Current Market Conditions Warrant a Move to Real Assets
Volatility ahead in 2022, making alternative asset exposure a must. It includes getting real asset exposure that is uncorrelated to equities market.
Recent
BlackRock, State Street Alums Map Plan to Disrupt Junk-Debt ETFs
BondBloxx Investment Management LL plans to launch three new exchange-traded funds that slice and dice high-yield credit by rating.
Junk Debt Is Poised for Worst Month Since the Early Days of the Pandemic
“If we see some real spread widening while core rates continue to rise, high-yield investors will feel real pain,” Christian Hoffmann, Thornburg Inv.
Ark’s Cathie Wood Sees ‘Enormous’ Arbitrage Window With Private Markets
Disparity in valuations between private and public markets for innovative companies is creating “enormous” arbitrage opportunity, per Cathie Wood.
Credit Suisse Has a Poor Track Record of Hiring and Firing Leaders
Chairman Antonio Horta-Osório left the bank over covid breaches, but isn't the first senior executive to depart under a cloud recently.
Strategists From Goldman Sachs to UBS Say Buy Dip in Stocks
Unfazed by the stock market’s bumpy start to the year, strategists bet that equities can weather higher interest rates and rising bond yields.
Risk Bubbles Are Deflating Everywhere, Some Market Watchers Say
A potentially rising interest-rate environment is causing investors to re-assess the risk they are willing to take.
