Tag: Interest Rates

The mega-cap tech giants appear invincible. But things always change in the market.

Wall Street's 2024 U.S. forecasts.

An OECD report details how rough last year was for global funds, although the U.S. was protected slightly by a strong dollar.

How higher interest rates are changing the investment objectives of fully funded pension funds.

UBS analysts think the Fed will need 6 months or so to realize it can ease, gradually slicing the central bank’s benchmark by a modest amount, up to 0.75 points.

Yields are high, and well-fixed institutions back them, but what happens in a recession?

Historically, when the sector’s P/Es are this high, its market performance flags over the next 12 months, per Jack Ablin.

Almost half are slowing and one-third are lowering exposure to stocks and other risk assets, per CoreData.

Class of 2023 Knowledge Brokers give their thoughts on allocation strategies in a higher-interest-rate world.

AUM growth decelerates and fundraising softens, Preqin reports.

A host of macro problems leave PE fund investors with just small gains.

Lombard’s Blitz makes the case for why the Fed will keep hiking, all the way up to 6.5%.

Marking a third straight period of losses, the index’s EPS suffered in financials, real estate, material, health care and energy, a survey finds.

Despite the investment loss, net transfers helped raise the Canadian pension giant’s asset value to C$575 billion.