim to up their exposure over the next two years, per a study.
The Fed has distorted the Treasury landscape, says a Bernstein savant. Without its bond buying, the 10-year would be yielding 3.7%.
Commodities are starting to drop in price and new supply will ease housing costs, argues economist David Rosenberg.
Recovery stocks are the place to be, says hedge fund chief, in contrast to his jeremiads of 2020.