Skeptical take on real estate and sector and alternative funds
Amy Arnott of Morningstar weighs real estate as a diversifier and the challenge of sector funds for portfolio integration. She notes mixed results for alternative investments, bonds have practical limits, and high-yield bonds offer risk and limited diversifying value. Gold remains a cautious ballast asset.
Asian 3PLs Drive U.S. Leasing Amid De Minimis Growth
US warehousing under the de minimis model sees faster direct-to-consumer shipping, with Asia-based 3PLs fueling leasing activity as other e commerce players pull back. Returns processing and reverse logistics remain key. Tariff policies on small value packages lack clarity, delaying large network shifts while retailers plan for possible changes. Interview with Halelu ya Hadero.
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Auto insurance costs surge in 2024 driving relief searches
Auto insurance rates rose 17.7 percent in 2024, following a 17.4 percent jump in 2023, driven by pricier vehicle parts and repairs. The rise outpaces overall inflation at 3 percent for 2024, as smarter cars and tech features push vehicle values higher.
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