Flowering Among the Ruins: Why Emerging Markets Are Poised for a Revival
This battered asset class should benefit from a host of new developments—such as a weaker dollar.
Tag: inflation
Asset Allocation
Taper Timing: Will the Fed Move … in September? December? Next Year?
Wall Street tries to divine when the central bank will start winding down its bond buying.
Commodities Rise: New Supercycle or Just a Temporary Blip?
Many institutions, wary of the asset class’s notorious volatility, keep their exposure low despite raw material price climbs.
Global Equities Spur Endowment Index 6.17% Higher in Q2
Its performance just beat the 6.11% gain posted by a 60/40 stock/bond portfolio.
Alternatives
What’s Going to Happen to the Gold Price?
The yellow metal, after soaring in 2020, had a rough first half this year as recovery took hold. But now…
Sign Up for Our July 20 Webinar on Fixed Income
On Tuesday, four asset allocators—from Santa Clara VTA, International Paper, Colorado PERA, and Minnesota SBI—will share their insights.
Asset Allocation
Why Jeffrey Gundlach Thinks the Dollar Is ‘Doomed’
Federal and US trade deficits will eventually do a number on the greenback, says the Bond King.
Research
Is the 10-Year Yield Telling Us About Inflation or the Economy? Neither, Says Well Fargo
The big dip may be forecasting exactly nothing, because other factors are making it drop, the bank argues.
Opinion
Op-Ed: The Foundation of a Balanced Portfolio May Be Shifting — Here’s What to Look For
Noah Weisberger, with PGIM, lays out three scenarios for how Fed and fiscal policy could change the way bonds act to hedge equity risk.
Market Moves
Calm Corporate Bond Market Shows Everything Is OK, Says LPL
Tight spreads to Treasurys plus low yields show investors aren’t worried about the economy, strategist Gillum finds.
Market Moves
Dalio’s and Summers’ Dim View on Inflation, Markets, the Economy
The hedge fund honcho and the Harvard economist deride benign forecasts, like the Fed’s.
Jerome Powell Has the Worst Fed Day Record for Stocks
S&P 500 returns are mainly negative on day he announces decisions; not so for prior chairs.
Market Moves
Why the Fed Won’t Tighten Soon: Too Much Unemployment, Says Strategist
The high jobless level counters any push to curb central bank stimulus, argues Commonwealth’s McMillan.
Market Moves
Will High Inflation Do a Number on Stocks? You Bet, Says Goldman
Its 50-year study documents just how an escalating CPI is no friend to the market.
Will a Trimmed-Down Biden Program Zap Stocks?
Investors have been expecting further stimulus to keep juicing the markets, economist Lavorgna warns.