##  [# Hot Reads: 10 Hot Investment Themes](/sections/daily-hot-reads/hot-reads-10-hot-investment-themes) 

 

# Hot Reads: 10 Hot Investment Themes

 

 

Also, value is why quants underperform.



 

 

 

 

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[By ETF.com Staff](/contributors/etfcom-staff)

 Jan 19, 2021

 Edited by: ETF.com Staff

 

 

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*Compiled by ETF.com Staff*

**[10 Hot Investment Themes For 2021](https://www.thinkadvisor.com/2021/01/15/10-hot-investment-themes-for-2021/)** (ThinkAdvisor)  
 A Raymond James executive predicts gradual recovery, an earnings boost and continued success for tech stocks.

**[Value Is Why Quants Underperformed](https://www.institutionalinvestor.com/article/b1q48vjkrgzc1w/The-Main-Reason-Quants-Have-Performed-Badly-Value)** (Institutional Investor)  
 2020 was yet another bad year for value stocks, causing factor-based strategies to underperform.

**[The Whole World Is Watching Commodities](https://www.bloomberg.com/news/articles/2021-01-16/blankfein-called-it-now-the-whole-world-is-watching-commodities?sref=TBDibEcD)** (Bloomberg)  
 More than $30 billion has been added to bullish wagers.

**[After 1700% Asset Growth, China Poised To Lead ESG Asia Push](https://www.bloomberg.com/news/articles/2021-01-19/after-1-700-asset-growth-china-poised-to-lead-esg-push-in-asia?srnd=etfs)** (Bloomberg)  
 ESG-related ETF assets slated to rise in Asia 20% in 2021.

**[More Reasons To Rethink The 60/40 Portfolio](https://www.thinkadvisor.com/2021/01/15/more-reasons-to-rethink-the-6040-portfolio/)** (ThinkAdvisor)  
 This traditional allocation will not only fall short on returns but actually increase risk, says BlackRock.

**[Strategists See Growing Bets On Emerging Markets Via ETF Options](https://www.bloomberg.com/news/articles/2021-01-15/strategists-see-growing-bets-on-emerging-markets-via-etf-options?srnd=etfs)** (Bloomberg)  
 This is seen as part of a push for cyclical value plays.

**[Oh, Quality, Where Art Thou?](https://www.factorresearch.com/research-oh-quality-where-art-thou)** (FactorResearch)  
 Highlighting the reduced upside but full downside capture of quality ETFs.

**[Whole New Game](https://humbledollar.com/2021/01/whole-new-game/)** (Humble Dollar)  
 Don't dismiss the value of big data analysis.



 

 

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