Hot Reads: 10 Hot Investment Themes
Also, value is why quants underperform.
Compiled by ETF.com Staff
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 (Institutional Investor)
2020 was yet another bad year for value stocks, causing factor-based strategies to underperform.
The Whole World Is Watching Commodities (Bloomberg)
More than $30 billion has been added to bullish wagers.
After 1700% Asset Growth, China Poised To Lead ESG Asia Push (Bloomberg)
ESG-related ETF assets slated to rise in Asia 20% in 2021.
More Reasons To Rethink The 60/40 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 (Bloomberg)
This is seen as part of a push for cyclical value plays.
Oh, Quality, Where Art Thou? (FactorResearch)
Highlighting the reduced upside but full downside capture of quality ETFs.
Whole New Game (Humble Dollar)
Don't dismiss the value of big data analysis.