Research
How the Investing World Is Changing for Good, and for Bad, per JPM’s Savant
An end to artificially low rates and globalization will have mixed results, strategist Michael Cembalest finds.
Tag: Banks
Asset Allocation
T. Rowe: Conventional Wisdom on ’23 Market Is a Crock
Growth stocks rebound, banks are vulnerable, consumer staples rule—all those shibboleths are so last year, the firm’s CIO, John Linehan, says.
Market Moves
3rd Quarter Earnings Season Gets Off to a Wheezing Start
Banks’ so-so results don’t inspire confidence, as the stock market continues its losing ways.
Newsmakers
Another Headache for Crypto: Blockchain Is Vulnerable, Study Says
The digital ledger, touted as safe from tampering, isn’t really that secure, per DARPA.
Climate Stress Tests Help Gauge Financial Sector Risk Exposure
S&P says it is increasingly using environmental data in its credit rating analyses.
Asset Allocation
Special Report: How Private Credit, Subject of Scary Forecasts, Came Out a Winner
Institutional investors like Arizona’s pension plan have done pretty well with this newly popular asset class.
Alternatives
Europe’s ‘Ambitious Plans’ for ESG Disclosure Rules
New requirements for financial sector firms in Europe take effect in March.
Promise of Private Debt Burns Bright—With a Big If
How the burgeoning asset class plans to navigate the risky pandemic economy.
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.
Asset Allocation
Gold-Hater Buffett Joins Rush into Precious Metal
An odd choice for the inveterate value investor, who just bought a hot stock in a miner of the glittering substance.
Coronavirus - COVID-19
Europeans Worry About Financial Future in Low Interest Rate Environment
A joint research paper concludes Europeans are most worried about their ability to save for retirement.
Market Moves
StepStone Group Assembles Underwriters for Upcoming IPO
The alternative asset class investor is said to be gearing up for an upcoming public offering.
Why Lower Interest Rates Aren’t Hurting Bank Stocks
Normally, their profit potential would go straight into the garbage. But not now.
Newsmakers
Banks’ Pledge to Fight Climate Change Isn’t Universally Lauded
Environmental groups criticize pact as a P.R. stunt that masks their un-green activities.
Newsmakers
Six Biggest Banks Band Together to Build Bitcoin Competitor
The new “utility settlement coin” to operate under blockchain technology.