Man Group Calls for Rotation Away From US Stocks to Global Peers

Investors should position themselves for deepening underperformance of the US stock market due to dollar weakness and elevated Treasury yields, according to Man Group. “We are seeing the erosion of the US as a safe haven,” said Kristina Hooper, chief market strategist...

US Treasuries Risk Losing Haven Status, Pension Official Says

US Treasury bonds are at risk of losing their haven status should US fiscal stress continue to build, according to Canada Pension Plan Investment Board. “We worry that if the fiscal scenario continues for a period of time” the Treasury market could stop being a...

Texas Pension to Spend Up to $15 Billion on Private Market Bets

Texas Municipal Retirement System plans to commit as much as $15 billion over the next five years to a program that will allow it to invest directly in private markets transactions alongside its external fund managers. The $44 billion pension will commit between $10...

Dot-Com Fears Rise With Tech Stocks Seeing $100 Billion Swings

Investors are excited about OpenAI’s expansion driving big gains in technology stocks, but a rising number of Wall Street pros fear that the wild pops that add tens of billions of dollars in value in mere minutes are signaling an unhealthy market reminiscent of the...

JPMorgan Sees End of Startups’ ‘Private-for-Longer’ Mantra

After years of facing requests from startups to help them stay private for longer, JPMorgan Chase & Co.’s clients are starting to sing a different tune. “A lot of these companies that said ‘private for longer, private for longer,’ are now saying ‘private for a...