Tag: Stocks
Why Not to Worry About Slowing Earnings Growth
Corporate profits are falling back to a more normal pace (absent some nightmare scenario intruding).
Forget US Stocks and Head Overseas, BCA Says
Jeremy Siegel: What to Buy to Be Insulated From Inflation
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.
Will Jolly Old Saint Nick Visit the Stock Market This Holiday Season?
Look Sharpe, Says Goldman: Stocks That Thrive Amid Volatility Will Have a Good 2022
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.
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.
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.
4 Scenarios for the Fed’s Tapering: From Benign to Horrible
What should the pace of reductions be? The slower, the better, says research sage Jim Woods.
Friday the 13th Turns Out to Be a Pretty Lucky Day for Stocks
The Ultimate Diversifier: What Real Assets Are Gaining in Allocator Portfolios
Infrastructure such as bridges and tunnels, plus farmland and other natural resources, is winning new favor.
Is an Equal-Weighted Stock Index Better Than a Tech-Heavy One?
Nope, says Northern Trust’s asset management unit. But they both have big drawbacks.