Hot Reads: Arnott Calls Value Turnaround

Plus, China power crunch closes factories.

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Arnott: Not Too Late To Buy Into Value Turnaround (Institutional Investor)

Value stocks have a lot to offer in the current environment, the Research Affiliates head says.

 

China Power Crunch Hits Factories (Reuters)

Factories that supply parts for Apple and Tesla have been affected.

 

Pelosi: House To Vote On $1T Infrastructure Bill Thursday (CNBC)

The vote could be critical for public spending-related ETFs like "PAVE."

 

Invesco Expects Factor ETF Usage To Increase By Half (ETF Express)

A recent survey finds 46% of institutional investors plan to increase factor ETF usage in the next three years.

 

What the Evergrande Crisis Means For Investors (Institutional Investor)

China is pushing investors into sectors more relevant to its rivalry with the U.S., according to Clocktower Group.

 

Taming The Stagflationary Winds (Jackson Hole Economics)

Rising inflation and declining growth are more likely to be a part of the global economy’s upcoming journey than features of its destination.

 

Economists Set 2021 GDP Sights Lower (Axios)

Those surveyed by NABE project 5.7% real GDP growth in the U.S. by the end of 2021, versus 6.5% in May.

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