Alternatives
Alts Grow Bigger and Bigger in Institutional Portfolios
Some 86% now invest in alternatives, says Nuveen survey.
Tag: Interest Rates
Asset Allocation
Special Report: Why Mortgage-Backed Securities Will Shrug Off Higher Rates
These bonds, undergirded by pools of home loans, benefit from the zest to nest, federal support, and other forces.
Don’t Blame Inflation Jitters for Rising Treasury Yields, Bespoke Says
If anything, it’s the prospect of quicker economic growth, by the research group’s reasoning.
One Year Later: 5 Ways the Pandemic Has Changed Investing
A suffering economy, a generous Washington, the homebound blues—all have played a role in scrambling the field over the past 12 months.
How Jeffrey Gundlach Gets Ready for Higher Rates
Check out the Bond King’s model portfolio designed to hedge against inflation and—oh, yeah—deflation, too.
Everybody Says Higher Interest Rates Are Coming … But When and By How Much?
There are three reasons why, after long dwelling at subterranean levels, the cost of money will eventually poke its head up.
Asset Allocation
Special Report: What Low-Paying Fixed Income Still Gives Us: Ballast
Despite small interest payments and not much price appreciation potential, many investors say it does deliver in this one area.
Pensions
Strong Investment Gains Fail to Boost US Corporate Pensions in 2020
Despite returns of nearly 13%, US corporate plans’ funded level remained flat for the year, thanks to falling rates, Willis says.
Asset Allocation
Why It’s Time to Make a Standalone China Allocation, Willis Says
Investors tend to invest there only as part of an emerging market strategy, which dilutes the potential return, the consulting firm concludes.
Market Moves
Ray Dalio Sounds the Alarm about a Rising China
US weaknesses give the world’s second largest economy an opening, he warns.
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.
Manager Selection
Maryland State Pension Receives $405,000 in LIBOR Restitution from UBS
The payout settles charges that the Swiss bank manipulated interest rate benchmark during the 2008 financial crisis.
Asset Allocation
COVID-19 Relief Packages Help Fuel Ultra-Low Interest Rates
EIOPA warns that persistent low rates pose a ‘systemic risk’ for insurers.
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
Europeans Worry About Financial Future in Low Interest Rate Environment
A joint research paper concludes Europeans are most worried about their ability to save for retirement.