Market Moves
Morgan Stanley: Buy Inflation-Sensitive Stocks
A batch of names do very well when modest inflation kicks in, the firm says. Their performance lately is a mixed bag, however.
Tag: Inflation
Everybody Says Higher Interest Rates Are Coming … But When and By How Much?
There are three reasons why, after long dwelling at subterranean levels, the cost of money will eventually poke its head up.
Market Moves
Jeremy Grantham Thinks the Bubble Will Burst … But He Has Some Stock Picks
The noted bearish savant isn’t optimistic in general, but still has some ideas he says will see investors through.
Market Moves
Follow Up: BlackRock’s TIPS Call Looks Prescient
Expecting higher inflation, the asset manager has called for investing in the security that shields investors.
Market Moves
With Inflation Expected to Edge Higher, BlackRock Says Buy TIPS
They’re the best way to offset an upward trend in the CPI, the firm advises.
Coronavirus - COVID-19
COVID-19 Spurs Economic Policy, Investment Trends Acceleration
While some changes induced by the pandemic will fade away, others are here to stay.
Market Moves
Market Already Has Priced in Good 2021 Earnings, Says Moody’s
Profit forecasts are heady for next year, after 2020’s bust. But it won’t boost stocks much, John Lonski says.
Asset Allocation
CPPIB, AustralianSuper, UniSuper Invest in US Toll Road
The pension heads in Canada and Australia believe the infrastructure assets will guard against inflation.
Asset Allocation
Expect More Inflation Ahead, but Not 1970s Levels, BlackRock Says
Asset management titan thinks pandemic stimulus and new Fed tolerance should lead to increases in the 2.5% range.
Risk
A Likely Electoral ‘Blue Sweep’ Will Steepen Yield Curve, Credit Suisse Says
With Democrats ruling the White House and Congress, bigger federal spending should spur yield-raising inflation, report contends.
Asset Allocation
Op-Ed: Rethinking Your Inflation-Protection Strategy (Again)
After this year’s swings, longtime investor Tony Waskiewicz takes another look at the benefits of shifting away from traditional techniques to customized strategies.
Market Moves
Remember Those Rate Increases? Big Mistake, Two Fed Governors Now Say
Richard Clarida and Lael Brainard say economic growth would have been stronger without the 2015-18 hikes.
The Fed Will Trigger Hot-Running Inflation, Druckenmiller Warns
In four years or so, due to loose monetary policy, the CPI will be jumping by 5% to 10%, the renowned financier says.
Market Moves
Goldman’s 10 Reasons That the Bull Market Will Resume
An array of forces will juice stocks anew and the early-September drop is just a correction, the firm argues.
Asset Allocation
Ohio Police & Fire Pension Approves 5% Gold Allocation, Earns 9.21% in Q2
The $15.65 billion fund is looking to the precious metal to help with diversification and as an inflation hedge.