What are the pitfalls of companies' transferring their pensions to insurers? See my CIO story:

During my years in financial journalism, I've noticed a pattern: There's a downturn around the start of a new decade, and then predictions that the coming decade will be a bummer for stock. Those auguries don't come true, though. See my CIO story: https://t.co/aRTynLSbh9

Republican politicians say ESG investing brings poor returns--and GOP-run states are moving to ban state and local gvt funds from plugging money into it. Dems say the opposite. Who is right? See my CIO story:

Value investing has changed lately. I mean, Meta (aka Facebook) is a value stock? I sketch out what's different and why in my CIO story:

Is getting inflation back to 2% in the near future even possible? A bunch of smart folks think so, with caveats, of course. See my CIO story:

Well, recession or no, Corporate America has a lot of cash to fall back on. Turns out, though, that this buffer isn't so wonderful after all. See my CIO storty:

U.S. investors are thinking twice about investing in autocratic, Russia-befriending, maybe-Taiwan-invading China these days. Here's how institutions are handling this. See my CIO story:

Alternative investments like real estate and hedge funds are popular now. But really offbeat alts have an even better record of not correlating with stocks and bonds. Those include artwork, medical royalties and sports teams. See my CIO story:

Cryptocurrency like bitcoin has all the appeal of three-day-old garbage now. But institutional investors, particularly college endowment, still like the stuff. See my CIO story:

Years ago, market benchmark LIBOR was unmasked as manipulated by bank traders who reported bogus loan rates, which go into constructing the market's base rate. At long last, we have a less-corruptible replacement, SOFR. Why the delay? See my CIO story:

The price of oil is going up, for some time. So say 3 investment fund honchos we asked, all energy buffs: Britt Harris of the Texas university system, Marcus Frampton of Alaska's sovereign wealth fund and Sean Bill of Santa Clara VTA. See my CIO story:

The Treasury yield curve is on the brink of inverting, using the 2-year to 10-year comparison. It already has done so for the less-watched 5-10 pairing. But Richard Bernstein's firm thinks an inversion no longer predicts a recession. See my CIO story:

Pandemic vaccines and miracle cures, all the fruit of biotech firms. But their stocks are way down. What gives? See my CIO story:

The Fed's campaign to raise interest rates will help banks. But some more than others. Bank of Amerfica researchers list the ones that should do best and how come. (B0fA is not on the list.)

The Federal Reserve is set to announce its new rate-hike campaign today. Everybody has known that for a while. Time was the Fed was secretive about its actions. Some think its new openness is a net minus. See my CIO story:

For a pick-me-up, read Natixis economist Joe Lavorgna's take on how today's high inflation could lead to a recession. See my CIO story:

Does the past repeat itself? Bespoke sees a lot of parallels between now and the yucky aughts, which were bracketed by the dot-com bust and the financial crisis. See my CIO story:

Stocks are down. So bonds are the usual sanctuary -- except not lately, courtesy of high inflation. But BlackRock has some ideas about a couple of bonds that should serve investors well. See my CIO story:

How the Fed will deal with the Ukraine war. In past conflicts, it has gone for easy money. Here's how things are different today and what that may mean. See my CIO story:

An old question is back, as stock buybacks surge: Do these repurchases crimp corporate capital spending? Maybe they used to, but not now. See my CIO story: