Market Moves
Post-Virus, It’s Back to the Way Things Were, Right? Not Quite
Investing will be somewhat different in the world after the pandemic, Capital Group says.
Tag: Stocks
Market Moves
ETFs on the March: Huge Inflows in September Set Up 2020 for Near Record
They gathered $35.2 billion last month, which should make this year second only to 2017’s blowout.
Market Moves
From Here, Recovery Will be ‘Tougher,’ But Good Investments Persist
So say two savants from Principal Financial, at CIO’s Summit.
Asset Allocation
GIC Leads $100 Million Funding into India’s Fintech Razorpay
The Bangalore-based startup joined the unicorn club with a valuation just north of $1 billion.
Asset Allocation
GIC Leads $500 Million Funding into Consumer Credit Unicorn Affirm
The Singapore sovereign wealth fund previously invested in the fintech startup from PayPal co-founder Max Levchin.
Research
Will Last Week’s Selloff Wake Up Investors to the Overvalued Market? El-Erian Asks
Allianz sage spells out the difference between lowered fundamentals, like earnings, and the current rally.
Who Needs Bonds Anyway?
They don’t pay much interest, and future price appreciation is so not happening. Still, they have their uses.
Market Moves
Good Vaccine News Has Immediate Impact on the Stock Market
A quarter of the S&P 500’s rise since May is linked to positive developments on a virus inoculation, UBS says.
Risk
CFOs: Don’t Look for a Swift Economic Recovery
A minority of the financial officers expect the US economy to improve by 12 months from now, a Deloitte survey says.
Market Moves
Say What? Long-Time Bear Becomes Bullish on the Economy
Growing household savings and unspent stimulus money buoy David Rosenberg, former Merrill economist.
Market Moves
This Rally Will Last a Long Time, Invesco Predicts
The economy and the stock market should be able to overcome the virus, say the firm’s strategists.
Overvalued Stocks: What Would Make Sky-High Multiples Drop?
This top-heavy bull market, led by a handful of tech leviathans, could unexpectedly get a lot cheaper. Here’s how.
Alternatives
Grim Outlook for Singapore Sovereign Wealth Fund after Poor Returns
GIC will continue to diversify with defensive strategies, including investing in rental and manufactured housing, data centers.
Market Moves
A 60-40 Portfolio Is Still the Bomb, Says Vanguard
Some have questioned the conventional asset split, but its performance during this messy year shows its worth, the firm declares.
Market Moves
Stock Market Will Be Flat for a While, Says Bob Doll
Flanked by giddy bulls and gloomy bears, the Nuveen strategist looks for an earnings rebound in the fourth quarter and a lessening of the virus’ malign effect.