So When Will Stocks and Bonds Un-Link?
It’s a rarity for the two main asset classes, almost always negatively correlated, to perform a duet. Here’s what allocators can do about that.
Tag: JPMorgan
Newsmakers
A Coalition of Republican Attorneys General Targets Banks for Net-Zero Alliance Membership
AGs sent civil investigative demands to the six largest banks in the country to explore claims that the banks’ ESG pledges have harmed the energy sector.
Newsmakers
Stock Loan Tiff: 4 Allocators’ Case Against Wall Street Firms Advances
Plans for Iowa, Los Angeles County and two other California counties seek class action standing against Goldman and four others.
Asset Allocation
No Place to Turn With Stocks and Bonds Both Down? JPM Has a Solution
Swap high-yielding stocks for even better-paying bonds, the bank says.
Asset Allocation
Gold and Bitcoin, Seen as Opposites, Will Become Co-Equals, Says Market Savant
To Peter Boockvar, the two seeming rivals have a lot in common, and will ‘complement’ each other in time.
Asset Allocation
How Stock Investors Can Play the Supply Chain Snarl
JPM has a list of companies it says are holding up and should be ready to rock later.
Alternatives
Whew, Crypto’s Correlation to Stocks Seems to Be Over
Bitcoin has been arm in arm with the S&P 500 for months, raising questions about its use as an alt.
Asset Allocation
Some Institutions Call Crypto Rat Poison, but Others Are Buying the Currency
Bitcoin bolster: Asset allocators seem to be fueling digital money’s recovery from its recent crash.
Asset Allocation
Jerome Powell Won’t Get a 2nd Term as Fed Head, Says JPM Economist
The Democrats’ left wing will want a kindred spirit, rather than the GOP-appointed incumbent, Michael Feroli thinks.
Will Allocators Ever Embrace Liquid Alts?
Institutional investors mostly want to direct their non-market-correlated strategies themselves, but acceptance of these retail-oriented alternatives is inching up.
Growing Number of Pension Funds, Endowments, Foundations Adding Bitcoin to Portfolios
The digital asset is gaining more acceptance among institutional investors.
CalSTRS Lambasts Exxon’s Red Ink and Carbon Capture Venture
The oil giant shows that it needs fresh faces in its boardroom, says the pension fund.
Alternatives
Bitcoin Could Replace Gold as a Refuge, BlackRock Says
The yellow metal now is in a funk, as the cryptocurrency keeps gaining.
Asset Allocation
How Transitioning to a Low-Carbon Economy Impacts Equity Markets
JPMorgan report says the impact of climate transition across and within sectors is likely to vary significantly.
Why Wild and Crazy Bitcoin May Become a Pension Portfolio Fixture
Retirement funds and other institutions are gradually warming to cryptocurrencies.