Newsmakers
High Oil Prices Ahead … Again?
Crude prices leap as Saudi oil minister says cartel needs to cut back production.
Tag: energy
Asset Allocation
Market Turmoil Sinks Norway’s Pension Giant by $173 Billion in First Half
Despite losing 14.4%, the “oil fund” beat its benchmark by 114 basis points thanks to ... oil.
Asset Allocation
How Come ETF Inflows Are Up, but Stocks and Bonds Are Down?
Riddle No. 2: Why are energy funds not the king of new investment dollars?
Risk
How Escalating Inflation Can Produce a Recession
Natixis’ Lavorgna sketches out how higher prices shrinks consumers’ income—and imperil the economy.
Asset Allocation
Gold Demand Increasing as Stagflation Risk Looms
Record-breaking inflation combined with current geopolitical tensions are driving the trend.
Risk
Russia Bombed the Largest Nuclear Power Plant in Ukraine. Here’s How That’s Affecting Energy Stocks
Nuclear-related stocks are already seeing a dip.
Regulation
UK State Pension Struggling to Manage Inflation
The government’s decision to not increase pension payments in step with inflation in 2022 has angered many.
Special Report: Tips From CIOs and Managers to Avoid Greenwashed Investments
Top CIOs suggest questions to ask when building your theses.
Asset Allocation
Exclusive: ‘Bull Market Is Going to Go for Another Few Years.’—Florida SBA Senior Investment Officer Talks Strategy.
He also said the pension fund is open to the possibility of investing directly in crypto.
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.
Here’s Why Inflation Is Up: Oil and Cars, Period
Commonwealth’s McMillan ascribes nasty CPI numbers to a few aberrant items, already cooling off.
Market Moves
Why the Market’s Breadth Might Mean a Downdraft After All
Wide dispersion in stock sectors suggests a slide ahead, says Sam Stovall, citing market history.
Asset Allocation
Greater Breadth Will Pull Stocks Out of Sideways Pattern, Stovall Says
As the tech stars dim, other sectors are charging upward, thus triggering the next breakout, CFRA sage declares.
Corporate Moves
CDPQ Takes Greater Stake in Energy Firm Énergir with $1.14 Billion Transaction
The firm is expanding and diversifying its business into renewables across North America, the Quebec allocator said.
Market Moves
How China’s Metal Price Crackdown Could Thwart the Commodities Surge
Price rises in raw materials have excited hopes for a new super-cycle. Might those be dashed?