Tag: Stocks
If a Hesitant Fed Won’t Cut, Other Central Banks Will, Says Ned Davis
Chair Jerome Powell declares that the Federal Reserve is in no hurry to reduce rates due to sticky inflation.
Ned Davis Snubs Cash Investing, Lauds Stocks and Gold
Research firm overweights equities and bullion, amid pending rate drop.
Nvidia Shows ‘Em: Explosive Results Boost Nervous Market
Before the chipmaker’s earnings release, stocks had been down.
Rate Cuts: The Fed and the Futures Market Draw Closer Together
Odds are that improved economic news will slow rate declines, but that may not be much of a tonic for stocks, says LPL.
Developed Nations’ Public Pension Plans Dropped By Average of 15% in 2022
An OECD report details how rough last year was for global funds, although the U.S. was protected slightly by a strong dollar.
What Is the Future of the 60/40 Portfolio?
Already a trope in transition, the traditional portfolio had a rough 2022, so modern-day allocators must evaluate all potential paths forward.
Allocators Increasingly Shying Away From Risk, Survey Says
Almost half are slowing and one-third are lowering exposure to stocks and other risk assets, per CoreData.
How to Allocate Your Assets, by Top Consultants
Class of 2023 Knowledge Brokers give their thoughts on allocation strategies in a higher-interest-rate world.
Why a Slowdown Might Not Be Too Bad, CIOs Say
At a Franklin Templeton webinar, finance chiefs describe corporate America’s strengths.
Volatility: Treasury Bonds Fluctuating Even More Than Stocks
The price swings on government paper these days are ‘extremely elevated,’ according to the Bespoke Investment Group.
Why September, Usually the Lousiest Month, May Portend a Good Finish for 2023
When double-digit market growth precedes the 9th month, good things tend to follow for investors, according to LPL and BofA.
Cash Gets a Bigger Role for Institutions, NextGen Honorees Say
They describe how higher rates have elevated the once-ignored asset class into a vital position.
Hedge Funds Aimed at Ailing Companies Will Do Well, Agecroft Says
A report sees higher rates and a weakening economy pushing firms into bankruptcy or restructurings.
Re-Mixing Asset Allocation: Insurers Decrease Bonds, Then Do a Partial Reversal
The industry also is expanding its exposure to stocks and alts, amid rising rates.