5 min read

Escalation Nation

By: Altegris Research (Curators) on 10/28/22 2:00 PM

Weekly Round-Up
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Weekly Round-Up: Issue 110322

 
Allocator Perspectives

Family Offices Get Opportunistic Amid Market Chaos | Institutional Investor

 

 

Rethinking Asset Allocation

Building Balanced Portfolios for the Long Run | MSCI + GIC

 

 
60/40 PAIN

Fundamentals Are Yet to Get Their Day in the Sun | Blackstone

 

 
 
ENERGY OUTLOOK 

World Energy Outlook 2022 | IEA

 

 

Follow the Money 

Russian Oligarchs Obscure Their Wealth Through Secretive Isle of Man Network | WSJ

 

 

Activist Investors 

Masimo Investor Politan Sues to Block Activist Rule Changes | Bloomberg

 

 

 

Faith-based Investing 

Catholic funds are feasting on forbidden fruit | Semafor

 

 

 

Office Reincarnation 

The Future of the Office is a Lab | Vox

 

 
PRIVATE MUNI 

Private Lending Takes Root in Muni Market | WSJ

 

 

cpi 

CPI Less Rent Was Zero for 3 Months; CPI Rent Is Wrong | CATOS

 

 

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