Hot Reads: Bonds' Time To Shine?

June 28, 2022

Compiled by Staff


Bond Phoenix Rises From The Ashes (Jackson Hole Economics)
Bonds are out of favor. But maybe not for long.


Has The Growth Bubble Popped? (Institutional Investor)
GMO's asset allocation team says there are still opportunities for going long value and shorting growth.


Rediscovering The Market's Sweet Spot (Advisor Perspectives)
Investors tend to conflate exposure to the S&P 500 with exposure to the broad market.


Yield-Hungry Investors Flocking To High-Dividend ETFs (Financial Advisor)
With bonds slumping, a record amount of money is pouring into ETFs focused on big dividend payouts.


Michael Burry: Fed May Alter Course (FAMag)
Scion Asset Management founder suggested the "Bullwhip Effect" in the retail sector may lead to the Fed reversing its quantitative tightening policy.


Is ESG's Growth Tilt Really Necessary? (Morningstar)
Value-oriented ESG funds do exist.


Investor Sentiment Can Help With Hard-To-Value Stocks (Disciplined Systematic Global Macro Views)
Some stocks will be more sensitive to sentiment than others, so sentiment can be incorporated in investment decisions.

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