Asset Allocation
Tax Change Fears Spur Record M&A Dealmaking in Q1
The specter of higher capital gains taxes in 2022 accelerated activity, Echelon says.
Tag: pandemic
Pensions
Ontario Teachers’ Pension Fund Misses Benchmark with 8.6% Return in 2020
But the C$221.2 billion plan ends 2020 fully funded for the eighth straight year.
Alternatives
Alts Grow Bigger and Bigger in Institutional Portfolios
Some 86% now invest in alternatives, says Nuveen survey.
Market Moves
After the Bull Market’s First Year, What Happens in the Second?
History shows it’s usually a good run, but not as strong, LPL’s Detrick says.
Asset Allocation
Special Report: How to Make Money from Distressed Real Estate in 2021
Pension funds and other institutions are considering investing in problem properties via KKR, Apollo, Blackstone, and other Wall Street players. The goal: turnarounds.
Research
OECD More Than Doubles US Economic Growth Forecast
Fiscal stimulus and a sustained vaccination pace are expected to spur the strongest GDP growth in 37 years.
Market Moves
Will Pent-Up Consumer Demand Really Supercharge the Economy? Uh-uh, Economist Warns
Stephen Roach: A lot of consumer spending already has occurred and the federal aid package will be just a temporary boost.
Pensions
COLA Freeze Removed from Pension Bailout Plan
American Rescue Plan Act amendment from Chuck Schumer removes cost-of-living adjustment freeze.
World Trade Post-Pandemic: Same Old Problems, Now Worse
A surging China elbows others, the deficit-burdened US struggles, and Brexit is in the pits.
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.
Pensions
OMERS Reports First Annual Loss Since Financial Crisis
Canadian pension attributes 2.7% loss to the effects of pandemic on real estate, transportation, entertainment.
Market Moves
Post-COVID Stock Picks: Morgan Stanley Highlights Its Recovery Plays
McDonald’s, Exxon, and Lamar Advertising are on their winners’ list.
Alternatives
Wisconsin Treasurer Recommends Creating State-Run Retirement Plan
Auto-IRA program WisconsinSaves would provide all workers access to a retirement benefit.
Market Moves
Is the Big US Retail Sales Number Temporary?
Wells Fargo wonders about the surge’s staying power, citing Walmart’s blah coming-year guidance.
Alternatives
Private Equity Firms Expect Wave of M&As in Second Half of 2021
The increased pace of COVID-19 vaccinations and the specter of a capital gains hike are expected to spur activity.