There's an Upbeat Signal Buried Beneath the Stock Market's Surface
It’s as close to a sure-thing bet as markets ever offer. When S&P 500 falls 20% or more, recession is close behind. But economists should look deeper.
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Bain Veteran Says 20% Private Equity Returns Have Decades to Run
The private equity industry is still in its “early innings” and has decades more to run as a high-return business model.
Bonds to Stage Comeback as Hedge for Stock Losses, Investors Say
After biggest loss for 60/40 portfolios since global financial crisis, better days may lie ahead for trillion-dollar complex investment strategy.
Ex-Soros CIO Bessent Leads Key Square to 30% Gain on Yen Bet
Scott Bessent, a former Soros Fund Management investing chief, posted a 30% gain in his macro hedge fund this year.
Credit Market Cracks Widen as Distressed Debt Nears $650 Billion
Multiple stress points are emerging in credit markets after years of excess, from banks stuck with piles of buyout debt.
The 60/40 Portfolio Is Set for a Comeback Next Year, BofA Says
Widely followed 60/40 portfolio is set for a recovery after experiencing its worst year since the global financial crisis.
Bridgewater Sets a Path for Net-Zero Investors
Bridgewater Associates LP, the world’s biggest hedge fund manager, is taking a swing at the issue of climate-conscious investing.
