Market Moves
Market Killjoys: BlackRock, Goldman, RBC, Morgan Stanley
They all see a halt to the strong stock rally—anyway the third quarter is usually the worst.
Tag: BlackRock
Will Allocators Ever Embrace Liquid Alts?
Institutional investors mostly want to direct their non-market-correlated strategies themselves, but acceptance of these retail-oriented alternatives is inching up.
Research
Pandemic Magnifies Demand for Retirement Income
A BlackRock report finds plan participants and sponsors are increasingly seeking a steady retirement income stream.
Corporate Moves
Bob Doll Named CIO of Faith-Based Boutique Firm
Former chief equity strategist at Nuveen and BlackRock joins Crossmark Global Investments.
Milton Friedman, Ha! ESG Sentiment Won’t Ruin Companies Long Term
That’s the argument from our symposium panelists, who say sustainability boosts stocks both now and into the future.
Tactical Shifts: How Institutional Investors Are Adjusting Asset Mixes Now
Private credit, real estate, emerging markets. Here are the ways CIOs at HOOPP, the James Irvine Foundation, and two others are solving the allocation puzzle.
Opinion
Op-Ed: Europe’s New ESG Rules Create an Opportunity for US Investors
Everyone should take notice of what the SFDR rules mean for the future of sustainable investing, says Apex Group’s Hari Bhambra.
Risk
BlackRock Agrees to Settle ERISA Lawsuit
Asset management giant ends class action litigation by paying plan participants $9.65 million.
Asset Allocation
ESG Will Power Capitalism to Solve Humanity’s Problems, Says Ackman
Hedge fund head cites four stocks, including Starbucks and Lowe’s, as examples of sustainability prowess.
Pensions
AIF Institute Launches Center for ESG, Sustainable Investing
BlackRock, Natixis Investment Managers will serve as founding faculty members.
Alternatives
Cryptocurrencies Still a Speculator’s Game, Warns S&P Global
But central bank digital currencies could disrupt the banking industry’s business model.
Asset Allocation
Big Oil Strikes Back at ESG
A Texas bill would force the state’s retirement systems to divest from companies that divest from fossil fuels.
Research
ESG-Backing Institutions’ Fave Allocation: Investment Grade Bonds
They’re the top asset in those sustainable portfolios, with 81% opting for them, survey says.
One Year Later: 5 Ways the Pandemic Has Changed Investing
A suffering economy, a generous Washington, the homebound blues—all have played a role in scrambling the field over the past 12 months.
Market Moves
Higher Bond Yields? No Big Deal for Stocks, Says BlackRock’s Rieder
Tech won’t really suffer that much because there’s so much new innovation, he argues.