Where to Find the Best Emerging Markets Returns
Asian nations such as India stand out, and so does Brazil, managers say.
Tag: Stocks
News
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.
Asset Allocation
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?
Risk
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.
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
Bonds Stink as a Refuge From Stocks, but BlackRock Sees a Work-Around
The firm makes a case for TIPS and Chinese government paper, as alternatives.
Why Not to Worry About Slowing Earnings Growth
Corporate profits are falling back to a more normal pace (absent some nightmare scenario intruding).
Asset Allocation
Forget US Stocks and Head Overseas, BCA Says
American equities are too costly, and there are better, cheaper prospects elsewhere, per the research outfit.
Risk
Jeremy Siegel: What to Buy to Be Insulated From Inflation
Hint: Not TIPS, which the Wharton prof terms ineffectual.
Asset Allocation
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.
Newsmakers
Will Jolly Old Saint Nick Visit the Stock Market This Holiday Season?
Statistically, there’s usually a Santa Claus rally right after Christmas, and it’s a good one, says LPL’s Detrick.
Risk
Look Sharpe, Says Goldman: Stocks That Thrive Amid Volatility Will Have a Good 2022
With slower economic growth and higher rates, these shares should handily outpace the S&P 500, the firm contends.
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.
Market Moves
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.
Asset Allocation
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.