Tag: Inflation
Ash Williams: Passive Investing’s Use Is an ‘Illusion’ That’s Now Dispelled
What Happens After That Soft Landing? BCA: Nothing Good.
Maintaining a position just short of a recession is almost impossible to do, the research shop says.
How Bob Doll Makes His Rather Prescient 10 Annual Predictions
The Wall Street heavyweight’s forecasts for each coming year have done well over three decades, coupling conventional wisdom with unorthodox guesses.
Remember When We Thought it was Transitory?
Howard Marks: A ‘Sea Change’ Has Come to Investing
Asset Owners and Consultants Say They Gotta Change Strategies, Pronto
T. Rowe: Conventional Wisdom on ’23 Market Is a Crock
Growth stocks rebound, banks are vulnerable, consumer staples rule—all those shibboleths are so last year, the firm’s CIO, John Linehan, says.
What Do Pension Funds Worry Over Most?
Don’t Worry About a Wage-Price Spiral, JPM Says
Despite Fed uneasiness, higher pay isn’t really pushing inflation, per the firm’s David Kelly.
When Will Beaten-Up Real Estate Turn Around?
The easy answer is a rebounding economy. But that’s not the sole factor, a Northern Trust Asset Management study finds.
Norway’s Pension Giant Lost $215 Billion in First Three Quarters
With more than two-thirds of its portfolio in equities, falling markets have pummeled the world’s second largest pension fund.
How Will the Midterm Elections Affect Stocks, Anyway?
They usually go up after the vote, with the uncertainty over. But maybe not this year, warns Schwab’s Liz Ann Sonders and some other Wall Street savants.
BT Pension Plan Lost £11 Billion in Buildup to U.K. Bond Meltdown
Columbia, Brown, Iowa Endowments Lose 7.6%, 4.6%, 2.4%
Falling markets and rising inflation take toll on endowment investment portfolios.