Research
Ash Williams: Passive Investing’s Use Is an ‘Illusion’ That’s Now Dispelled
It’s a creature of another time, and active management is needed for today’s challenges, the investment legend argues.
Tag: China
Newsmakers
Does Chinese Pandemic Unrest Mean Big Problems Ahead? Maybe Not, Says Bespoke
The economic and investing impact on China should be small, the firm expects. Hopefully with no Tiananmen Square rerun.
Asset Allocation
Falling Markets Send Endowment Index 7.5% Lower in Q3
Oil assets, MPLs were the top performers, while Chinese equities and real estate burdened the hypothetical portfolio.
Research
What Ails the Stock Market: A Stimulus Hangover
Bank of America puts a $13.5 trillion price tag on Washington aid, which set the U.S. up for its current economic travail.
Market Drilldown
The Problem with Pulling Out of China
Many U.S. and other nations’ companies are thinking about transferring elsewhere. Easier said than done. Investors could be collateral damage.
Market Drilldown
Why U.S. Efforts to Regain Chip Dominance Are Uphill
The American semiconductor industry ceded the lead to Asian rivals long ago, and now it is scrambling to catch up.
Newsmakers
Ray Dalio, After a Long Run, Steps Down as Bridgewater’s Chief
With 47 years heading what’s now the biggest hedge fund firm, the 73-year-old investment guru hands over control to a younger generation.
Asset Allocation
Recession’s Market Impact May Already Be Priced In, Says Vanguard CIO
Gregory Davis predicts that a U.S. economic slump, when it occurs, will be mild.
Market Drilldown
Are the Original Growth Investments, Agriculture and Timber, Worth It?
Housing and commodities markets can be vexing, but the world will always require what the soil yields.
Research
Get Ready for an L-Shaped Recession, Warns Credit Suisse
A deep recession and then little growth may be what’s needed to fight today’s high inflation, says strategist Pozsar.
Market Drilldown
Will US Allocators Stay the Course on Chinese Investments?
China’s drawbacks are prompting some hard thinking among American institutions, but the country’s allure remains potent.
Market Drilldown
Where to Find the Best Emerging Markets Returns
Asian nations such as India stand out, and so does Brazil, managers say.
Market Drilldown
The Future of Emerging Markets Amid a War and a Pandemic
Managers on the ground are more important than ever.
Newsmakers
Norway’s Sovereign Wealth Fund to Exclude Chinese Firm Over Human Rights Abuses
Norges Bank says the risk is too high that sportswear and equipment maker Li Ning may be using forced labor.
Market Drilldown
Chinese Investors Are Pulling Away From Russia. Here’s Why That Matters
Despite ideological differences, China will choose the West over Russia.