Who Needs Bonds Anyway?
They don’t pay much interest, and future price appreciation is so not happening. Still, they have their uses.
Tag: Stocks
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.
Market Moves
How Little-Guy Investors Bested the Pros by Riding Popular Iffy Stocks
Goldman Sachs study shows that, since this year’s low point, ordinary market players shot past the smart money, 61% to 45%.
How Pension CIOs Are Dealing With the Pandemic Storm
Handling asset rebalancing, maintaining board relations, and dealing with outside managers with big ideas are important items on plan managers’ agendas.
Market Moves
Why Not to Sell in May and Go Away
The summer season has been pretty good to stocks over the past eight years, LPL notes.
Too Much Leverage, Too Much Risk Are Weighing Down Hedge Funds
Designed to fly high during slumps, a bunch of them have disappointed, big time.
Despite Fed Backstop, Junk Bonds Still Face Big Trouble
The central bank’s much-touted help for high-yield is skimpy, in light of what nastiness lies ahead.
Asset Allocation
Washington State Board Makes Up To $1.9 Billion in Extra Private Market Commitments
New allocation adds to WSIB’s already outsized allocation to these assets, which has helped cushion it amid equity market turbulence.