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.
Tag: Inflation
Market Moves
Why Jerome Powell Wants to Soften the Fed’s Inflation Target
The central bank’s chair, in his upcoming speech Thursday, is likely to give himself some leeway in case all the stimulus does elevate the CPI.
Market Moves
This Rally Will Last a Long Time, Invesco Predicts
The economy and the stock market should be able to overcome the virus, say the firm’s strategists.
Asset Allocation
Liking Gold’s Ascent? Just Wait for the Plunge, Study Warns
Duke’s Campbell Harvey charts the wacky ups and downs of the precious metal.
Market Moves
How David Einhorn Is Betting on Higher Inflation
Hedge fund chief thinks a small amount of inflation is coming, so he goes for TIPS derivatives, among other plays.
Pensions
Pennsylvania SERS Cuts Investment Return Rate Assumption to 7%
Pension board also approves reduction in assumed rate of inflation to 2.5%.
Market Moves
The Dollar Is in Peril of Getting Knocked Off Its Perch, Goldman Warns
Tumbling value for the greenback could end its status as the world’s reserve currency, the firm’s analysts say.
Will Mega-Stimulus Bring Inflation After COVID and Recession Are Gone?
Unlikely. Here’s why, despite all that federal money sloshing around in the system, price rises should stay tame.
Market Moves
Forget about Inflation, Deflation Is the Real Threat, BofA Says
The massive Washington stimulus raises fears of spiraling prices. But those anxieties are off-base, bank economist Harris contends.
Why Do Small-Caps Keep Getting Knocked Off the Game Board?
Perils waylay these stocks, which haven’t caught a break in years. Ah, but some hope exists.
Coronavirus - COVID-19
Earnings Will Take Up to 4 Years to Recover, Leuthold Says
That’s the max for EPS retreats in the past, and this recession will be a lulu, the firm’s Ramsey believes.
Coronavirus - COVID-19
And Now, the Case for a 2020 Recession
IHS Markit sees one hitting in the second quarter and lasting to year-end.
Rethinking Your Inflation-Protection Strategy
Longtime CIO Tony Waskiewicz shares his three-step process for inflation-sensitive assets.
Who’s the Culprit for Why American Wage Growth Is Going Nowhere?
Perhaps the Chinese or robots or health care costs or baby boomers or …
Market Moves
Ken Griffin: Nobody Cares About Inflation, but They Should
Hedge fund kahuna laments that markets aren’t prepared for a return bout of soaring prices.