After a punishing 2022 ended on a slight upswing, allocators posted a 4.1% increase in this year’s first period, per a Northern Trust study.
The $2.18 trillion market is ‘flashing warning lights,’ and deal activity is expected to slow, according to a Proskauer report.
The bond and futures markets believe the central bank’s tightening will about-face—a bad call, the strategist contends.
Ongoing worries, such as the debt-limit clash, could bring it roaring back, warns Bank of America.
Despite downturn, the $684.5 billion fund’s losses were offset by an increased allocation to alts.
Maintaining a position just short of a recession is almost impossible to do, the research shop says.
The Wall Street heavyweight’s forecasts for each coming year have done well over three decades, coupling conventional wisdom with unorthodox guesses.
