
Tag: Stocks


BlackRock: Why Buying the Dips Is a Bad Idea Now
The outlook for profits, valuations and the Fed are dispiriting, says a study from the asset manager.

How Come ETF Inflows Are Up, but Stocks and Bonds Are Down?
Riddle No. 2: Why are energy funds not the king of new investment dollars?

There’s a Better Way to Harness Risk Parity Strategies, Says NISA
Leverage can distort managers’ results, making them look better than they are, its study charges.

No Place to Turn With Stocks and Bonds Both Down? JPM Has a Solution

Bonds Stink as a Refuge From Stocks, but BlackRock Sees a Work-Around

Why Not to Worry About Slowing Earnings Growth
Corporate profits are falling back to a more normal pace (absent some nightmare scenario intruding).

Forget US Stocks and Head Overseas, BCA Says

Jeremy Siegel: What to Buy to Be Insulated From Inflation

Junk Bonds Will Return as Much as Stocks in 2022, Says Northern Trust
Outpaced last year, high yield is in solid shape at a time when stocks may come back to earth, the firm argues.

Will Jolly Old Saint Nick Visit the Stock Market This Holiday Season?

Look Sharpe, Says Goldman: Stocks That Thrive Amid Volatility Will Have a Good 2022

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.

What Stocks Boast the Strongest Pricing Power to Withstand Inflation?
UBS touts a list of what it thinks are the best companies able to keep demand cranking even as they charge more.

Why Is OCERS Looking at Dumping Ray Dalio’s Prized Hedge Fund?
The California county pension program says his Bridgewater Pure Alpha has been dogging it since 2015.