Tag: Stocks

Already a trope in transition, the traditional portfolio had a rough 2022, so modern-day allocators must evaluate all potential paths forward.

Almost half are slowing and one-third are lowering exposure to stocks and other risk assets, per CoreData.

Class of 2023 Knowledge Brokers give their thoughts on allocation strategies in a higher-interest-rate world.

At a Franklin Templeton webinar, finance chiefs describe corporate America’s strengths.

The price swings on government paper these days are ‘extremely elevated,’ according to the Bespoke Investment Group.

When double-digit market growth precedes the 9th month, good things tend to follow for investors, according to LPL and BofA.

They describe how higher rates have elevated the once-ignored asset class into a vital position.

A report sees higher rates and a weakening economy pushing firms into bankruptcy or restructurings.

The industry also is expanding its exposure to stocks and alts, amid rising rates.

In 2035, emerging markets will gain a slight edge, and they will have a clear lead by 2050: 47% to 27% of global capitalization.

The deposit flight has halted, and lending hasn’t suffered, the firm notes.

Impact investing and longer-duration bonds are on the buy list, says Nuveen.

Goldman’s Michael Moran warns against complacency and issues some warnings.

After a punishing 2022 ended on a slight upswing, allocators posted a 4.1% increase in this year’s first period, per a Northern Trust study.

Economist and Wharton School professor Jeremy Siegel likes stocks as the safest investment this year.