Asset Allocation
Stagflation Fears Have Pensions, Sovereign Wealth Funds Eyeing Alts
Facing an economic slowdown and higher inflation, institutional investors are turning to real estate, infrastructure.
Tag: stagflation
Risk
Should We Really Be Afraid of Stagflation?
Nope, argues Meketa, pointing to how energy’s role has shifted since the 1970s.
Asset Allocation
Gold Demand Increasing as Stagflation Risk Looms
Record-breaking inflation combined with current geopolitical tensions are driving the trend.
Asset Allocation
Asset Managers Are Feeling Leery, BofA Survey Finds
The bank says its survey is the ‘least bullish’ since October 2020.
How Badly Do Rising Prices and Slowing Economic Growth Harm Stocks?
It’s not pretty: History shows that this bad combo pares equities’ median returns by 2%, Goldman says.
Asset Allocation
The Fed Will ‘Wimp Out’ on Tightening, Roubini Predicts
Dr. Doom’s latest call: Forget about rate hikes or tapering, at least anytime soon.
3 Inflation Scenarios: How Bad Could It Get?
Investors could see either a 1970s-style double-digit ripsnorter, a return to a more normal level, or something in between.
Market Moves
Is Higher Inflation Coming? Yeah, a Whopping 20%, Says Jeremy Siegel
But don’t worry, because stocks will do fine then, the noted equities fan advises.