Hot Reads: Bond Investors Look To China

Plus, a look at companies that thrived in the early part of the pandemic and where they are now. 

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Why Fixed Income Investors Are Buying Chinese Bonds (Institutional Investor)
Looming rate hikes have made major bond markets less attractive. That’s not the case in China, according to J.P. Morgan Asset Management.

 

Was The Pandemic Really Bad For Companies Like Netflix, Peloton? (A Wealth Of Common Sense)
A lot of the earliest beneficiaries of the pandemic are now experiencing growing pains.

 

Playing The Likelihoods During Fed Changes (Disciplined Systematic Global Macro Views)
It may not always be pretty, but you must extrapolate with what's available based on some theoretical foundation.

 

As Fed Prepares To Raise Rates, Beware The Feedback Loop (Capital Spectator)
The Federal Reserve is about to embark on its most challenging period for policy adjustment in a generation.

 

Even Fidelity Has U-Turned On Indexing. Why Won’t You? (Evidence-Based Investor)
Many longtime active investors have come around to the virtues of passive investing.

 

ESG Vs. Impact Investing (Financial Advisor)
Understanding the different goals of the two investment approaches.

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