Cash Gets a Bigger Role for Institutions, NextGen Honorees Say
They describe how higher rates have elevated the once-ignored asset class into a vital position.
Tag: cash
Asset Allocation
Re-Mixing Asset Allocation: Insurers Decrease Bonds, Then Do a Partial Reversal
The industry also is expanding its exposure to stocks and alts, amid rising rates.
News
Why Are Cash-Flush Big Tech Firms Issuing Bonds?
Answer: Rates are low, and so are the firms’ debt ratios.
Copious Corporate Cash May Not Be So Great, After All
Touted as a bulwark against recession, it could draw down quickly—and it is concentrated at a few big companies.
Asset Managers Hustle to Offer Better-Yielding Cash Funds
With rates pointing up, Northern Trust, BlackRock, and others aim for liquidity-laden institutional clients.
Asset Allocation
What Corporate Cash Use Helps Stocks Most in the Pandemic?
You’d think the answer is stock buybacks. Guess again, says Goldman.
Asset Allocation
Asset Managers Are Feeling Leery, BofA Survey Finds
The bank says its survey is the ‘least bullish’ since October 2020.
Will Higher Savings Propel the Economy? Maybe Not
To Larry Summers, today’s trove of saved-up cash will juice consumer spending. TS Lombard is skeptical, due to the persistent virus.
The Federal Reserve Is Foot-Dragging on the Digital Dollar, Yardeni Complains
A Fed-sponsored cyber-buck is needed to keep up with consumer finance trends, replacing fee-laden credit cards, the economist says.
Alternatives
How Endowments and Foundations Can Energize Flagging Returns
A better assessment of risk and active management can turn things around, says a report from NACUBO and Nuveen.
Asset Allocation
Retail Investors Aim to Spend $170 Billion in Stimulus Aid on Stocks, Survey Says
A significant chunk of the next round of stimulus checks may find its way into the equity markets.
Pandemic Savings Are So Big They’ll Jet-Propel the Economy, Study Says
Some $2.9 trillion, hoarded by rich nations’ consumers, will fuel post-virus spending, Bloomberg Economics thinks.
How Jeffrey Gundlach Gets Ready for Higher Rates
Check out the Bond King’s model portfolio designed to hedge against inflation and—oh, yeah—deflation, too.
Asset Allocation
Special Report: What Low-Paying Fixed Income Still Gives Us: Ballast
Despite small interest payments and not much price appreciation potential, many investors say it does deliver in this one area.
Risk
CFOs: Don’t Look for a Swift Economic Recovery
A minority of the financial officers expect the US economy to improve by 12 months from now, a Deloitte survey says.