Asset Allocation
North Carolina State Pension Returns 11% to End 2020 at Record High
State Treasurer Dale Folwell credits a conservative investment strategy for the fund’s strong performance.
Tag: pandemic
Alternatives
Real Estate Offers Opportunities for Private Market Investors in 2021
Mercer says investors should increase their risk appetite and consider allocating to real estate this year.
Asset Allocation
Endowment Index Ends Second Straight Year at Record High
Despite 10.14% rise during 2020, the index still underperformed a 60/40 stock-bond portfolio.
Market Moves
Oil Appears Ready to Break Out of Its Price Rut
Opportunity awaits for investors while crude is stuck in ‘virus alley,’ say strategists.
Coronavirus - COVID-19
COVID-19 Spurs Economic Policy, Investment Trends Acceleration
While some changes induced by the pandemic will fade away, others are here to stay.
Market Moves
Market Already Has Priced in Good 2021 Earnings, Says Moody’s
Profit forecasts are heady for next year, after 2020’s bust. But it won’t boost stocks much, John Lonski says.
Market Moves
December Should Be OK, Just Not Its Usual Top-Tier Self
Muted market gains this month, strategists say, are overshadowed by blow-out earlier months.
Pensions
Public Pensions Fail to Rebound with Market Rally
Report says the worst of the COVID-19 recession has ‘yet to be fully felt by state governments and public retirement systems.’
Will the Wheels Come Off the Market in 5 Years?
Doubts rise that stock’s boffo performance will keep rolling through 2025, although almighty tech might let it maintain some momentum, savants say.
Coronavirus - COVID-19
US Public Pensions’ Funded Ratio Declines More Than 2% in 2020
Despite funded levels falling to 70.7%, the 100 largest public plans have ‘shown great resiliency’ in the face of the pandemic.
Market Moves
Vaccines and Pent-Up Demand Will Jazz Stocks, Says Paul Tudor Jones
Trend-spotter hedge fund titan predicts an economic ‘explosion’ in the 2nd quarter.
Market Moves
Post-Virus, It’s Back to the Way Things Were, Right? Not Quite
Investing will be somewhat different in the world after the pandemic, Capital Group says.
Asset Allocation
If You Think the Dollar Has Lost Value Now—Just Wait
The buck, off almost 5% in 2020, could dive another 20%, Citigroup warns.
One Upside to the Pandemic: Better Financial Technology
As with medicine, the development of better tools to analyze economic and market data got fast-forwarded.
Market Moves
3Q Corporate Earnings Look Better and Better, Yardeni Says
S&P 500 profits should be down just 7.1%, a big upgrade from more dire previous calls.