Asset Allocation
Stocks and Bonds Should Come Back in 2023, Says Cambridge Associates
The consulting firm explains why, even with a recession, it will pay to overweight equities.
Still-high inflation and an expected recession call for slighting stocks and most other categories, the asset kingpin advises.
A forecast from the Cleveland Fed is not encouraging. But Brainard and Evans have soothing words.
Allocators and other investors shy away from the practice, but a research paper argues that rising rates pose an ideal opportunity for negative bets.
At a 4.5% benchmark interest rate, economic growth will start to suffer, hedge fund guru says.