Tag: coronavirus

Market Moves July 15, 2020

Stock Market Will Be Flat for a While, Says Bob Doll

Flanked by giddy bulls and gloomy bears, the Nuveen strategist looks for an earnings rebound in the fourth quarter and a lessening of the virus’ malign effect.

Market Moves July 9, 2020

Economic Pain May Last for Years, Shiller Warns

Psychological effect of persistent virus could make businesses and consumers overly cautious, hurting GDP, the economist says.

Alternatives July 9, 2020

Private Equity Investments Withstand COVID-19 Slowdown

Survey finds pandemic has had little effect on capital structure of private equity funds.

Market Moves July 8, 2020

Tail Risk Hedges Are Vital for Investors Now, Argues Black Swan Theory Guy

Things are so unpredictable that buffering yourself against unknown surprises only makes sense, says Nassim Nicholas Taleb.

Research July 8, 2020

Less Tax-Efficient Funds Cost UK DB Plans £250 Million Yearly, Study Finds

Researchers say pensions must invest in tax-transparent funds, insurance policies to be eligible for tax advantages.

Coronavirus - COVID-19 July 6, 2020

UK Retirements Could Be Postponed Due to Pandemic

Research from Aviva finds that some may have to spend more of their life working because of COVID-19.

July 2, 2020

How Do You Repurpose a Mall?

Amid a grim time for retail, with stores closing in shopping malls, how can these one-time consumer meccas be transformed to have any kind of a future?

Market Moves July 1, 2020

How the Stock Market Will Forecast Who Wins the White House in 2020

Since 1928, an LPL study shows, if the S&P 500 is up three months before Election Day, then the incumbent party almost always triumphs.

Coronavirus - COVID-19 July 1, 2020

Endowments Weather Pandemic Better Than in Great Recession

Larger endowments outperform smaller ones due to less US equity exposure.

Asset Allocation June 30, 2020

Sam Zell Calls Markets ‘Too Optimistic,’ Expects U-Shaped Recovery

Although he says the economy is now in a recession, Zell doesn’t think it will be as deep as expected.

Pensions June 26, 2020

Nonprofit Hospitals’ Pension Funded Status Could Weaken After COVID Relief

The CARES Act has given many health care pension funds short-term relief, but that could result in lower funded ratios, says S&P.

June 25, 2020

COVID-19 Creates New Factors for Due Diligence and ESG

Positive returns correlated to company behavior could be predictive for future pandemics.

Market Moves June 25, 2020

Ed Yardeni Slams the Fed for Setting Up a Market Slide

The central bank has jazzed up investors so much that a nasty fall will result, the economist warns.

Asset Management Culture June 24, 2020

Pandemic Spurs Investor Interest in Social Bonds

The sustainable finance instrument has become an unlikely tool in the economic fight against COVID-19.

Manager Selection June 24, 2020

Conducting Due Diligence During a Pandemic

Mercer-Backstop alliance allows asset allocators to kick the tires on investments remotely.

Industry White Papers

Investing in Real Estate, Look to New York—Here’s Why Capitalizing on near-term opportunities

2020 Long-term Capital Market Assumptions Q2 Update

Emerging Markets and Covid-19: Crisis or opportunity…or both? 2020 will be a challenging moment for Emerging Markets’ economies. But there will likely be a wide open Emerging Markets “door” that sees governments fall back on privatisation to bridge fiscal holes. In an environment of tight domestic monetary conditions and reduced cross border flows, the buyers of these assets have considerable advantage.

Meditations in an emergency Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.

The Power of Portfolio Flexibility Many investment managers apply strict portfolio constraints under the guise of risk management best practices. This paper examines the costs of those investment constraints and how an unconstrained investment approach can be key in generating long-term excess returns.

Quantitative Science—Actively Adding To Fixed Income Decisions Quantitative vs. active debate? This issue of Franklin Templeton Fixed Income Markets explains how our “active quant” approach sets us apart.