Market Moves
Get Out of Consumer Discretionary Stocks, Morgan Stanley Urges
Their run is done, and staples are the better choice in the next market phase, says strategist Mike Smith.
Tag: Stocks
How to Invest in Growth Leader China and Promising Distant Rival India
CPPIB and CalSTRS are among the many institutions that have put money into the expanding Asian economic powers.
Market Moves
Higher Bond Yields? No Big Deal for Stocks, Says BlackRock’s Rieder
Tech won’t really suffer that much because there’s so much new innovation, he argues.
How Jeffrey Gundlach Gets Ready for Higher Rates
Check out the Bond King’s model portfolio designed to hedge against inflation and—oh, yeah—deflation, too.
Market Moves
Morgan Stanley: Buy Inflation-Sensitive Stocks
A batch of names do very well when modest inflation kicks in, the firm says. Their performance lately is a mixed bag, however.
Index-Besotted Institutions Miss Out on Good Deal: Stock Pickers
Sure, passive beats active hollow overall, but ferreting out the market beaters is worth it. Some pension funds heartily agree, some really don’t.
Alternatives
GIC Snaps Up Logistics Assets in India, UK
The Singapore sovereign wealth fund entered two joint ventures this month to acquire and develop warehouses and distribution centers in major commercial hubs.
Will the Wheels Come Off the Market in 5 Years?
Doubts rise that stock’s boffo performance will keep rolling through 2025, although almighty tech might let it maintain some momentum, savants say.
Market Moves
The Market’s November Was Spectacular, So December Will Be … Down?
An LPL historical study shows the tricky dynamics for stocks in the year’s final two months.
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.
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.