Asset Allocation Highlights – Running to Catch up With Inflation
Markets seesaw on news reports, expectations for the level of central bank policy rates are ratcheting higher as inflation outpaces expectations.
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Banking Giant Morgan Stanley Prepares to Step into ETF Market
In its continued push into asset management, Morgan Stanley will be launching its exchange-traded fund (ETF) platform in 2022.
JPMorgan Says Be Ready for 40% Commodities Rally in Market Shift
Commodities could surge by as much 40% -- taking them far into record territory -- should investors boost their allocation to raw materials.
Stock Pickers Just Suffered Their Worst Month in 20 Years
The two-month stock rout at the start of the year sent actively managed funds pouring into cash and loading up on bearish wagers.
Black-Swan Funds Thrive as Wall Street Doomsayers Have Their Day
CIO PGIM Wadhwani launched a defensive fund that takes short positions in equities and buys haven currencies, among other things.
Morgan Stanley Says ‘Bear Market Rally’ Is Now Over
One of Wall Street’s most vocal bears advised investors to seek refuge in bonds as economic growth slows saying equity markets will prove short-lived.
In a World Full of Risk, Stocks Look Like the Least-Bad Option
Stocks recovered in record time from the initial shock of the war in Ukraine and the havoc it’s wreaked on global commodity supplies.
