This content is from: Portfolio JPMorgan’s Cembalest Says Fed Will ‘Pause’ Rate Hikes This Spring The strategist argues that a major growth slowdown is ahead for Europe and the U.S. as monetary and fiscal policies shift and globalization declines. By Michelle Celarier January 03, 2023
This content is from: Portfolio Here Are the Arguments for a Bond Comeback “The anticipated rate decline, along with the higher starting yield, creates an attractive outlook for bonds this year,” acccording to Nuveen. By Hannah Zhang January 30, 2023
This content is from: Portfolio How the End of Rate Hikes Could Set the Stage for Preferred Securities Preferreds have delivered double-digit returns in six out of seven years following a negative total return, according to Cohen & Steers. By Hannah Zhang December 12, 2022
This content is from: Premium What Drove Greenlight’s Stellar Performance in 2022 A look under the hood reveals that shorting wasn’t the only reason why David Einhorn enjoyed his best year for delivering alpha. By Stephen Taub January 25, 2023
This content is from: Premium Electron Bets Big on Energy Transition The fund, which targets clean energy, infrastructure, and utility stocks, was profitable in 2022 and is positioning itself for the future. By Stephen Taub January 30, 2023
Sponsored U.S. Equity Outlook: Patiently Waiting for a Durable Bottom Sponsored by ClearBridge Investments January 11, 2023
