The co-founder and former chief investment officer of Pacific Investment Management Co. has been growing increasingly vocal in recommending the strategy, which involves betting on the outcome of corporate takeovers.
Financial advisors say more clients than ever are making timing-related missteps when it comes to savings and investments.
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Feb 27, 2024
Debt and high rates are a key risk to navigate for small stocks.
More than 180 stocks in S&P 500 are now trading for less than they were 12 months ago.
In-tandem moves between stocks and bonds in recent months are reigniting a debate over the hedging power of Treasuries in an era where both asset classes are both prone to selloffs amid concerns of further Federal Reserve tightening.
Cerity Partners CIO Ben Pace likes core fixed income while underweighting U.S. large cap equities.
CIO Michael Dow and Director of Risk Management and Securities Research Julien Frazzo like U.S. large cap value and bonds.
CIO Cameron Dawson is maintaining a focus on quality, especially with large-cap high-quality biotech equities.
Co-CIO Andrew Krei likes higher quality fixed income, venture capital and private equity, while avoiding AI.
Investment Research Analyst Nick Smith likes Japan and expanding the firm's levels of interest rate risk.
