##  [# Hot Reads: Industry Predictions for the Year Ahead](/sections/daily-hot-reads/hot-reads-industry-predictions-year-ahead) 

 

# Hot Reads: Industry Predictions for the Year Ahead

 

 

 Plus, how AI will transform investment management.



 

 

 

 

 [![lisa](/sites/default/files/styles/author_image_icon/public/2023-03/Lisa_0.png?itok=Z95X7Mko "lisa")](/contributors/lisa-barr) 

[By Lisa Barr](/contributors/lisa-barr)

 Dec 21, 2022

 Edited by: Lisa Barr

 

 

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**[13 Financial Predictions for 2023](https://www.thestreet.com/etffocus/market-intelligence/13-predictions-for-2023 "https://www.thestreet.com/etffocus/market-intelligence/13-predictions-for-2023")** (The Street)

Treasuries rally, foreign stocks lead, inflation plunges and nothing from the Fed.

**[Assessing the ESG Performance of Global Infrastructure Companies](https://insight.factset.com/assessing-the-esg-performance-of-global-infrastructure-companies-1 "https://insight.factset.com/assessing-the-esg-performance-of-global-infrastructure-companies-1")** (FactSet)

Many asset allocation models recommend a 5% weighting to infrastructure as these "real assets" are generally good hedges against inflation.

**[What Can AI Do for Investment Portfolios?](https://blogs.cfainstitute.org/investor/2022/12/15/what-can-ai-do-for-investment-portfolios-a-case-study/ "https://blogs.cfainstitute.org/investor/2022/12/15/what-can-ai-do-for-investment-portfolios-a-case-study/")** (CFA Institute)

One AI equity trading model hints at the technology's potential to transform investment management.

**[Are Growth Investors Finally Cutting Ties With Cathie Wood?](https://www.benzinga.com/news/22/12/30149743/are-growth-investors-finally-cutting-ties-with-cathie-wood-ark-innovation-flows-vanish-as-flagship-f "https://www.benzinga.com/news/22/12/30149743/are-growth-investors-finally-cutting-ties-with-cathie-wood-ark-innovation-flows-vanish-as-flagship-f")** (Benzinga)

ARK Innovation flows vanish as flagship fund hits five-year low.

**[Stocks Snap 4-Day Losing Streak](https://finance.yahoo.com/news/stock-market-news-live-updates-december-20-2022-112641416.html "https://finance.yahoo.com/news/stock-market-news-live-updates-december-20-2022-112641416.html")** (Yahoo Finance)

Meanwhile, the Tesla sell-off intensifies.

**[Are Equities Still Too High?](https://mrzepczynski.blogspot.com/2022/12/equities-still-too-high-classic.html "https://mrzepczynski.blogspot.com/2022/12/equities-still-too-high-classic.html")** (Disciplined Systematic Global Macro Views)

Classic measures say yes.

**[An Incredible Chart of the Housing Market](https://awealthofcommonsense.com/2022/12/an-incredible-chart-of-the-housing-market/ "https://awealthofcommonsense.com/2022/12/an-incredible-chart-of-the-housing-market/")** (A Wealth of Common Sense)

Two housing market booms in the same century.

**[Exploring the 3 R's of Fixed Income](https://www.parametricportfolio.com/blog/2023-fixed-income-outlook "https://www.parametricportfolio.com/blog/2023-fixed-income-outlook")** (Parametric Portfolio)

There are signs of stabilization ahead.

**[The Illusion of Trust in Asset Management](https://www.institutionalinvestor.com/article/b1h7o4zcupnlz4/The-Illusion-of-Trust-in-Asset-Management "https://www.institutionalinvestor.com/article/b1h7o4zcupnlz4/The-Illusion-of-Trust-in-Asset-Management")** (Institutional Investor)

Can there ever be real trust between allocators and managers without an overhaul of the due diligence process?



 

 

 [ Lisa Barr ](/contributors/lisa-barr) 

 

 

  Lisa Barr is a former copy editor at etf.com.   [View Bio](/contributors/lisa-barr)

 



 

 


 Related Topics  [Technology](http://www.etf.com/topics/technology) 

 [ESG](http://www.etf.com/topics/esg) 

 [Growth](http://www.etf.com/topics/growth) 

 [Equity](http://www.etf.com/topics/equity) 

 [Fixed Income](http://www.etf.com/topics/fixed-income)