Asset Allocation
Why Private Equity Is Still Dogging It
A host of macro problems leave PE fund investors with just small gains.
Tag: Inflation
Market Moves
So Interest Rates Won’t Rise Anymore, Eh? Not So Fast
Lombard’s Blitz makes the case for why the Fed will keep hiking, all the way up to 6.5%.
Market Moves
Why Hamas Attack Might Not Slam Stocks Too Much
Expect higher oil prices, but these likely will not be crippling, strategists say.
Regulation
Key Government Data, Such as Unemployment and Inflation, Would Not be Published During a Shutdown
Government data collection agencies, such as the Bureau of Labor Statistics, would shut down completely absent a continuing resolution.
A Crafty Way to Earn Returns From the Inverted Yield Curve
Some allocators and managers are doing this, expecting a price pop ahead and collecting nice interest payouts along the way.
Research
Is the Phillips Curve Kaput? No, But It Has Changed, Says BCA Sage
The classic trade-off between unemployment and inflation isn’t the same due to the Federal Reserve, in Peter Berezin’s view.
Risk
Maybe We’ll Get That Soft Landing After All, Stock Market Suggests
Two reports seem to show a cooling economy, with the Fed backing off.
Research
More Federal Spending Is a Boon to US, Says JPM
Casting aside budget hawks’ concerns and inflation upticks, the firm applauds the industrial policy under the Biden Administration.
Asset Allocation
Public Equities Drag Orange County Pension Investments 7.8% Lower in 2022
The portfolio’s market value dropped by more than $2 billion last year to $20.2 billion.
Risk
What Could Make the Fed Continue Tightening?
More housing price increases might squelch the conventional wisdom that July’s hike will be the last, some strategists say.
Asset Allocation
Fixed Income Makes a Comeback in Sovereign Wealth Fund Portfolios
But the institutional investors revamped their approach to the asset class after it failed to protect them when equities tanked in 2022.
Market Moves
What Will Fed’s Reaction Be to Sharp Inflation Fall?
No additional rate hikes, one more, two more? Strategists ponder what comes next after the CPI news.
Market Moves
Maybe It Will Be a W-Shaped Recession
Perhaps the 2020 downturn was just Part 1, BCA Research warns.
Asset Allocation
Navigating the New Bull Market: Be Careful but Not Bearish, Says LPL
The firm advises lowering exposure to stocks in preparation for a recession finally rolling in.
Asset Allocation
Public Pensions Remain Active in Adapting Allocations
U.S. public pension managers are confident their plans are well-hedged against inflation, as they plan to increase allocations to commodities and boost infrastructure investing.