This content is from: Opinion Is a Recession in the U.S. Inevitable? In the Short Term, Probably Not. Real GDP in the first quarter was down for the first time since the beginning of the pandemic, but NDR argues there’s still gas left in the tank. By Veneta Dimitrova May 09, 2022
This content is from: Portfolio Forget the War. Recession Is Now Institutional Investors’ Biggest Fear. “We’re getting more active — focusing more on growth sectors and buying both investment grade and high-yield bonds,” says UBS O’Connor CIO Kevin Russell. By Jessica Hamlin April 29, 2022
This content is from: Portfolio Allocators Are Investing Like a Recession Is on the Way – Despite the Fed’s Promise of a Soft Landing Investors including the Hawaii Employees’ Retirement System are searching out potential safe havens, such as real assets, distressed debt, and floating rate securities. By Alicia McElhaney March 28, 2022
This content is from: Portfolio Growth Stocks Have Been Hit Hard by Rising Rates — But Could Be Saved by a Recession “I would expect growth to outperform over the near term as we start to price in weaker economic growth over the next year or two,” said Guidestone Capital’s David Spika. By Hannah Zhang March 17, 2022
This content is from: Portfolio Research Affiliates: It’s Time to Show Traditional Stocks and Bonds the Door Soaring inflation and shrinking GDP are giving seasoned investors a flashback to the early 1980s, when real assets were the place to be. By Hannah Zhang May 03, 2022
This content is from: Portfolio With Rates Rising and Fixed Income Disappointing, This Strategy Could Prove Valuable Michael Hunstad, head of quantitative strategies at Northern Trust, thinks dividend stocks could help investors manage their risk-return needs. By Alicia McElhaney April 20, 2022
