Market Moves
How Little-Guy Investors Bested the Pros by Riding Popular Iffy Stocks
Goldman Sachs study shows that, since this year’s low point, ordinary market players shot past the smart money, 61% to 45%.
Tag: Stocks
How Pension CIOs Are Dealing With the Pandemic Storm
Handling asset rebalancing, maintaining board relations, and dealing with outside managers with big ideas are important items on plan managers’ agendas.
Market Moves
Why Not to Sell in May and Go Away
The summer season has been pretty good to stocks over the past eight years, LPL notes.
Too Much Leverage, Too Much Risk Are Weighing Down Hedge Funds
Designed to fly high during slumps, a bunch of them have disappointed, big time.
Despite Fed Backstop, Junk Bonds Still Face Big Trouble
The central bank’s much-touted help for high-yield is skimpy, in light of what nastiness lies ahead.
Asset Allocation
Washington State Board Makes Up To $1.9 Billion in Extra Private Market Commitments
New allocation adds to WSIB’s already outsized allocation to these assets, which has helped cushion it amid equity market turbulence.
Market Moves
Bill Miller: Why Now Is a Great Time to Buy Value Stocks
The famed investor, who just bought Boeing stock, says beaten-down gems are on sale.
Asset Allocation
Op-Ed: We Need to Talk about Pensions
Matthew Bale from RiskFirst, a Moody’s Analytics company, takes an analytical look at the implications of COVID-19 for the UK pension industry.
Coronavirus - COVID-19
Ackman Scored $2.6 Billion on Bond Bets as Markets Sank
After toying with cashing in all his assets, the investor placed a canny wager against corporate fixed-income.
Why US Stocks Remain the Brawniest in the World
Strong tech outfits like Apple and Facebook help American equity returns power ahead of other nations’ markets.
Market Moves
As Virus Punishes Stocks, El-Erian Warns: Don’t Buy the Dips
Pummeled shares will take a lot longer to recover than normal, Allianz economist says.
Risk
Virus Outbreaks Harm Stocks, Just Not on Tuesday
S&P 500, aside from yesterday’s rally, has dipped up to 13% due to epidemics, Citi says.
Market Moves
Airline Stocks Fly High Despite Boeing MAX Mess
Thriving economy and trade war pause aid carriers, despite loss of tainted plane.
Perpetual Monetary Easing: Problem Creator for Pension Plans
The shift has left some pension plans vulnerable to future shortfalls in liquidity.
Asset Management Culture
Market-Lagging Druckenmiller: I Was Wrong About Stocks
Famed investor had backed out of most equities so he missed 2019’s huge rally.